ETFs

The funds' success at asset gathering underlines an increasing interest from retail buyers, in addition to institutional investors.

The products are aimed at reducing volatility for clients seeking long-term growth. Plus: other launches.

Studies show smart beta beating their benchmarks more than active managers.

When markets are high, everyone feels like genius, but they still have to pay expenses. Help clients keep them low.

The benchmark MSCI emerging markets index advanced more than 11% last year, and this year to date gained another 14%.

Clients may become mesmerized by dazzling short-term returns, so consider pushing solid growth on the cheap.

JPMorgan Chase’s Seth Bernstein will take over from Peter Kraus as the firm's CEO.

Thematic ETFs have proliferated as funds started in the last six months looking to trade on political agendas, such as tax reform and infrastructure spending.

As investors assess the winners and losers from the Trump administration's policies and digest mixed economic data, they aren't endorsing all shares.

Clients focus on returns, but advisers need to add “risk-adjusted” to their thinking.

Since 2011, inflows into these funds have soared. Here's what they're about.

Non-U.S. purchases of municipal bonds are up 32% from 2014. But not everyone is impressed.

Taking an agnostic approach, the firm seeks international opportunities. Plus; other launches.

The firm's success bucks a long-held premise that investing in developing markets requires active managers responding to sudden shifts in political risk.

They handle the trading, rebalancing and overall management of portfolios — freeing advisers to face their clients. But not everyone wins, as Michael Kitces writes.

There is no guarantee that TDFs generate the needed returns, and these funds may have hidden multiple fees, an expert explains.

The new move amounts to an estimate of $7 million cumulative savings. Plus; other launches.

Using history as a guide, these stocks have outperformed when the Fed starts raising rates from a low base, an MSCI study says.

New research has found that funds with a high percentage of assets in ETFs underperform funds that hold stocks.

There is a shift from selling impersonal financial products to delivering personalized, outcome-based solutions at scale.