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"Advisers cannot just sell an all-Vanguard portfolio and hope to afford their fee," says Jonathan Steinberg, WisdomTree's CEO.
November 18 -
Companies that pay cash distributions are all the rave, but the allure may just be smoke and mirrors. Plus, last minute tips for entrepreneurs in 2016.
November 15 -
Larger ETFs provide more liquidity and are better constructed.
November 11 -
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Clients age 65 and up have to move fast to load up on medical expenses and get these benefits. Plus, considering MLP ETFs after the recovery of the energy sector and how certain mutual funds can charge a capital gains.
October 28 -
Why one asset manager says the high alpha of an equity long/short hedge fund may outweigh the cost benefits of similarly structured mutual funds.
October 20 -
Money from brokers and RIAs accounted for about 50% of Vanguard’s $225 billion in inflows this year.
October 20 -
The firm's move comes after BlackRock intensified the price war in the industry by reducing expenses on 15 of its funds.
October 7 -
The fund provider is the latest firm expecting more advisers and long-term investors will turn to passive investing because of the regulation.
October 5 -
The funds have had the fastest growth since 2012, with nearly $100 billion of inflows, helped by record emerging-market investments.
October 4 -
Mounting regulatory pressure will push firms to decrease the number of products available due to compliance risks, Cerulli Associates says in a new report.
September 29 -
Goldman Sachs and rival firm JPMorgan are making strides in the ETF market and taking on giants such as BlackRock, State Street and Vanguard.
September 21 -
Regulators should step up their inspections of digital advisers as these tools surge in popularity, the firm said.
September 12 -
The funds will track indexes that draw on the expertise of the firm's quantitative research team.
September 8 -
For value-minded clients, here are the cheapest funds (10 basis points or less) with the best 3-year performances.
August 30 -
Far from signaling industry hardship, increasing liquidations reflect the ETF industry’s ebullient growth.
August 24 -
Investors can expect limited options or higher fees in their retirement plans as brokerage firms are evaluating their pricing structures to comply with the fiduciary rule.
August 19 -
If your clients are looking for income, these funds have the highest expected dividend payments compared to current prices.
August 15 -
Recent research shows how advisers work and how they like to communicate.
August 3 -
How options ranging from traditional index, tax-managed and static allocation funds to traditional IRAs and Coverdell Educational Savings Accounts may boost your client's return.
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