ETFs

Voices: Separately managed accounts allow clients to invest in line with personal values, while also offering customization and tax advantages over mutual funds and ETFs.

While the sector has been in a slump, advisors who go beyond the recent returns can show clients how these funds have bested the S&P 500 over time.

Demand for global dividend ETFs has picked up.

Despite counterparty risk, these vehicles feature tax benefits for clients that ETFs don't.

ETFs made investing easier for retail clients, not just in stocks but in riskier areas they may not understand like currencies and bank loans.

Asset location in three simple steps, according to Jefferson National’s Thomas Quinn

If mutual funds in 401(k) plans underperform yet charge hefty fees, participants can take action; Plus, President Obama plans to push new rules making it easier for small businesses to offer 401(k) plans.

Fund flows over the course of a number of years now have been pointing decidedly in favor of passive strategies, he says, be they index, mutual funds or ETFs.

By the end of 2015, Vanguard's Personal Advisor Services counted approximately $31 billion in total assets under management, the firm says, with $21 billion from new money.

Here's what mutual fund clients stand to lose when they tap their investments during a down market; Plus, how to get big company 401(k) benefits at small firms.