ETFs

The acquisition of Jemstep follows the steps of Invesco’s competitors to buy or build a digital platform.

Energy sector declines have shown they can put the brakes on dividend-paying stocks, which over the long term have outperformed those that don't.

How clients can tell ETFs which avoid taxable distributions from those that don't. Plus, the advantages of inheriting mutual funds in taxable accounts over selling them, and smart ways for setting up a scholarship fund.

These ETPs are extreme outliers. As measured by one-year returns, one set of funds and notes has experienced amazing rebounds, while another other group has painfully stumbled.

These ETPs are extreme outliers. As measured by one-year returns, one set of funds and notes has experienced amazing rebounds, while another group has painfully stumbled.

Advisors may want to take a close look now at these potential funds, which could rise above the competition for their different ways of investing in the dividends universe.

Robos can give ETF providers brand new channels to distribute products and access new investors, says Dodd Kittsley, head of ETF strategy and national accounts at Deutsche Asset & Wealth Management.

Robos don't have to be based on ETFs, says Naureen Hassan, head of Schwab's Intelligent Portfolios. "It can be mutual funds, individual securities -- whatever we want it to be, because it is a technology platform."

The hefty penalty is one result of an SEC investigation into performance claims of the AlphaSector ETF-linked strategy.

Using stop-loss market orders can backfire during extreme market swings. Stop-loss limit orders may offer a better approach.