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Dan Draper, managing director of global ETFs at Invesco PowerShares, acknowledges there is a synergy between the popularity of ETFs and the rise of robo advisors.
October 13 -
Currency-hedged ETFs give advisors lacking experience in this area an option.
October 1 -
The market has seen 200 ETF launches this year, more than ever before, Bloomberg reports. But only 20 new funds have managed to gather at least $50 million in assets.
September 29 -
Goldman Sachs, rarely thought of as a low-cost option, is seeking to be just that with a new line of exchange-traded funds.
September 14 -
Market corrections provide an opportunity to rebalance into equities at lower prices and glean dividend income.
September 8 -
Index funds, robo advisors and likely Labor Department regulations are all putting pressure on the traditional 1% AUM fee model.
September 1 -
Investment costs, including inflation, can put a heavier dent on retirement income than many clients realize; Plus, can downsizing save a client's retirement?
August 28 -
'Shark Tank's' Kevin O'Leary assumed the starter role for his own venture into ETFs this month, partnering with FTSE Russell to launch the O'Shares FTSE US Quality Dividend ETF, the first in a series of five smart beta funds.
July 29 -
BlackRock, the worlds largest money manager, said second-quarter profit rose 1.4% as it attracted money into higher-fee products including active funds and exchange-traded funds.
July 15 -
These products may offer better exposure and liquidity for your clients investing in the bond markets.
July 1 -
Analysis: Fortunately, three industry giants appear more concerned about earning market returns and avoiding foolish behavior than introducing new "hot" products.
June 29
Wealth Logic -
Power has shifted to the advisor, who is acting as the portfolio manager, ignoring intermediaries and going directly to the fund managers or assets they want in their portfolio models.
June 15 -
Retirees are breaking tradition and leaving their assets to grandchildren instead of their own; Plus tips to avoid taking out a 401(k) loan.
June 15 -
Do mashups offer an new investing opportunities or just create financial mush?
June 4 -
Potential rate increases are keeping income investors skittish. Here's how to deliver smart strategy and informed advice.
June 1 -
A 60/40 mix won't offer full diversification. Seeing the historical performance of various asset allocation models can help advisors make better choices for clients.
June 1 -
Mutual funds and ETFs with overlapping holdings cloud the waters for rules aimed at tax-loss harvesting in individual securities. Be sure you're not putting clients at risk.
May 26 -
An increasing number of emerging markets players are paying dividends -- and seeing higher average returns than non-payers.
May 14 -
Openfolio has quickly grown into a community of more than 25,000 investors, all drawn to the idea of seeing what various members are investing in and comparing portfolios to measure how they are doing.
May 6 -
After years of low interest rates and rising stock markets, once-conservative strategies might actually be putting investors in risky situations. Here's where some income investors are going wrong.
April 22









