ETFs

Market corrections provide an opportunity to rebalance into equities at lower prices and glean dividend income.

Index funds, robo advisors and likely Labor Department regulations are all putting pressure on the traditional 1% AUM fee model.

Investment costs, including inflation, can put a heavier dent on retirement income than many clients realize; Plus, can downsizing save a client's retirement?

'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.

BlackRock, the world’s 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.

These products may offer better exposure and liquidity for your clients investing in the bond markets.

Analysis: Fortunately, three industry giants appear more concerned about earning market returns and avoiding foolish behavior than introducing new "hot" products.

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.

Retirees are breaking tradition and leaving their assets to grandchildren instead of their own; Plus tips to avoid taking out a 401(k) loan.

Do mashups offer an new investing opportunities or just create financial mush?

Potential rate increases are keeping income investors skittish. Here's how to deliver smart strategy and informed advice.

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.

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.

An increasing number of emerging markets players are paying dividends -- and seeing higher average returns than non-payers.

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.

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.

Gold's traditional role as a store of wealth has been usurped by contemporary art and apartments in cities such as New York and London, according to Laurence D. Fink, head of the world’s biggest asset manager.

Because the various fund sponsors report data inconsistently and often with delays, it's hard to get a clean comparison between rival offerings.

How advisors can use 1099s to help address investment reporting issues that clients may have overlooked.

Big names in the bond industry have lent their names to actively-managed ETFs, betting their reputations will translate into investor interest. But active management's recent record against index funds makes it a tough sell for some.