ETFs

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.

Instead of a broad stock index, should advisors consider ETFs weighted by dividend payments?

One sector flips a truism for dividend investing. See some of the ETFs that let you invest in it.

Municipal bond sales in the U.S. are set to increase in the next month while the amount of redemptions and maturing debt rises.

The strong launch of an ETF with Jeffrey Gundlach's name behind it demonstrates there is room for more growth in actively managed ETFs, industry observers say.

An inside look at the ETF business of a Morgan Stanley advisor turned asset manager.

Some fixed-income funds behave like equities, failing to give sufficient downside protection to a diversified portfolio.

For dividend investors, who have traditionally found a haven in the sector, a plunging oil price may actually represent an opportunity.

Vanguard Group plans to offer its first ETF focused on the $3.6 trillion U.S. municipal-bond market.

The key to being quoted accurately - and more often - can be summed up in two words: sound bites. Developing the ability to speak and write in sound bites is essential.

In 2015, much of the industry's growth outlook will depend on how competition fares between the cascade of funds entering the market, currency hedging and smart beta trends, and the momentum new non-transparent ETFs can gain with investors and offerings.