ETFs

An analysis compares portfolios built using 'smart beta' indexes against those whose components are weighted by market cap. See the results.

Retirees may start their search by visiting Medicare's website where they can compare facilities; plus, a moderate retirement saver portfolio for young investors and eight things investors should be thankful for.

Changes in the industry confront asset managers on several fronts. Michael Rawson, an analyst covering passive strategies on Morningstar's manager research team, shares his expectations on the outcomes these industry shifts will bring.

Investors should weight the cost of paying debt with savings versus the gains from keeping the money in their retirement account; Plus, how to bolster low retirement savings, and when to consider high-yield funds.

The Denver-based association announced Friday that it has grown in 2014 to more than 10,000 members and certificates worldwide.

How will clients react when specialized products underperform well-known benchmarks?

Janus Capital is making waves in 2014 as it tries to climb toward the top of the asset management industry mountain.

Do the instruments make sense in an low-rate environment? And if so, should you build them in-house? Get tips from fixed-income experts.

Even with $360 billion invested in smart beta, industry heavyweights say that more education is needed to make public aware of the strategies.

Janus Capital Group, which hired Pimco's Bill Gross last month, said it agreed to buy VelocityShares for at least $30 million to expand in exchange-traded products.

Pimco’s pain isn’t Bill Gross’s gain, at least not yet.

Now that 5-year performance data is available, advisors can compare performance for the ETFs.

A study of how various asset classes fared during 15 years of low inflation offers some surprises.

An S&P report finds investors who turn to actively managed mutual funds or ETFs for international exposure aren’t getting their money’s worth, but some experts disagree, pointing particularly to small-caps.

How to survive 4 major retirement hazards; Picking the 'right' hedge fund involves more than looking in the past; ETFs should be in your 401(k), says Morningstar

A new classification system from Morningstar is intended to help advisors and investors better identify, compare and analyze these active exchange-traded products.

Some managers may out-perform short-term, but "you can't tell good luck from good skill, or bad luck from bad skill," the Nobel winner says.

Currencies can offer investors high returns, but advisors should be aware of the dangers of buying equity and currency assets from the same place.

Israel and Gaza. Russia and the Ukraine. When does smart money bet on the conflicts subsiding?

Some predict an increase in volatility in the U.S. followed by an uptick in global volatility. How should advisors help their clients prepare?