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Investment funds
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Should diversity be part of clients' portfolios?
Allan Boomer
Chief Investment Officer
Momentum Advisors
This is a hot topic everywhere in corporate America except client portfolios. That might change soon.
BofA’s next big push: Expanding Merrill Edge
Only 15% of bank customers at Bank of America use its online investment platform, but the company expects that figure to increase as it opens branches in nine major cities.
It took a while, but the S&P 500 bond ETF is here
The fund aims to give investors exposure to the most liquid and high-quality bonds issued by companies in the S&P 500.
ETF alphabet soup masks market risks for mass-affluent clients
Concerns came into focus when a $1.9 billion exchange traded note lost 90% of its value in a single day.
Stocks sink, biggest decline in 8 months
Investors pocketed some of the profits from a four-week rally that greeted 2018.
New ETFs from Innovator Capital aim to limit losses in down markets
Can Bruce Bond shake up the insurance industry with a better mouse trap?
2 dividend ETFs provide litmus test on shunning financial stocks
This sector had a bad name for years after the crisis. Is it time to include it in portfolios?
Kitces: The passive investing mirage
Advisers have turned into the new active investment managers.
LPL to cut mutual fund fees on new platform amid fiduciary uncertainty
The nation’s largest IBD plans to launch a platform with load-waived shares from 20 companies.
UBS invests in iCapital tech platform: Fund Scan
The firm joined BlackRock as a strategic partner of the alternative investment tool aimed at wealthy clients. Plus; other launches.
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