Investments

Many new ETFs offer alternative ways to approach equities and fixed income.

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Julius Baer Group, Switzerland’s third-largest wealth manager, said its affluent Russian clients were less active in the first half of the year amid political tensions in the region.

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With $7.86 billion in assets, PIMCO has the largest share of the active ETF market. While these products are gaining ground, they still make up just a small fraction of the total ETF market and PIMCO has yet to break into the top 10 providers overall.

Many new ETFs offer alternative ways to approach equities and fixed income.

While there has been rapid growth in U.S. ETFs over the last few years, there has been almost exponential growth of these products worldwide.

Covered call writing is often seen as an alternative income strategy, but it also can enable advisors to reduce risk in a concentrated portfolio while preventing clients from getting clobbered by taxes when selling.

As the bull market in stocks thunders on, clients may doubt the advantages of non-correlated alternative investments. Here's what advisors can do.

Structured products generally have some protection against loss plus a play on equities or fixed income.

Covered call writing is often seen as an alternative income strategy, but it also can enable advisors to reduce risk in a concentrated portfolio while preventing clients from getting clobbered by taxes when selling.

As the bull market in stocks thunders on, clients may doubt the advantages of non-correlated alternative investments. Here's what advisors can do.

Structured products generally have some protection against loss plus a play on equities or fixed income.

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With stocks soaring, some advisors are turning to alternatives as a way to trim downside risk while maintaining market participation.

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With stocks soaring, some advisors are turning to alternatives as a way to trim downside risk while maintaining market participation.

U.S equity fund assets are near record levels, but in a reversal of last year’s trend, investors are putting more money into bond funds than U.S. stock funds.

These pass-through vehicles often yield around 5% or 6%, though they can present tax-reporting headaches and are far from risk free.