Investments

Planner Rich Arzaga believes individually owned property is key to a diversified portfolio. Just don't get him started on home ownership.

Some nontraditional investments can provide valuable diversification in a portfolio. But choose wisely.

The stock market has been more erratic in recent years - but not as much as you might think.

While the planning profession has evolved considerably, there is still work to be done.

For the head of Ameriprise Financial's Personal Advisors Group, the ultimate compliment is to have a client turn to his planner in time of crisis.

Perfect timing helped Baron Real Estate's Jeff Kolitch launch the fund with a bang. The next steps are trickier.

As the housing market rebounds, advisors face new challenges - and many new opportunities

For ETF investors, a focus on the broad, diversified asset classes has been paying off.

Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference.

WisdomTree Investments, an ETF sponsor and asset manager, reported net income of $7.9 million for the first quarter of 2013, up seven times from the year ago quarter and 50% from the fourth quarter of 2012.

The current investing enviornment is the “Rodney Dangerfield” of bull markets, because even after five years of bullish returns it is still not getting the respect it deserves, according to Liz Ann Sonders, Charles Schwab’s chief investment strategist.

Here are a handful of tips and general trends for advisors to keep in mind this week.

A bias toward domestic investment is understandable, but the U.S., big as it is, is not the world. We exist in a global economy and for advisors and their clients to restrict their thinking to within our borders means missing out on some tremendous companies and potentially lucrative investments.

First Trust Advisors L.P. will launch the First Trust Senior Loan Fund (FTSL), its fourth actively managed ETF, on May 2. The fund will bring the firm’s total number of ETFs to 76.

Fixed-income exchange-traded funds have made big strides in asset gathering over the past five years, rising from $53.7 billion in 2008 to $229.1 billion by March of 2013, according to Lipper.

BMO Global Asset Management has named John Boritzke, managing director, as head of fixed income.

Multistrategy alternative mutual funds experienced strong asset growth of 37.4% in 2012 compared to single strategy at 17%, according to Cerulli’s latest U.S. Monthly Product Trends.

Henderson Global Investors has added a new fund to its repertoire utilizing the credit portfolio team it lifted out from Delaware Investments in February.

Now that the S&P 500 is back in the news for hitting a new high, investors appear to be ready to start putting money back into stocks again. Still, Gary Stroik wonders if the timing of this new-found enthusiasm isn’t a bit instructive.

Vanguard said Monday that it cut the expense ratios on several of its bond mutual funds and ETFs in April. These include three of its popular bond ETFs: the Long-Term Bond Index Fund (BLV), the Intermediate-Term Bond Index Fund (BIV) and the Short Term Bond Index Fund (BSV). Each fund saw its price tag change from 11 bps to 10 bps.