ETF managers that follow index-hugging mandates might not perform as well as they expect to
Today’s advisor needs a plan, and the client conversation shouldn’t be about what to buy, but what kind of a value proposition the advisor can provide.
Exchange Traded Fund assets and mutual funds can coexist, but when it comes to fees, there is one hands-down winner.
Long before advisors open the conversation with clients on the new CRM2 rules set to come into effect next summer, one company is prepping those same advisors on what that conversation should be
ETFs can be a powerful and cost-effective instrument in executing a wide variety of investment strategies. However, sometimes it can seem like all the attention is focused on just one strategy — momentum investing.
The marketing of smart beta and factor-based investing is everywhere, leaving advisors wondering if the next best thing is really what their clients need – and more importantly, what they don’t