Advisers Most Concerned With Risk Mitigation
Risk management continues to be a driving force behind registered investment advisers’ (RIAs’) approach to structuring client portfolios.
Tag: exchange traded funds (ETFs)
Interactive Data Launches Suite of ETF Web Tools
Interactive Data Corporation unveiled its white label suite of ETF Web tools to help advisers analyze, build and promote investment strategies using ETFs.
Clark Capital Adds Three Portfolios
Clark Capital Management Group added three of its retail strategies to their roster of Navigator 401(k) Solutions.
Schwab Offers ETF Education Exchange
Investors wanting to know more about exchange-traded funds (ETFs) can visit the ETF Education Exchange.
ETF Assets Decrease in October
Exchange-traded fund (ETF) assets decreased $11.9 billion, or 0.9%, in October.
Passive Mutual Fund Assets Increase 95%
Assets have nearly doubled, from $572 billion in 2008, to $1.1 trillion through the first half of 2012.
Advisers Need Education About Alternatives
A lack of education may be impeding adviser usage of traditional alternatives.
FTSE Builds Unit for ETPs
FTSE Group established a new exchange-traded products (ETP) service unit.
App Opens Access to Investing Resources
A free iPad app from Invesco gives advisers access to investing capabilities.
SSgA Creates ETF Due Diligence Checklist
State Street Global Advisors (SSgA) created an ETF Due Diligence Checklist.
ETF Education Website Developed
The Investment Company Institute (ICI) and exchange-traded fund (ETF) firms developed a website to answer questions investors have before they invest in ETFs.
ETF Use on the Rise in RIA Portfolios
Risk management remains top of mind as registered investment advisers (RIAs) pursue a strategic mix of products.
Invesco PowerShares Launches High-Dividend ETF
Invesco PowerShares Capital Management LLC announced the anticipated listing of the PowerShares S&P 500 High Dividend Portfolio on October 18 on the NYSE Arca.
ExpertPlan, One Capital in Product Partnership
ExpertPlan Inc. will provide recordkeeping and administrative services for One Capital Management LLC’s Strategic Retirement Solutions Model Program.
Investors Continued Seeking Safety in September
In September, mutual fund investors continued to seek income and safety in bond funds, which gained another $32 billion for the month.
Business Is Good, But the Economy Not So Much
Most advisers believe the American Dream is alive, but that Millennials will have a harder time attaining the economic status of their parents, a study found.
Main Management Partners With RPG Consultants
An alliance between RPG Consultants and Main Management LLC will enable plan sponsors to utilize RPG’s technology and Main Management’s portfolio management capabilities.
U.S. Stock Funds Post Another Month of Outflows
Long-term mutual fund inflows were just $20.7 billion in August, as open-end U.S. stock funds tallied yet another month of outflows, losing $14.3 billion.
ETFs Gaining Popularity in Alternatives Universe
Though advisers are more likely to choose mutual funds over exchange-traded funds (ETFs) to access alternatives, ETFs are catching up.
investment-oriented
A Closer Look at ETF Fees
Advisers can help sponsors who are drawn to the funds’ low expense ratios get the full cost picture