Advisers have to explain smart-beta funds' features and potential benefits to clients to ensure they philosophically align.
The firm joins Goldman, JP Morgan and John Hancock by jumping into the ETF space with passive strategies based on proprietary quantitative research.
Despite SEC chairwoman's concerns over leverage and impact on individual investors, backers hope legislation will pass because of bipartisan support.
Traditional fixed-income holdings, such as bond funds, may not provide enough meaningful income as historically low interest rates have limited the yields available to investors.
Deal said to value real estate investment manager at $850M
<i>Breakfast with Benjamin</i> Are Snapchat and Twitter the next players to enter the robo-advice game?
<i>Breakfast with Benjamin</i>: Brazil, Russia, India and China assets are down 88% since their 2010 peak.
Diversifying beyond a single fund or single strategy is key.
Breakfast with Benjamin: Securitization comes back and it's not all bad...Plus, how JPMorgan is positioned for rising rates, Deutsche Bank suspends currency traders, GM pays a dividend, and more minimum wage math.
<i>Breakfast with Benjamin</i>: SEC backs away from part of its charges, moving Steve Cohen a step closer to again managing outside capital.
A firsthand example of how hard it can be for investors to ignore something that looks exciting.
Pensco study finds SEC's crowdfunding rule likely to draw investors to more private equity-like vehicles.
As investors rush to protect their portfolios in a tumultuous start to the year, odds are they will be using options on exchange-traded funds to do it.
<i>Breakfast with Benjamin</i> While it might be tempting to pit the Bond King's new Janus fund against the Pimco Total Return Fund, they are different animals.
Plus: The Fed's rate hike isn't likely to be enough to derail corporate America's borrowing binge.
Some highs and lows, swings and misses
Bracing for the highs and lows of cannabis-industry stocks.
Broker-dealer agrees to a $1.4 million fine and will return investor money on approximately 2,000 sales of nontraded REITs. Firm also settles with states regarding leveraged ETFs.
