Active ETFs catch the eye of RIAs and big funds, too
According to CFRA data, through the end of last year, active ETFs made up 4% of all ETF assets, and represented 10% of ETF net inflows in the past year.
Active managers are getting a smaller slice of the pie
The debate over active versus passive strategies may be coming to a close.
Financial advice in the 21st century
Evolving technology, increasing longevity and cryptocurrencies will all play a role in the future of advice, according to seven experts from across the wealth management industry.
Schwab’s Hathi recommends advisers leverage technology for scale and personalized services
Take digital as far as possible to free up human capital
How balanced portfolios recovered after six major market events
Here's a look at how a basic portfolio of 60% stocks and 40% bonds performed following six major market events in recent decades
2019 Icon: Sheryl Garrett
Founder, Garrett Planning Network
Wall Street’s world turned upside down
The day of reckoning has come for the financial services industry.
SMAs continue to win over advisers despite drop in growth
In the midst of a pause in a decade-long growth spurt, the separately managed accounts industry continues to win over independent financial advisers, many of whom are generally wary of the products' complexity.
Defense and oil stocks may strengthen the market
With the United States directing warlike statements toward one or more Middle Eastern nations, stock market analysts say…