Smart-beta strategies can help today’s investors, but they’re not all created equal
Advisers have to explain smart-beta funds' features and potential benefits to clients to ensure they philosophically align.
A new option for income generation: High dividend, low volatility ETFs
Potential is there to meet investors' objectives of capital preservation, growth and income without taking on unacceptable risk
Market-cap-weighted ETFs: Not always what they’re cracked up to be
The strategy can help deliver gains when times are good but can damage the diversification investors often blindly rely on when allocating to many index-based ETFs.