It's no secret that strategic-beta exchange-traded products have become a pervasive part of the marketplace, rewarding investors with innovative tools to diversify and fine-tune portfolios in ways traditional market-capitalization-weighted indexes don't allow.
Plus: The failures of 'too-big-to-fail' banks, dividend investing without the dividends, and passing student loan debt along to the taxpayers
Recent SEC filing by the fund giant hints at new funds in the works.
The inflow was the most since January 2013, thanks to the market's extreme volatility during 2016's start.
Bats Global deal seen as 'ice-breaker.'
Measure would square the safe harbor already provided to mutual funds.
Trade-offs between ETFs that fit your clients' needs, and ones that can compromise their needs could be the difference between success or failure.
<i>Breakfast with Benjamin</i> According to Meb Faber, within four years, ETFs will have more assets than mutual funds. But before that, they have to navigate their way onto retirement plan menus.
Low fund fees and big fund complexes equal outperformance.
Fund wants to diversify product line and strike while the iron is hot with proposed acquisition of the Alpha Defensive Alternatives Fund
The tax advantages might not be worth it.
Meanwhile, the industry's biggest threat, ETFs, are chugging along offering a single-version product to all investors.
Plus: Advisers speak out on DOL rule, the inflows continue for equity ETFs, and big banks strive to look small to regulators
<i>Breakfast with Benjamin</i> SunEdison's collapse shows that advisers should understand the steep side of the mountain renewable energy is trying to climb.
Five specific aspects of the DOL's new rule that could send assets flooding into ETFs.
Corporate execs and activist investors get the biggest bang from repurchase plans.
Top money manager finds two key elements that can help identify which funds are more likely to beat their benchmarks.
One of the lowest-cost fund companies gets into a war of words with an analyst over how it calculates expense ratios.
<i>Breakfast with Benjamin</i> Larger funds tend to be cheaper, more liquid and better constructed.
