| Ticker | 1-year estimated net flows ($M) | 1-year return | 3-year return | Expense ratio* | ||
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF Trust | SPY | $13,262.5 | 13.67% | 12.96% | 0.09% |
| 2 | iShares MSCI Emerging Markets Index Fund | EEM | $9,780.4 | -0.37% | 3.42% | 0.69% |
| 3 | Vanguard FTSE Emerging Markets Fund | VWO | $5,113.3 | -0.02% | 4.16% | 0.20% |
| 4 | Vanguard 500 Index Fund | VOO | $4,936.1 | 13.78% | N/A | 0.05% |
| 5 | iShares Core S&P 500 | IVV | $4,858.2 | 13.76% | 12.98% | 0.07% |
| 6 | Vanguard REIT Index Fund | VNQ | $4,474.8 | 16.20% | 17.82% | 0.10% |
| 7 | Pimco Total Return Exchange-Traded Fund | BOND | $4,039.7 | 11.97% | N/A | 0.55% |
| 8 | Vanguard Total Stock Market Index Fund | VTI | $3,923.7 | 14.15% | 13.40% | 0.06% |
| 9 | WisdomTree Japan Hedged Equity Fund | DXJ | $3,485.7 | 21.42% | 3.43% | 0.48% |
| 10 | iShares iBoxx $ Inv Grade Corporate Bond Fund | LQD | $3,240.6 | 8.37% | 8.85% | 0.15% |
| Flows as of Feb. 28; performance as of March 15. Three-year returns are annualized. N/A=not available (fund has been in operation less than three years). *Net prospectus. Source: Lipper |
||||||
Most firms place a limit on advisors’ sales of alternative investments to clients in the neighborhood of 10% a customer’s net worth.
Those jumping ship include women advisors and breakaways.
Firms in New York and Arizona are the latest additions to the mega-RIA.
The agent, Todd Bernstein, 67, has been charged with four counts of insurance fraud linked to allegedly switching clients from one set of annuities to another.
“While harm certainly occurred, it was not the cataclysmic harm that can justify a nearly half billion-dollar award to the State,” Justice Peter Moulton wrote, while Trump will face limits in his ability to do business in New York.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
