| Ticker | 1-year estimated net flows ($M) | 1-year return | 3-year return | Expense ratio* | ||
|---|---|---|---|---|---|---|
| 1 | PowerShares QQQ Trust Series 1 | QQQ | ($4,248.0) | 4.30% | 14.14% | 0.20% |
| 2 | iShares Barclays 1-3 Year Treasury Bond Fund | SHY | ($3,257.4) | 0.54% | 1.10% | 0.15% |
| 3 | iShares Barclays TIPS Bond Fund | TIP | ($2,476.9) | 4.78% | 8.09% | 0.20% |
| 4 | SPDR Dow Jones Industrial Average ETF Trust | DIA | ($2,345.8) | 12.34% | 13.73% | 0.16% |
| 5 | SPDR Gold Shares | GLD | ($1,620.8) | -3.57% | 12.59% | 0.40% |
| 6 | iShares MSCI EAFE Index Fund | EFA | ($1,408.6) | 12.97% | 6.25% | 0.34% |
| 7 | Select Sector Utilities SPDR Fund | XLU | ($1,311.3) | 13.92% | 13.20% | 0.18% |
| 8 | Select Sector Energy SPDR Fund | XLE | ($1,240.2) | 9.95% | 13.27% | 0.18% |
| 9 | iShares S&P 500 Growth Index Fund | IVW | ($748.6) | 11.28% | 13.24% | 0.18% |
| 10 | iShares Russell 1000 Index Fund | IWB | ($662.2) | 13.98% | 13.15% | 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 |
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Two RIAs expand their geographic footprints with deals in New York's Capital Region and coastal Alabama.
A 27-year Merrill veteran, Florida advisors, and a trio of New Jersey advisors just moved to new platforms.
Broker-dealer expands its model portfolio platform with modular building block strategies designed to give advisors greater customization at scale.
The mega-RIA with roughly $160 billion in client assets remains firmly in acquisition mode amid rumors of private equity giants vying to scoop it up.
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Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
