| Name/ticker | 3-month average daily volume | 3-month return | 1-year return | Net assets ($M) | Expense ratio* |
|---|---|---|---|---|---|
| Vanguard Total International Bond Index Fund ETF (BNDX) | 250,724 | 2.05% | 5.59% | $1,439.1 | 0.20% |
| First Trust Senior Loan Fund (FTSL) | 35,643 | 1.09% | 5.31% | $193.7 | 0.85% |
| Vanguard Emerging Markets Govt Bond Index ETF (VWOB) | 28,853 | 4.77% | 10.28% | $177.0 | 0.35% |
| ProShares High Yield-Interest Rate Hedged (HYHG) | 18,027 | 0.99% | 7.84% | $151.9 | 0.50% |
| PowerShares Global Short Term High Yield Bond Ptf (PGHY) | 11,221 | 1.35% | 5.25% | $37.3 | 0.35% |
| PowerShares Fundamental Emerging Markets Local Debt Ptf (PFEM) | 1,902 | 4.23% | 3.73% | $5.5 | 0.50% |
| iSharesBond Mar 2020 Corporate ex-Finls Term ET (IBCD) | 1,492 | 2.30% | 5.56% | $49.2 | 0.10% |
| iSharesBond Mar 2023 Corporate ex-Finls Term ETF (IBCE) | 1,312 | 3.00% | 6.64% | $48.0 | 0.10% |
| db X-trackers Muni Infra Rev Bond Fund (RVNU) | 1,284 | 3.94% | 8.86% | $16.2 | 0.30% |
| iSharesBond Mar 2018 Corporate ex-Finls Term ETF (IBCC) | 1,273 | 1.06% | 3.75% | $163.3 | 0.10% |
| iSharesBond Mar 2016 Corporate ex-Finls Term ETF (IBCB) | 1,236 | 0.29% | 1.56% | $34.9 | 0.10% |
| SPDR Barclays 1-10 Year TIPS ETF (TIPX) | 1,204 | 2.89% | 3.42% | $10.0 | 0.15% |
As of June 30. Excludes leveraged and inverse funds, and exchange-traded notes. *Most recently reported net prospectus expense ratio. Source: Lipper, a Thomson Reuters company
Stifel has paid or is on the hook for close to a staggering $200 million in damages and settlements to former clients of Chuck Roberts.
UBS also expanded in the Southeast with six advisors overseeing more than $2 billion, while Osaic lured a $300 million family-led practice from Wells Fargo's FiNet.
The new AI workspace rollout promises to automate the full advisor workflow just as third-party tools wage a turf war for central control of wealth firms' tech stacks.
Mega-RIA picks up $250M advisor, while three firms head for &Partners.
Advisors who wait for a wealth event to introduce themselves to the next generation are already too late.
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
