Tighter yield spreads, market risk and the threat of higher taxes are seen driving financial advisers toward bonds.
SEC's case pending in D.C. Circuit Court could change how ADVs are written
Firms that didn't participate are now vulnerable to enforcement investigations, lawyers say.
Pursuit of low-cost, passive strategies sends $62 billion into Vanguard Funds, more than its three biggest competitors combined
The London-listed exchange-traded fund arrives amid calm junk-bond markets
They're trading liquidity for access to asset classes normally out of reach for retail investors.
The SPDR S&P 500 ETF saw more than $5.6 billion in inflows last week.
BlackRock's chairman and CEO thinks returns are tougher to find, the retirement crisis looms large and asset managers are far too focused on the short term.
More than a third of thematic exchange-traded funds that started last year tweaked their names during the regulator's approval process.
Look past the opaqueness of the portfolio and think of them as better than mutual funds.
Advisers will still need to get DFA's approval to access its mutual funds.
As the risk of a recession and market pullback mounts, some advisers taking risk completely off the table.
State Street and DWS Group have also quietly cut fees on high-yield bond ETFs.
Precidian Funds has been waiting four years for the agency's approval
ETF providers are trying to woo investors with all-in-one funds that pull together several factors.
The change could impact how advisers construct fixed-income portfolios for clients.
Their poor showing threatens to choke off the opportunity for active management to reassert itself after the market's meltdown late last year.
The key is looking beyond the broad category averages to focus on portfolio managers and the investment process
Investors should broaden their focus beyond large caps, and advisers should ensure that their clients benchmark their portfolios correctly.
Investors who stayed put during the fourth-quarter market meltdown were rewarded by mid-cap managers.
