Most robos boast standard safeguards to prevent wash sales on accounts on the platforms, but can't guard against non-platform trading.
Recent performance can be deceiving.
When's the last time a client berated you for not being bullish enough?
The suits allege that money market funds were imprudent investment choices given that their returns were lower than stable value funds.
As comment period ends, firms hope to ensure the SEC knows that ETFs help, and don't hurt, liquidity, price discovery.
Plus: Millennials don't invest like the rest of us, mid-cap stocks to the rescue, and Big Pharma pulls a fast one
Investors and money managers caught off guard by commodity markets.
The $3.2 billion fund, launched in 1969, will be merged into smaller large-cap growth fund.
Sometimes an ETF isn't exactly an ETF
Much of the movement away has been led by advisers looking for cheaper and easier ways to build client portfolios.
EGA is a provider of emerging markets smart-beta funds.
Those as well as energy-producing states are seeing worsening balance sheets.
Regulator is looking into whether firms have a process and supervisory procedures in place to waive fees.
Customizing portfolios introduces human frailty and failure.
The investment strategy has only outperformed buy and hold 24% of the time since the end of 1990, according to S&P Global.
As with equities, passive funds are often the better bet.
The tech giant's shares have tumbled more than15% since mid-April, dragging down funds with heavy exposure to the stock.
Some muni funds, such as Oppenheimer, are over-exposed to the risky bonds.
Offerings from iCapital, CAIS and Goldman Sachs now available.
