So-called "smart beta" ETFs pulled in some $55 billion in 2014, according to Bloomberg, thanks in part to heavy marketing push among advisors. Here are the 10 largest by assets under management, via Morningstar.
January is actually the most popular month of the year for divorces, which means it can be a busy, difficult and awkward time for financial advisors trying to help their clients cleanly separate their finances.
Could 2015 be the year we start feeling better about the U.S. economy than the stock market? Or could lower oil prices cause dislocation outside the U.S.? Nuveen’s Bob Doll puts out his 10 predictions for 2015.
Financial advisors’ confidence in both the economy and the markets ticked down in December, as survey respondents anticipate rising interest rates, the impact of a global slowdown and an overbought stock market.
Variable annuities can offer a number of potential benefits: They can help plan retirement income, generate tax-deferred growth and, with some contracts, protect principal. Yet even advisors, who recognize the benefits of variable annuities acknowledge their drawbacks—particularly their fees and the tax treatment of gains....More
As the industry continues to shift toward fee based business, many advisors are taking a deeper look into their current practice in an effort to align with this trend. The good news is that shifting away from a commission-based model can transform your practice in powerful ways—including increasing the stability of your revenue streams, enhancing client loyalty and potentially boosting the value of your businesses....More