There are precious few true long/short funds that invest in domestic equities that are not merely market-neutral, and even fewer in an ETF wrapper. A new one from First Trust Advisors has joined the ranks with a focus on “aggressive accounting” practices to discern its positions....More
When we thought about this month’s cover story, the idea was to show the beating heart inside some of the so-called robo-advisors, online asset allocation tools that use algorithms and funds to create tailored low-cost investment portfolios....More
Is there a financial advisor who does not recommend that clients establish and maintain budgets? Yet surveys show that it’s not easy for clients to start new habits or break old ones. To encourage better budgeting, FAs need better statistics....More
Holistic financial planning is in; specialization is out, investors said in a recent CFP Board survey....More
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When was the last time you rolled into the office at 9 a.m. and were out the door at 5 p.m.? And you didn't check your email or look at your company-issue smartphone before or after work on what's supposed to be your own, personal time?...More