Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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What do clients do with the cash when they receive large cash payments from, say, the sale of a business or a significant asset, such as a house or a work of art? You probably have advised them on designing and implementing cutting-edge tax and...
Half a century ago, the economic historian Karl Polanyi argued in the classic book The Great Transformation that self-regulating markets never work and that government intervention always becomes necessary to prevent catastrophe. Buried toward the...
Registered Rep.spoke with Jim Weddle, CEO of Edward Jones, about the firm's new fee-based platform, which it began to roll out in June. RR: What inspired the development of this program? JW: Well, we did a lot of research both among our clients...
Active versus passive? That's an old battle. But the stakes have recently been raised: Can the S&P 500 beat a portfolio of funds of hedge funds? Warren Buffet says yes, when performance is measured net of fees, costs and expenses, and he's putting...
ETF fund assets and numbers continue to soar in 2008. As of May 31, there were 683 ETFs in the U.S., with assets totaling approximately $612 billion. ETF industry assets rose nearly $17 billion for the month of May, buoyed by positive performance...
They've got a lot of competition these days from so-called alternatives like ETFs and other products, many of which have been quickly lapping up new assets in recent years. But mutual funds' all-out dominance of the vast U.S. investment universe...
For 25 years, Alan Gladstone picked individual stocks for clients. Then five years ago, Gladstone, a senior vice president and financial advisor for Morgan Stanley, began switching to exchange-traded funds. Today nearly all his client assets are...
If you are like most financial advisors, you probably don’t know a thing about private placement life insurance. But maybe you should. A growing number of ultra-wealthy investors are using it as a legal means to avoid paying income taxes on...
