Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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Exchange-traded funds have multiplied rapidly over the last few years, but FAs still prefer mutual funds. A new Aite Group survey of 440 FAs found that mutual funds represent 25 percent of advisors' assets under management, while ETFs make up just...
What do you get when you splice together a life insurance policy and an immediate annuity?
A reversionary annuity. Yes, that's a mouthful, but it carries some of the advantages of each and is ideal for certain kinds of clients.
The niche insura...
A huge demand among mass affluent investors for retirement income products is building, but industry response to the trend is still in its infancy, the author of a new Aite Group report on the subject says. Greg Cherry, a senior analyst at Aite’s...
In May, Ron Carson, long the No. 1 on Registered Rep.'s Top 100 IBD advisor list, announced plans to leave LPL Financial (Nasdaq: LPLA) to become an independent registered investment advisor and start his own broker/dealer. The firm made the RIA...
Amid the recent market fluctuations, non-traded real estate investment trusts have been popular among investors searching for yield and asset classes with low correlations to equities. In fact, non-traded REITs have raised about $10 billion in new...
Over the last year or so, advisors have been struggling to get their clients out of cash, but how much cash are your clients really holding? Investors say they’re holding 27 percent of their investable assets in cash, according to an MFS...
