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ETFs have come under criticism lately. Don Phillips of Morningstar says that as ETFs have proliferated, they have become more expensive and hazardous for FAs and their clients to use. The original ETFs were designed to provide low-cost exposure to...
When opening up retirement accounts, most advisors (and their clients) usually give little thought to the process of completing the “beneficiary” section of the paperwork.
Fewer still perform any ongoing review of the designations, regardless ...
A year after its launch, a New York-based services provider for high-end wealth managers hopes to draw more advisors to its platform by offering access to the kind of research that’s usually available only to institutional players. Dynasty...