ETFs are changing the financial advisor industry. As mutual funds continue to lose assets to the far more tax-efficient, liquid, lower-cost and specialized ETFs, financial advisors need to keep up to speed on the latest ETF trends. Our advisor channel provides a single place for you to get up to speed to see how other advisors are using ETFs.
New research from FTSE Russell shows most investors were happy with their index funds and advisors in 2022.
Vance Barse and Rita Cheng are telling their clients there’s no need to do anything rash.
While solid portfolios are built on diversity, managers are overwhelmingly men.
Government protection, 4.35% earnings are safe features financial advisors recommend.
Advisory firm takes a holistic approach to serving clients for multiple generations.
The devil is in the details—and the tax implications.
When male advisors fail to tailor their approach to female clients, everyone loses.
Sam Huszczo of SGH Wealth Management uses factors for equity exposures and ladders for fixed income.
‘It is only a matter of time before ChatGPT and other AI render many professional wealth managers redundant.’