ETF Report

 Next Wave Of Advisors

We singled out nine investment professionals who have embraced ETFs as an investment vehicle and are taking new and innovative approaches to providing advisory services to their clients.

Features and News

Cerulli: Robo Assets At $489B By 2020

Cerulli says large retail firms will all be offering some kind of robo service.

Features and News

Josh Brown: Blogs Key To Firm’s Success

'The Reformed Broker' talks about how blogs, social media and even a robo-service add-on bring value to clients.

Features and News

Strange Bedfellows: Advisors & Robos

Rather than drawing lines in the sand, the lines are becoming more blurred.

Features and News

Online Advisors Target Retirement Plans

Firms launch initiatives for more personalized advice to workplace savers.

ETF Strategist Corner

How Betterment Automates ETF Selection

The 30 funds we use in our portfolio were selected on merits so clear that we codified it. Analysis

Cash Not King In Robo Portfolios steps in to referee a catfight that has erupted in the world of robo advisors. Analysis

Schwab Intelligent Portfolios: An X-Ray

Chuck’s sample ‘robo’ portfolio bets big on small-caps.