Debbie Carlson

Debbie Carlson is a contributor to and ETF Report.

ETF Report

Mutual Funds Can Be Better Than ETFs At Times

There are certain situations in which a mutual fund is your best choice.

ETF Report

Active Mgmt: ETFs Vs. Mutual Funds

The choices are widely different within the two product groups.

ETF Report

 Fintech In Focus: Goldmine

Snowden Lane’s John DiCiaccio explains how Goldmine’s software helps manage client relationships.

ETF Report

 Advisor: Riskalyze Tool Paints Probability Of Success

Daniel Milan of Cornerstone explains how Riskalyze allows him to help clients understand their portfolio risk.

ETF Report

 Role Reversal: Stocks Are The New Bonds

A changing risk/reward scenario has turned traditional investing on its head.

ETF Report

Advisor: eMoney Helps Investors Visualize

Miracle Mile Advisors' Josh Sailar says eMoney empowers his clients.

ETF Report

 iShares Makes Big Bet On Multifactor Sectors

BlackRock’s iShares' recent launch of nine multifactor sector ETFs represents a big bet on smart beta being an important part of investors’ future portfolio construction.

ETF Report

 This Fintech Tool A Swiss Army Knife For Advisors

Jill Lizzi of Bronfman E.L. Rothschild explains why her firm uses the Tamarac Advisor Suite.

Features and News

iShares Makes Big Bet On Multifactor ETFs

iShares brings multifactor methodology to sectors, goes head-to-head with John Hancock.