Exchange-traded funds may help when planning required minimum distributions.
New research from FTSE Russell shows most investors were happy with their index funds and advisors in 2022.
Once available to only the mega-wealthy, custom portfolios reach less affluent investors.
While solid portfolios are built on diversity, managers are overwhelmingly men.
Firms buy client-facing tech products, hold off on AI, survey says.
When male advisors fail to tailor their approach to female clients, everyone loses.
Exchange-traded funds can offer appealing advantages.
Purchase of roboadvisor by Ritholtz seen helping industry that’s reliant on low costs.
Maker of gaming chips, held by 361 funds, boosts BOTZ, USD and others.