Latest News

ETFs

September 07, 2017

Strategic Beta ETFs Among Fasting Growing Asset Classes

An increasingly popular asset class, investors shouldn't pay significantly higher fees for these strategies than market-cap-weighted alternatives, which capture the same performance drivers and can replicate most of their returns.

September 07, 2017

Investment Products and Services Launches

Goldman Sachs Launches High Yield Corporate Bond ETF; Sage Advisory Introduces Custom Laddered Strategy; and Franklin Templeton Rolls Out Active Municipal Bond ETFs.

July 27, 2017

Investment Products and Service Launches

Aria’s RetireOne Platform Offering Variable Annuity; Vanguard Launches Global Balanced Funds; Pensionmark Rolls Out New Investment Reporting Tools; and more.

July 25, 2017

Strategic Beta ETFs: Active or Passive?

Nearly two-thirds of ETF issuers claim to position strategic beta as a replacement for passive ETFs, but nearly two-thirds of advisers who are using strategic beta report replacing active mutual funds.

July 13, 2017

Investment Products and Services Launches

Charles Schwab Adds More Commission-Free ETFs; John Hancock Continues Reducing Mutual Fund Fees; Rise Financial Opens its Doors for Socially Responsible Investing; and more. 

July 10, 2017

PLANADVISER DCIO Industry Snapshot

Mutual funds continue to be the investment vehicle of choice among the 42 DCIO providers surveyed, while exchange traded funds are almost entirely avoided.

June 09, 2017

Retirement Industry People Moves

Pavilion Advisory expands consultant team; American Century Investments names head of ETFs; Deutsche AM expands equities portfolio management team; Lockton hires senior VP; Glenn Reed retires from Vanguard.