ETF Guide 2015: From the editor
In this, Investment Executive‘s (IE) second annual ETF Guide for financial advisors, we discuss some major trends in products and strategies in the exchange-traded fund…
Latest news in ETF Guide 2015
Building ETF portfolios
James Breech and cougar global integrate financial planning and investment management to meet clients' goals
- By: David Israelson
- April 27, 2015 November 9, 2019
- 23:00
ETFs by the basket
Reg Jackson says his clients were looking for a lower-cost alternative to mutual funds
- By: David Israelson
- April 27, 2015 November 9, 2019
- 23:00
ETFs and the fee-based advisor
Andrew Pyle uses ETFs to achieve flexibility and transparency for clients' portfolios
- By: Rudy Mezzetta
- April 27, 2015 November 9, 2019
- 23:00
Charting a new course
Mandeville Wealth Services may be on the leading edge of mutual fund dealers selling ETFs
- By: Susan Yellin
- April 27, 2015 November 9, 2019
- 23:00
Opinion: To hedge, or not to hedge
ETFs provide many options for hedging, but you need to ask whether or not this is necessary for your clients
- By: Dan Hallett
- April 27, 2015 November 9, 2019
- 23:00
New fee transparency boosting ETFs
As CRM2 ramps up, more advisors are offering ETFs and fee-based accounts
- By: Fiona Collie
- April 27, 2015 November 9, 2019
- 23:00
Outsmarting the market
"Smart beta" ETFs are based on customized indices. They are one way to add a dash of spice to your clients' portfolios
- By: Jade Hemeon
- April 27, 2015 November 9, 2019
- 23:00
Advisors are getting cosy with ETFs
But Questions of trust and transparency are holding some advisors back
- By: Megan Harman
- April 27, 2015 November 9, 2019
- 23:00
Narrowing your focus
Use sector ETFs to fine-tune your clients’ exposure
- By: Dwarka Lakhan
- April 27, 2015 November 9, 2019
- 23:00
In the market for income
There is a wide variety of ETFs to choose from, but the key is to manage duration, especially if you think rates are bound to…
- By: Dwarka Lakhan
- April 27, 2015 November 9, 2019
- 23:00
Opinion: Lifting the hood on low-volatility ETFs
These ETFs are designed to smooth the ride for risk-adverse clients, but take the time to understand the strategy
- By: Dan Hallett
- April 27, 2015 November 9, 2019
- 23:00
Free rein for managers
Some actively managed ETFs strive to better their benchmarks
- By: Jade Hemeon
- April 27, 2015 November 9, 2019
- 23:00
Levelling the playing field
More and more, ETFs represent the “democratization” of investing
- By: Jade Hemeon
- April 27, 2015 November 9, 2019
- 23:00