Hugh Murphy, managing director of Credo Consulting, discusses the results of a recent survey of how advisors are using exchange-traded funds. The survey was conducted…
Mandeville Wealth Services may be on the leading edge of mutual fund dealers selling ETFs
ETFs provide many options for hedging, but you need to ask whether or not this is necessary for your clients
As CRM2 ramps up, more advisors are offering ETFs and fee-based accounts
"Smart beta" ETFs are based on customized indices. They are one way to add a dash of spice to your clients' portfolios
But Questions of trust and transparency are holding some advisors back
Use sector ETFs to fine-tune your clients’ exposure
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…
These ETFs are designed to smooth the ride for risk-adverse clients, but take the time to understand the strategy
Some actively managed ETFs strive to better their benchmarks
More and more, ETFs represent the “democratization” of investing
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…
James Breech and cougar global integrate financial planning and investment management to meet clients' goals
Reg Jackson says his clients were looking for a lower-cost alternative to mutual funds
Andrew Pyle uses ETFs to achieve flexibility and transparency for clients' portfolios
Clearing the way for clients
The new rules require a lot of number crunching and record-keeping. A variety of digital tools are now available
Many firms are developing guidelines and forms for advisors to talk to clients about the costs OF their investments
Discussions about fees will require a new approach under CRM2
The new regime will mean more data gathering, more written reporting and more in-depth conversations with clients
After a decade of push and pull between regulators and the industry, fundamental change is here
Daryl Charanduk shares tips that keep clients and regulators satisfied
Those who fail to comply with CRM2 could face discipline
With many financial products not subject to CRM2, some experts say the new rules may be extended
Sort out the difference between Fund Facts and CRM2