ETF Guide for Financial Advisors magazine
A supplement to the May 2014 issue of Investment Executive newsletter
- By: IE Staff
- April 28, 2014 October 12, 2019
- 15:30
A supplement to the May 2014 issue of Investment Executive newsletter
Reps will place ETF trades directly on Broadridge’s Dataphile platform
New Global Equity Focus Fund, International Equity Currency Neutral Fund and Series T5 Global Convertible Bond Fund
Manulife UL, which replaces InnoVision lineup, features a new commission structure for advisors
This small-cap specialist runs a concentrated mandate
ETFs provide easier access to this specialized asset class
Most clients are looking for simplified formats to learn about these complex new products
Vast majority of leveraged ETF buyers are direct investors
Greater efficiency is the goal
Minimum investment amounts reduced for Premium and K-Series
Value manager focuses on less volatile U.S. stocks
Funds seek to address retirement shortfall potential related to investor conservatism and volatility fears
Index captures representation across 15 developed markets countries in Europe
Lower management fees on seven index ETFs
Fund mergers and sub-advisor change take effect in June
Unimpressed with the world’s balance sheet
Cash Flow Series expanding to low volatility funds and TD North American Dividend Fund
New offerings for investors seeking tax-efficient investment solutions
Deborah Fuhr, managing partner and co-founder ETFGI, discusses the rise of exchange-traded funds, their impact on portfolio management and which ETF strategies work best for…
Fund company security-holders approve seven product mergers
New managers for Monthly Pay Fund
Series F management fees reduced; 33 new Series D funds available through InvestorLine
Funds to continue using index investing model
In part three, the managers comment on their exposure to various non-financial sectors and some of the holdings they favour