ETF sales stay positive, mutual fund redemptions moderate
Get the inside scoop, from fund features to volatility and risk
A closer look at several methodologies beyond standard deviation: max drawdown, batting average and more
If we want to serve our clients’ children, we must be comfortable teaching the basics of investing
The best solution to the complex transition may be flexibility
GuardPath funds aim for steady cash flow over 20 years or a large payout for survivors in 2042
The use of passive index ETFs doesn’t necessarily mean passivity in how they’re deployed
Cash alternative ETFs were also popular, while crypto funds saw outflows
Evaluating the two options requires understanding your client’s needs, particularly concerning liquidity
IFIC data show that redemptions from equities funds continued