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News & Press
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The Closed-End Fund Market Shrinks
August 5, 2015
The closed-end fund market is clearly changing. Between 2011 and July 2015, the number of CEFs had fallen 20% from 700 to only 565, according to Morningstar data. The growing exchange-traded fund market may be capturing some investors who may…
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How Publicly Traded REITs Fit Into a Retirement Portfolio
August 3, 2015
As the economy revs up, so does talk of an interest rate hike. For advisors cobbling together a retirement portfolio for their clients, the question becomes: How will the different investment classes perform in a rising interest rate environment?…
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EQIS Capital Set to Accept Curian Assets
August 3, 2015
EQIS Capital, an asset management firm based in San Raphael, Calif., is gearing up to work with advisors who have client assets at Curian Capital, which is being shut down by its parent company, Prudential Plc…
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Do You Have Too Much Apple in Your ETF Portfolio?
July 29, 2015
Apple has played its part in juicing ETF investments…
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Stop-Loss is a Cure for Emotional Investing
May 14, 2015
Twice in the last 15 years — in 2002 and 2008 — the market has lost 20% to 30% after a long run-up. Clients who are nervous in today’s investment environment likely experienced those downturns firsthand and don’t want to…
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Does Your Mutual Fund Own Too Much Apple?
April 17, 2015
Apple’s success has made it a market behemoth—which means it’s taking up a larger portion of many funds. Perhaps too large…
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Build a Solid Portfolio with Index ETFs
November 7, 2014
It’s fun to bet on niche areas markets and win big, but when constructing a long-term investment portfolio, investors are better off sticking to simple and broad exchange traded funds…
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Where Advisors See the Best Bond Values
November 14, 2014
Views on where to go for the best bond returns are as varied as advisor hairstyles. But that doesn’t stop FAs from touting their favorite picks…
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Email Review: 5 Best Practices for Advisors
October 3, 2014
Financial advisors know that they must comply with SEC requirements to archive all email sent to and from their firm’s employees, but knowing what to look for when reviewing email may not be as clear…
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