SEC Has Some Catching Up to Do on ETFs, IM Chief Says
By Melanie WaddellThe Big questions, according to SEC's Dalia Blass: Should ETF index providers register as investment advisors? And what does 'ETF' really mean these days?
March 26, 2018
NAFA Drops Appeal Against DOL Fiduciary RuleThe recent 5th Circuit decision vacating the rule renders NAFA's case moot, the group says.
March 26, 2018
How Can Active Investors Survive in a Passive World? Get SmallInstitutional investors are increasing their allocations to focused strategies, aka concentrated funds.
March 26, 2018
ImpactAssets Drops Investment Minimums, Fees, Adds New Funds: Portfolio ProductsIn other product news, RobustWealth added direct indexing to its digital wealth platform.
March 26, 2018
The Stock Market Doesn't Want a Trade WarStrategists are advising caution and urging investors to check their long-term goals, timeline and risk tolerance.
March 24, 2018
These 3 Threats Scare Gen Xers More Than Basic Retirement Costs: IRIToo many advisors may be skipping over what consumers ages 35 to 55 really want to talk about.
March 24, 2018
State Insurance Regulators Eye Their Rivals in BaselOther controversies at the National Association of Insurance Commissioners' spring meeting include LTCI rate increases and variable annuity reserving rules.
March 23, 2018
Great-American Adds Variable Indexed AnnuityPurchasers can get a full prospectus, and an index menu that includes a gold index and a real estate index.