Latest News


September 21, 2017

More Advisers Using Closed-End Funds

The top two reasons include the attractive yield and return on investment as well as helping clients generate more income in their portfolios.

September 12, 2017

Millennials Missing Out on Growing Retirement Savings

Forty-one percent of Millennials are avoiding the stock market and using savings accounts to save for retirement, which LendEDU estimates will cause Millennials to miss out on more than $3.46 million by retirement age.

September 07, 2017

Strategic Beta ETFs Among Fasting Growing Asset Classes

An increasingly popular asset class, investors shouldn't pay significantly higher fees for these strategies than market-cap-weighted alternatives, which capture the same performance drivers and can replicate most of their returns.

August 29, 2017

A Decade After PPA and the QDIA Debate Continues

The transition period, from five years before retirement to five years after, is the most critical phase of lifecycle investing—and potentially the most difficult to manage with a standard TDF glide path.