Tag: ETFs

Shifting sales strategies cause asset managers to focus on value-add programs, research found.

Gemini Fund Services LLC and Arrow Investment Advisors LLC have teamed to launch the Northern Lights ETF Trust.

Adviser adoption levels of exchange-traded funds (ETFs) are guideposts to their fund evaluation and selection processes, a survey found.

Retirement plan reporting and monitoring services from Markov Processes International (MPI) are now available to advisers on Legg Mason’s DCIO distribution platform.

Stock and bond funds saw more than $1 trillion of capital appreciation in 2012 so far, according to Strategic Insight.

Risk management continues to be a driving force behind registered investment advisers’ (RIAs’) approach to structuring client portfolios.

Interactive Data Corporation unveiled its white label suite of ETF Web tools to help advisers analyze, build and promote investment strategies using ETFs.

Clark Capital Management Group added three of its retail strategies to their roster of Navigator 401(k) Solutions.

Investors wanting to know more about exchange-traded funds (ETFs) can visit the ETF Education Exchange.

Exchange-traded fund (ETF) assets decreased $11.9 billion, or 0.9%, in October.

Assets have nearly doubled, from $572 billion in 2008, to $1.1 trillion through the first half of 2012.

A lack of education may be impeding adviser usage of traditional alternatives.

FTSE Group established a new exchange-traded products (ETP) service unit.

 A free iPad app from Invesco gives advisers access to investing capabilities.   

State Street Global Advisors (SSgA) created an ETF Due Diligence Checklist. 

The Investment Company Institute (ICI) and exchange-traded fund (ETF) firms developed a website to answer questions investors have before they invest in ETFs.

 Risk management remains top of mind as registered investment advisers (RIAs) pursue a strategic mix of products.   

Invesco PowerShares Capital Management LLC announced the anticipated listing of the PowerShares S&P 500 High Dividend Portfolio on October 18 on the NYSE Arca.

ExpertPlan Inc. will provide recordkeeping and administrative services for One Capital Management LLC’s Strategic Retirement Solutions Model Program.