Special Report
 
INVESTMENT STRATEGIES
 
Wealth Management Morning Memo
 

JUNE 29, 2019

FIXED INCOME

How Smart Are You About Fixed Income Investments?

John Kador

How well do you know the characteristics of fixed income investments and how they operate?

FULL ARTICLE

EQUITIES

Is Direct Indexing Really the Next $100 Billion Financial Advisor Opportunity?

By Vijay Vaidyanathan

ETFs disrupted mutual funds by offering something a little bit better. Now ETFs face disruption because direct indexing offers several new features that make them much better.

FULL ARTICLE

ETFS

What’s Next in ETFs? The Great Unwrapping

Diana Britton

The age of ETF domination is over, said Matt Hougan and Dave Nadig at Inside ETFs. Direct indexing is the next big disruption.

FULL ARTICLE

THRIVE AWARDS

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EQUITIES

Bob Doll’s Predictions for 2019

Diana Britton

Unlike past years, 2019 is a tougher one to forecast, says Nuveen’s chief equity strategist, but he’s leaning towards a bullish view on stocks.    

FULL ARTICLE

ETFS

Stocks: Crisis of Confidence Over?

Brad Zigler

Buyers are being quite selective.

FULL ARTICLE

ETFS

Active ETFS: “An ETF Innovation That Makes Sense”

Dan Weil

The benefits of an ETF wrapper can apply as much to actively managed strategies as they do to their passive counterparts.  

FULL ARTICLE

ETFS

Inside ETFs Q&A: Larry Swedroe Says Most ETFs Are Garbage

Dan Weil

The director of research for Buckingham Wealth bemoans the factor "zoo" that the ETF market has become. "Maybe a handful or two are worth considering."

FULL ARTICLE

MUTUAL FUNDS

The Best Retirement Income Fund

Brad Zigler

Given the instability in the market, can clients rely on these income funds to provide the support they expect?

FULL ARTICLE

ALTERNATIVE INVESTMENTS

Opportunity Zone Investments Explained

Dan Weil

A flood of new funds are rising up to help investors take advantage of the new tax breaks, but hedge fund-like fees, risky projects and a lack of oversight could lead your client down a black hole.

FULL ARTICLE