The Assets: Portfolio management

FAs Weigh In: How FAs Use Muni Bonds

August 12, 2022No Comments

“Of late, there has been a historic sell-off in munis and the opportunity there may prove even greater in the future,” according to Coastal Bridge Advisors’ Jim Pratt-Heaney.

You Don’t Have to Direct Index to Save Clients on Taxes

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Direct indexing can be great for large accounts with complicated tax situations. But if a client is just looking for a portfolio that is generally tax-aware, ETF model portfolios can often fill that niche, according to a new analysis by Morningstar.

Gold ETFs Take a Shine to ESG

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With inflation roaring and crypto’s failing to act like the great inflation hedge some had hoped for, some ETF sponsors are looking to ways to make gold appealing to the environmentally conscious investor set.

Corporate Bond ETFs' Hidden Cost: 48 Bps

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New research calls for greater regulatory oversight of the relationship between ETF issuers and authorized participants.

FAs Weigh In: The What-Ifs of Wealth Transfer

August 10, 2022No Comments

Advisors share the common wealth transfer mistakes families make.

Envestnet Seeking More ESG, Direct-Indexing Strategies

August 10, 2022No Comments

Envestnet is seeing strong growth in the sustainable strategies on its platform, according to this interview by FA-IQ sister publication FundFire.

FAs Weigh In: Alts Key to Client Portfolios

August 8, 2022No Comments

These advisors advocate alternatives for diversification and potential enhanced returns.

Should FAs Be Tested for Cognitive Decline?

August 8, 2022No Comments

“None of us is immune from capacity issues down the line,” according to Kyle Witschen, director of compliance at Raymond James.

How Innovator ETFs Explains Its Defined Outcome Products

August 5, 2022No Comments

There is no free lunch with defined outcome exchange-traded funds, and investors pay for downside protection with an upside cap on returns, Innovator ETFs' Graham Day tells FA-IQ sister publication Ignites.

Bear Market Behavior: FAs More Open to Active Investments

August 5, 2022No Comments

As markets tumble, advisors say they are more inclined to consider active management, according to a recent survey conducted by Ignites Research.