Wealth Management ETF Strategies

OCTOBER 17, 2019

ETFS

The Top-Performing ETFs of the Past Three Months

Aniket Ullal, First Bridge Data

Silver and Treasury bond funds topped the list of ETFs that saw the highest returns over the past three months.

ETFS

Alpha Update: Passive Beats Active

Brad Zigler

Buying the low-volatility anomaly on the cheap.

SPONSORED CONTENT

Direct Indexing: The Financial Industry’s Next Revolution

Sponsored by CLS Investments

Learn more about direct indexing and how you can take advantage of its benefits to improve client performance.

DOWNLOAD WHITE PAPER

ETFS

Passive Proliferation Slows as 770,000 Indexes Scrapped in 2019

Justina Lee

The number of indexes around the world fell more than 20% to 2.96 million in 2019.

SPONSORED CONTENT

The Power of Direct Indexing Tax-Managed Models to Add Tax Alpha

Sponsored by FTJ FundChoice

Discover how to set your services apart and provide additional value to clients by utilizing the power of direct indexing.

FIXED INCOME

Wall Street Rush to Safety Is Biggest Since Lehman Brothers Collapse

Michael Msika and William Canny

Over the past six months, money market funds attracted $322 billion of inflows, the largest flight to safe assets since the second half of 2008.

WEALTHMANAGEMENT DIGITAL EDITION

Are REIT ETFs Running Out of Steam

REITs have been on a tear over the past decade; will continued low rates keep the pace going?