Eq: Total Market

You might say this is why major ETF firms are bringing home the bacon: factor investing, which an increasing number of ETFs are tapping into, according to fa-mag.com.


These days, the likes of Invesco State Street and Global Advisors dispense a wave of factor ETF choices.


ETFs associated with, for example, value, low beta and momentum, are more investments tactics that dispense clients with a chance to overweight areas of the market that are performing the best while paring down exposure to those that are missing the boat.


Factor investing aside, you might say inexpensive ETFs are, well, the cat’s meow as they draw blossoming attention, according to finance.yahoo.com. The article originally appeared on ETFTrends.com.


Faced with opting for a pair of exchange traded funds that monitor themes or markets that are alike, cheaper options, more and more, are in the sights of long term investors. 


As it has been, the SPDR S&P 500 ETF Trust (SPY) remains highly popular still is an investment option with wide exposure to the U.S. equity markets. That said, reported Bloomberg, SPY, year to date, has incurred around $25 billion in outflows.


How often does opportunity knock? Well, financial advisors could be hand wringing if they allow a chance to further buck up their business with model portfolio strategies and step up the client experience slip through their fingers, according to etftrends.com.

Shucking aside, simply put, a model’s a framework for a financial advisor, explained Brad Shepard, head of Advisor Innovation, WisdomTree Asset Management, said in a webcast, How to Build a Better Business with Model Portfolios. It enables the advisor to structure asset allocation and fund selection in their practice on behalf of a client, the continued.


Leveraging model portfolios to outsource the management of portfolios can help abet a greater degree of a client centric model and enhance the competitiveness of a business model, noted investmentnews.com.

According to Investment News, four examples of outsourcing options upon which advisors are implement that can rachet up firm operations and, possibly, culminate in ideal results:

1.Virtual administration services
2. HR assistance
3. An outsourced CFO
4.Portfolio management


Anyone see the copy desk? It appears the definition of the fiduciary might be in for a rewrite, according to winkintel.com.


At this point, the Department of Labor needs to rewrite its fiduciary definition to all but make all first time advice fiduciary is just about the lone thing still on the table, analysts concur.

In that event, the alternation would pull weight and basically revert the DOL back to its maiden 2016 fiduciary rule, said Brad Campbell, partner at Faegre Drinker law firm. As it stands, the DOL’s package known as the investment advice rule makes rollover advice fiduciary, the site continued.


Valuable investment advice consists of two primary elements. One evolves around a new prohibited transaction exemption. Here, advisors can provide conflicted advice for commissions. The other is a reinstatement of the 1975 “live part test” in order to ascertain that which constitutes advice on investments.


Campbell noted the initiative’s “likely to be a very substantial proposal that will harken back to legal fights of 2016, which the DOL ultimately lost,” according to fa-mag.com.

The DOL, he continued, “is taking the position that fiduciary starts with the initial or rollover conversation. That's a pretty aggressive reinterpretation of what they historically had said, which frankly was ... that most rollovers were not fiduciary,”.

Page 6 of 95

Contact Us



Subscribe to our daily newsletter

We use cookies to improve our website. By continuing to use this website, you are giving consent to cookies being used. More details…