Investor Sentiment 10 Years After the Global Financial Crisis

Our 2018 Global Survey of Individual investors finds that amidst a bull market and low interest rates, investors are wrestling with three critical conflicts.

  • 3 days ago
Active Tax Management: A Year-Round, All-Markets Approach

Thinking about taxes only once a year or only in down markets may be an outmoded approach to tax management.

Managing Investors’ Emotions with the Help of Minimum Volatility Strategies

Minimum volatility strategies have the potential to reduce the negative effects of market movements on portfolios.

The Role of ETF Strategists: What They Do and How They Can Help

A look at ETF strategists and the role they play in assisting financial professionals achieve their financial goals.

3 Tips for Trading Exchange-Traded Funds (ETFs)

Trading ETFs can involve considerations that differ from those when trading individual securities.

Listen
Fiduciary Update: Using ESG Factors in ERISA Plans

The latest DOL bulletin reaffirms that plan sponsors need to evaluate ESG-themed funds using the same due diligence process applied to any other potential plan investment.

  • April 26, 2018
15 Timeless Investment Virtues

In uncertain markets, bullish and bearish soundbites abound in equal measure. David Lafferty offers his thoughts on making sense of the conflicting signals.

Watch
Building a Sustainable Future: ESG in Retirement Plans

Learn why funds that consider ESG (environmental, social, governance) factors are gaining traction with retirement plan sponsors and participants.

New Rules? Not Yet: Fiduciary Rule Update

Recapping the Department of Labor’s (DOL) recently approved 18-month extension of the fiduciary rule’s implementation date.

Changing the Climate of Target Date Funds

Learn how ESG-driven target date funds allow plan participants to align their investment strategy with their personal values.