How to Work Toward Financial Well-Being Without The Detours

By Yazann Romahi via Iris.xyz There are many different paths that you can take towards financial well-being and several things that should be avoided along the way. I’ve put together a list to help: 1. Annuities should be avoided because they are expensive, overly structured, and complicated “solution” to the wrong problem (risk aversion). Annuities are sold…

Six Advisor Mindsets that Change Everything

By Andrew Sobel via Iris.xyz Most corporate training focuses on imparting knowledge, improving skills, and changing behaviors. But the most fundamental impact on your performance and success comes, arguably, from changing your mindset. Mindsets drive your outlook. They can bottle you up and restrict your freedom, or, they can free you to accomplish great things. I…

6 Daily Success Habits of World Class Advisors

By Robert Brown via Iris.xyz Over the past week, we’ve been talking about time mastery.  How to go from being a slave to time to getting more done in less time. The thought is liberating. And based on the emails I’ve received, this discussion has hit home.  (More on those emails in a second.) When it comes…

Private Equity Head Tapped to “Fix” US Intelligence Apparatus. Why?

By Kathleen McBride via Iris.xyz Why should we think the head of a private equity company could effectively “fix” US Intelligence? It is not apparent that this individual is even remotely qualified to fix the US intelligence apparatus. And it’s debatable that it is even broken, except in the eye of someone who seems afraid the intelligence community…

Stocks

ETFs

Cyborgs Are the Future for Advisors

By Kathleen McBride via Iris.xyz Becoming cyborgs is the way to go for financial advisers…blending robotics and humans into one organism. You see, I am convinced that robo-advice models will succeed and prosper. I am also convinced that human advisers will succeed and prosper. I am further convinced that some of each will fail entirely and die, but…

Building a Better Index With Strategic Beta ETFs

By Yazann Romahi via Iris.xyz With the global economy warming up, but political uncertainty remaining a constant, it’s more important than ever for investors to position their global portfolios to navigate long-term market volatility. That’s where the power of diversification comes in, says Yazann Romahi, Chief Investment Officer of Quantitative Beta Strategies at J.P. Morgan Asset Management…

Follow the Sentiment to Find Investing Opportunities

By Frank Homes via Iris.xyz Last Monday, I had the opportunity to attend a conference at Goldman Sachs’ Dallas office. Among the dozens of money managers and investors who attended, a combined $1 trillion in assets was represented. The speakers were numerous, from famed economist Jan Hatzius, Goldman’s head of global economics, to Jeff Currie, global head…

Top Low-Cost Educational Resources for Fund Marketers

By Dan Soldhelm via Iris.xyz When a boutique firm’s primary business is the institutional or high net-worth marketplace, some executives would rather manage portfolios than manage the product line of mutual funds. “We pay for investment research over mutual fund industry research,” said one CEO and portfolio manager of a boutique asset manager with just a…

The Stories of Financial Well-Being in Decline Are Simply Not True

By Rick Kahler via Iris.xyz Do you think the world is getting better, or worse, or neither? Based on a recent survey by Max Roser of the University of Oxford, you probably said “worse.” That was the answer from about 95% of the survey respondents, who were from Sweden, Germany, and the US. To be fair,…

Relationships & Money: 6 Stories to Share With Your New Partner

By Mary Beth Storjohann via Iris.xyz When you start dating, you usually start off sharing stories. Tales of your childhood, your previous relationships and your college days. Those stories help explain to your partner who you are and how you act. Sharing those stories is a vulnerable process and can either deepen the bond or widen…

Accessing Fidelity’s Quant Research Through Passive ETF Options

As more money managers help expand the exchange traded fund universe, investors are now able to capitalize on established management team’s research capabilities and investment styles. For example, the Fidelity Low Volatility Factor ETF (NYSEArca: FDLO), Fidelity Momentum Factor ETF (NYSEArca: FDMO), Fidelity Quality Factor ETF (NYSEArca: FQAL), Fidelity Value Factor ETF (NYSEArca: FVAL) and…

Using ETFs to Control Volatility in International Investments

Many may be wary of overseas risks, but more are looking toward global assets to diversify away form an extended bull run at home. Through an active international exchange traded fund strategy, investors can also limit risks while gaining exposure to the growth potential of foreign economies. ETF Trends publisher Tom Lydon spoke with Nick…

Technology

A Robotics ETF to Tap into a Growing Global Trend

As technology growth continues to pick up speed, robotics and automation could usher in the next industrial revolution. Investors can also tap into the potential explosive growth in the robotics space through a targeted exchange traded fund strategy. “Robotics is a global mega trend that most investors are not positioned for,” William E. Studebaker, President,…

Getting a Handle on Factor Based, Smart Beta ETF Strategies

A number of new exchange traded funds that have hit the market are based on customized indexing methodologies that do not adhere to traditional beta index market capitalization weights. “Non-traditionally weighted strategies, including those based on factors, give investors an increased toolset to better address their objectives and goals,” Christopher Huemmer, Senior Investment Analyst at…

U.S. Stock ETFs Pull Back, Dow on Pace to End 10-Day Streak

U.S. equities and stock exchange traded funds lost their momentum Friday, with the Dow Jones industrial Average set to break its longest streak of record highs since 1987, as cautious investors reevaluate the so-called Trump rally. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P…

Market Observers: Gold ETFs Can Keep Climbing

Gold is off to a fine start this year as illustrated by year-to-date gains of over 7.5% for gold exchange traded products, including the SPDR Gold Shares (NYSEArca: GLD), iShares Gold Trust (NYSEArca: IAU) and ETFS Physical Swiss Gold Shares (NYSEArca: SGOL). Some market observers believe the yellow metal can keep climbing. Gold ETFs have…

Oil ETFs Look for Output Support

The United States Oil Fund (NYSEArca: USO), which tracks West Texas Intermediate crude oil futures, and the United States Brent Oil Fund (NYSEArca: BNO), which tracks Brent crude oil futures, have traded slightly lower to start 2017. However, there is a chance oil could rally as 2017 moves along as more oil-producing nations rein in…

Retirement

Leveraged Gold Miners ETF Sees Big Increase in Activity

The VanEck Vectors Gold Miners ETF (NYSEArca: GDX) and the VanEck Vectors Gold Miners ETF (NYSEArca: GDXJ), the two largest gold miners exchange traded funds, are surging and, not surprisingly, that is leading to some increased activity in leveraged gold miners ETFs. Notably, there is plenty of enthusiasm for the Direxion Daily Junior Gold Miners…

Looking to Malaysia for a Tactical Emerging Markets ETF Idea

The iShares MSCI Malaysia ETF (NYSEArca: EWM) has been flying under the radar this year, but the biggest Malaysia exchange traded fund is higher by nearly 6% and there could be some catalysts ahead for the big Malaysia fund. Malaysian stocks were emerging markets laggards last year. EWM fell 4% while the MSCI Emerging Markets…

A Soaring Utilities ETF Against Backdrop of Possible Interest Rate Rises

Heading into 2017, there was some concern about the ability of the utilities sector and the related exchange traded funds to deliver for investors against the backdrop of multiple interest rate increases by the Federal Reserve. Give the First Trust Utilities AlphaDEX Fund (NYSEArca: FXU), a smart beta spin on utilities, some credit. FXU is…