Advisors are increasingly opting for active ETF strategies when constructing client portfolios, according to a Fidelity analysis of advisor portfolios. In total, Fidelity found that as of the fourth ...

Financial advisors are allocating the majority of total assets toward active strategies, according to a new report. The survey of more than 1500 financial advisors reveals that they now allocate an ...

Amid changing market conditions, retirement plan advisors are focused on resilient portfolio construction to drive better long-term results for clients. The majority (81%) of retirement plan advisors ...

“Unless there’s a need for liquidity, we don’t want our clients putting money into permanent life insurance. We want that money here as assets under management.” I first heard that said over 30 years ...