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The active/passive debate is a two-dimensional issue; there’s management of funds, and then management of the portfolio comprised of those funds. Here the author analyzes the performance variations this creates in two model portfolios.
Two studies, one from Morningstar and another from Vanguard, help advisors show clients—in cold, hard percentage points—how much their expertise and guidance is actually boosting investment returns.
Factor investing strategies are finding their way into bond ETFs. Is it time to dive in?
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025