A confluence of factors has fueled the flow of assets into index-based ETFs and mutual funds, and despite the heavy pipeline of new actively-managed ETFs, passive strategies will continue to dominate, ...

Most advisors are familiar with fixed index annuities and have used them in their client portfolios Annuity contracts have become an increasingly consistent part of financial advisors’ client ...

Advisors dominate 70 percent of conversation time in first prospect meetings and ask factual or closed-ended questions more than 90 percent of the time, according to new research from Horsesmouth's ...

A recent industry survey of financial advisors conducted by Nasdaq Global Indexes in collaboration with Wealth Management IQ (the “Survey”) reveals that the majority are relying on centralized ...

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