passive products

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  Multi-Family Offices Moving to Pooled Investment Vehicles: Cerulli

  By Michael S. Fischer  |  October 11, 2011

  Family offices’ increasing use of pooled investment vehicles presents an opportunity for wealth managers, Cerulli reports. Family offices also pick vehicles with potential for superior after-tax performance.

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  The New Wave of Active ETFs

  By Jane Wollman Rusoff  |  September 29, 2011

  That new kid on the block with the monogram “ETF” isn’t just passing through town — the exchange-traded fund is here to stay. And what’s been hyped for three years as the next big thing in the hot ETF market, actively managed ETFs, may soon spark major change, when Pimco...

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  BlackRock Files to Expand ETF Offering With 13 Actively Managed Funds

  By Danielle Andrus, AdvisorOne  |  September 2, 2011

  BlackRock has filed with the Securities and Exchange Commission to offer 13 equity ETFs, Bloomberg reported Thursday. The actively-managed ETFs are designed to compete with stock-picking mutual funds.

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  What’s Next for ETFs?

  By John Sullivan, AdvisorOne  |  August 30, 2011

  The second day of the 'Empowering Investment Advisors' conference kicked off in Denver on Tuesday with a look ahead at the ETF space. The conference was jointly hosted by back-office provider Orion Advisor Services and do-it-yourself alternative investment developer Gemini Fund Services.