portfolio management tools

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  Rise of the ETF Asset Managers

  By Ryan Issakainen  |  November 20, 2012

  As an ETF strategist, much of my time is spent parsing the differences between funds in an ever-increasing universe of exchange-traded funds (and other ETPs).

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  Envestnet to Acquire Tamarac for $54 Million; Gets Entrée to Higher-End RIAs

  By James J. Green, AdvisorOne  |  February 16, 2012

  Portfolio technology provider Tamarac has 500 advisor firm clients; will become separate division within Envestnet, which will use available cash to fund the acquisition.

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  Client Commission Practices and Soft Dollars

  By Les Abromovitz  |  January 1, 2012

  RIAs should always evaluate whether the products and services they receive from broker-dealers are appropriate. The SEC suggested that an RIA’s failure to stay within the scope of the Section 28(e) safe harbor may violate the advisor’s fiduciary duty to clients, so RIAs must evaluate their soft dollar relationships on a regular basis to ensure they are disclosed properly and that they do not negatively impact the best execution of clients’ transactions.

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  Top Portfolio Products: AdvisorShares, Cousteau Develop ETF; Van Eck Introduces Closed-End Municipal Bond ETF

  By Marlene Y. Satter, AdvisorOne  |  July 18, 2011

  New products introduced in July include a socially responsible ETF from AdvisorShares and a closed-end municipal bond ETF from Van Eck, as well as a guaranteed income annuity from New York Life and a China currency bond fund from Guinness Atkinson.