Portfolio Solutions

• What Place for Maturity ETFs?

  By Ronald L. Delegge  |  May 28, 2013

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  Envestnet Launches Weekly Market Calls for Advisors

  By James J. Green, AdvisorOne  |  September 27, 2011

  “Market Morning” conference calls will provide access to Envestnet, outside experts.

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  Envestnet May Not Be Finished With Acquisitions After FundQuest Deal

  By James J. Green, AdvisorOne  |  August 19, 2011

  Envestnet Chairman Jud Bergman says more acquisitions possible following $24 million deal for TAMP provider.

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  Advisor Ferri Shares His Favorite ETFs, Funds

  By Gil Weinreich, AdvisorOne  |  February 10, 2011

  Rick Ferri likes Vanguard and DFA, and most of all, he likes cheap

• ETFs: Walking the Walk

  By Michael S. Fischer  |  May 28, 2009

  Richard Ferri would like nothing better than for the ETF market to be efficient enough so that he could use all ETFs. But it's not, says Ferri, founder and chief executive of Portfolio Solutions.

• Is Modern Portfolio Theory Dead?

  By Marie Swift  |  May 1, 2009

  Diversified Fate The last 18 months have been an unmitigated disaster. Financial planners have seen their income melt away like global warming on steroids. The stock...

• Whiter ETFs?

  By Staff Writer  |  June 1, 2008

  During the mid-1990s, the first generation of ETFs arose to track key benchmark indexes, like the S&P 500, Dow Jones Industrial Average and Nasdaq-100. Toward...

• Mapping the Index Universe

  By Staff Writer  |  December 1, 2007

  The rapid explosion of exchange-traded funds (ETFs) has been truly amazing to watch. With almost 600 U.S.-listed funds trading and over $500 billion in assets,...

• Cutting the Tax Man's Take

  By Staff Writer  |  November 1, 2007

  If you're looking for ways to boost your client's investment performance, the key may reside in how well you use ETFs to reduce the bite...

• Is Your Portfolio Bilingual?

  By Staff Writer  |  April 1, 2007

  Harvard University's rich (and closely watched) endowment continues to capture stellar returns. The $29.2 billion Harvard investment portfolio earned an annualized 10-year performance of 15.2 percent...