VIDEO: What Will A New Breed Of Funds Offer Investors

A coming new breed of funds--exchange-traded managed funds-will have some of the attributes of ETFs and some of the attributes of mutual funds and may attract new managers, says Steven Miyao, founder and chief ...

VIDEO: Training Young Advisers

As investors demand more personal attention from their financial advisers, advisers need to make better use of their time, says Craig Pfeiffer, founder and chief executive of Advisors Ahead, which runs a reside...

VIDEO: Smoothing The Transition To Retirement

The retirement dream is to live on the golf course or sail the world, but making the transition from having income and no time to having some income and lots of time can take three to five years, says Dushyant ...

VIDEO: Helping Young Professionals Manage Wealth

Financial advisers guiding young professionals should make sure their retirement plans aren't being shortchanged, and remember that estate planning is as important for them as it is for older clients, says Gran...

VIDEO: Tips For Building a Niche Advisory Business

Conducting seminars can help a financial adviser build a niche market, but "chicken-dinner" sessions won't work, says David Kudla, chief executive of Mainstay Capital Management, who works with auto-industry wo...

VIDEO: Soothing Nervous Investors In A Downturn

Despite the S 500 index's numerous record highs this year, some nervous investors still wanted to sell during a recent downturn, says David Edwards, President of Heron Financial Group. He prepares clients for v...

VIDEO: Financial Advisers Increase Usage of ETFs

Advisers are finding more ways to express their views through exchange-traded funds in all parts of the global market, including within fixed-income, a recent survey found. Daniel Gamba, head of BlackRock's Ame...

VIDEO: Millennials Offer Opportunity For Advisers

The millennial generation will control a tremendous amount of wealth in the near future, and financial advisers who don't reach out may be left behind, says Adam Thurgood, managing director and partner wit...

VIDEO: Funds That Play the IPO Market Find A Bounty

This year's frenzied initial public offerings market is giving the few funds that invest in them a lot to choose from. Some financial advisers say they prefer these diversified portfolios to the possibly h...