CLS Investments is launching five new direct indexed strategies for advisors who use its sister platform, FTJ FundChoice, a turnkey asset management program. Three of CLS’s strategies are direct ...

When it comes to choosing an index crediting strategy, there is no one-size-fits-all approach, according to Jeff Barnes, EquiTrust regional vice president. Barnes presented a three-step approach to ...

This article was written by Sean Murphy, Multi-Asset Index Product Manager at Bloomberg Index Services (BISL). While equity selloffs have garnered much attention this year, volatility in the fixed ...

ING announced that it will introduce a new indexed universal life insurance product that will offer interest crediting based on an indexed strategy option that includes two non-U.S. stock market ...

The iShares S&P 500 Value ETF offers diversified exposure to large-cap U.S. value stocks with a 1.71% yield and $41B in AUM. IVE is heavily weighted in information technology and provides moderate ...

While you attempt to make every penny count with your personal finances, you should do the same with your taxes. That’s why you should employ every rule in the book to save money on your tax bill. One ...

For the Invesco S&P 500 Quality ETF, the full expense ratio is 0.21%, but the fund's expenses are being limited to 0.15% until at least Aug. 31, 2027. The Invesco S&P 500 Momentum ETF has led for all ...

Exchange-traded funds that track indexes can work well for investors because they can ride along with rising markets with low fees that enhance long-term returns. And it is difficult for active ...

Accurately forecasting potential reversals in financial markets can be a powerful tool as it helps traders identify favorable trade entry and exit points which can result in more profitable trading.

The investment seeks growth of capital. The fund, under normal circumstances, will invest at least 80% of its assets (defined as net assets plus the amount of any borrowing for investment purposes) in ...