Name/ticker | Classification | 3-month average daily volume | Expense ratio* |
---|---|---|---|
First Trust Managed Municipal ETF (FMB) | General & insured municipal debt | 4,685 | 0.65% |
iShares Core Total USD Bond Market ETF (IUSB) | General bond | 4,167 | 0.15% |
iShares Yield Optimized Bond ETF (BYLD) | Multi sector income | 3,456 | 0.28% |
iShares Interest Rate Hedged High Yield Bond ETF (HYGH) | High Yield | 2,063 | 0.55% |
db X-trackers Solactive Inv Grd Subordinate Debt (SUBD) | Corporate debt funds BBB-rated | 1,081 | 0.45% |
iSharesBond Dec 2018 Corporate Term ETF (IBDH) | Short investment grade debt | 235 | 0.10% |
iShares Interest Rate Hedged Corproate Bond ETF (LQDH) | Short investment grade debt | 121 | 0.25% |
iSharesBond Dec 2016 Corporate Term ETF (IBDF) | Short investment grade debt | 67 | 0.10% |
As of June 30. Excludes leveraged and inverse funds, and exchange-traded notes. *Most recently reported net prospectus expense ratio. Source: Lipper, a Thomson Reuters company
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.