These proposed funds run the gamut from simple to complex. All are intriguing.

It’s true that retail investors have been selling domestic-oriented equity mutual funds for the last five years. But they are buying foreign ETFs.

Some financial advisors are “tricking” out their offices and dressing down to attract Gen X and Y investors. But you’ve got to change more than just your look to attract the new generation of clients. The young’uns demand lower fees, no minimums...

Assets mostly were up, but advisors are on the move.