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...