Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients’ income tax bills.

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A two-tier pathway is emerging for ETF providers: Large fund companies dominating the market for more common investments, while white-label funds carve out unique niches.

All hail no loads and ETFs!

We sat down with Jeff Mortimer, director of investment strategy, BNY Mellon Wealth Management in Boston

Last year’s second best performing asset class, the MSCI EAFE, should outperform in 2013, according to research by The Leuthold Group. But tread lightly.