Caroline Cakebread

Market Insights

When diversification drags returns

Are your clients’ portfolios watered down?

By Caroline Cakebread |March 4, 2016

6 min read

Estate Planning

When bad trusts happen to good people

Help your client find his way around a poorly written trust

By Caroline Cakebread |January 16, 2015

8 min read

Financial Planning

5 tips to set up an accurate trust account

If you decide to include a trust for your beneficiaries as part of your financial plan, here are some tips to ensure it's accurate.

By Caroline Cakebread |January 9, 2015

2 min read

Investing

Why you should care about volatility (but not too much)

Many stocks that are prone to sudden gains are liable to rapid losses, too

By Caroline Cakebread |November 12, 2014

4 min read

Industry

Pensions take a passive stance

Disillusioned with active management, more and more plan sponsors are running the other way.

By Caroline Cakebread |July 16, 2013

2 min read

Industry

MSCI vs. FTSE: They’re not the same index

Vanguard’s shift away from MSCI indexes has a lot of ETF investors asking key questions.

By Caroline Cakebread |March 1, 2013

2 min read

Products

The market maker’s role in the “ETF ecosystem”

ETFs stand out because they provide an essential layer of liquidity, but you need to understand how.

By Caroline Cakebread |January 3, 2013

2 min read

Industry

Active ETFs get boost from SEC

Regulators see ETFs as interlopers in the investment world. But this is now changing.

By Caroline Cakebread |December 12, 2012

2 min read

Industry

How liquid is your ETF?

Look under the hood and understand the trading dynamics behind your clients' ETFs.

By Caroline Cakebread |December 5, 2012

2 min read

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