Equity Investors Rotate Out of US Into Eurozone: BofA Merrill Survey
The latest BofA Merrill Lynch fund manager survey shows U.S. equity allocations plunging to lowest level in more than nine years.
Can Earnings Season Help Stocks Avoid an Overdue Correction?
That question was just one of many discussed in a recent CFRA webcast "Sell in May, or Will EPS Growth Save the Day?"
Why Individual Investors Support Fiduciary Rule: Financial Engines Survey
A survey from the nation's biggest 401(k) advisor found that 93% of Americans want advisors working on retirement accounts to put client interests first.
Most Americans Say Tax System Is Unfair: Pew Research
But at the same time, the majority say their personal tax burdens are not.
Interval Funds: Pros & Cons of an Alternative Investment You May Have Never Heard Of
These funds are growing in popularity because of potentially high returns and high yields, but there can be a steep price for that.
Morningstar Pushes Change in DOL Fiduciary Rule Enforcement
The fund rating agency suggests a third-party audit of firms’ “big data” to check if individual portfolios are providing a “best interest standard of advice.”
Think Longevity, Not Just Performance, When Buying Actively Managed Funds
The SPIVA Scorecard from S&P Dow Jones Indices found that fewer than half of actively managed equity funds survived over 15 years.
Why a Diluted Fiduciary Rule Is Bad for Advisors: Betterment, CFP Board
Betterment, CFP Board and Consumer Federation say that a watered-down rule could hurt not just investors but advisors, and they discuss what could happen next.
RIAs Now the Biggest Driver of ETF Asset Growth: Broadridge
A new report says fee-based RIAs have replaced institutional investors as the leading force behind the growing demand for ETFs.
What Clients Want, and What Advisors Think They Want
A new survey reveals several disconnects between the two.