The Rise of Actively Managed ETFs
Active ETFs have grown significantly in the past year and will eventually compete with traditional active mutual funds, SEI and ETF Trends say.
13 Best & Worst 529 College Savings Plans of 2014: Morningstar
ThinkAdvisor whittled down Morningstar’s look at 84 college investment plans to see which ones do it right — and wrong.
Finding a Custodian That Fits, Part 2: TradePMR
In the second in our series on the pros and cons of RIA custodians, we take a closer look at TradePMR.
Do Alternatives Really Boost Portfolio Performance?
Morningstar research shows ETF-managed portfolios emphasizing alternative investments are not strong performers.
Top Portfolio Products: New MLP Fund From Salient
Covestor to launch no-management-fee ETF portfolios; Redhawk Wealth adds SCANalytics.
ETFs ‘Next Evolution in 401(k)s,’ Schwab Says
“Today, mutual funds and 401(k) plans are almost synonymous,” Schwab’s David Gray said on the firm’s Every Third Friday media call.
ETF-Mutual Fund Hybrid: The Next Big Thing?
Active managers, take note: a new fund format in the works, ETMFs, could wring 50 basis points out of the cost of your mutual fund.
Sunglasses-Wearing Bill Gross Says He’s a ‘Cool Dude,’ Forecasts 3%-5% Return
PIMCO’s Gross speaks of “The Manchurian Candidate” and the press, says Total Return fund is outperforming, and waxes on “New Neutral” of real Fed rates.
Brightman, Ferri Slug It Out Over Smart Beta
Is smart beta really better beta? Research Affiliates' Chris Brightman says yes, but Rick Ferri was having none of it at a Morningstar conference debate.
Emerging Markets Not Monolithic; Japan Debt Scary, Says Templeton’s Hasenstab
In 2013, there were big performance differences in Hungary and Indonesia, the Franklin Templeton global bond CIO said.