Top Portfolio Products: New MLP Fund From Salient
Covestor to launch no-management-fee ETF portfolios; Redhawk Wealth adds SCANalytics.
The Contrarian Play: Emerging Markets Energy Sector
Emerging markets natural resource companies can be dirty companies, but they’re dirt cheap.
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.
3 Top Managers on Their Biggest Mistakes and How They Pick Great Stocks
Chris Davis, Will Danoff and Dennis Lynch admit their mistakes and discuss how they size up the managers of firms they're pondering for their portfolios.
Morningstar Goes to Cash
Morningstar is concerned enough about valuations in U.S. markets that the firm’s chief investment officer is keeping his unconstrained portfolio at 40% cash.
10 Best Mobile Apps for Financial Advisors: 2014
There’s a morass of apps available, but as a financial advisor, which are best for your business? Here are 10 that are worth your time.
Retirees Suffer as 401(k) Rollover Boom Enriches Brokers
A three-month Bloomberg investigation found that former employees at major companies say sales reps lured them into rolling their 401(k)s into unsuitable investments.
New Fund Capitalizes on Shale Oil Revolution
The shale oil boom is only growing, but the limited number of companies providing pipelines and storage facilities offer an opportunity to own "regulated monopolies."
PIMCO Outflows Hit $26.5 Billion for 2014 as Vanguard Shines
Investors pulled some $4.3 billion from the PIMCO Total Return Fund in May alone as taxable bond funds attracted $9.6 billion, Morningstar reports.