Puerto Rico Bonds May Be Hiding in Your Clients’ Portfolios
Investors in muni-bond funds or ETFs may have exposure to those bonds, now trading around 64 cents on the dollar, without even knowing it.
Bill Gross: 6 Scenarios That Would Threaten ‘Shadow Banking System’
That system includes asset management firms, says the Janus portfolio manager, who takes time in his monthly investment outlook to criticize former PIMCO colleagues.
Alternative Assets Will Grow to $15.3 Trillion in Five Years: PwC
AUM will grow fastest in the developing world, the study predicts.
Know Your ETF Constituents
Incorporating ETFs of any sort into a portfolio offers efficiency on many fronts, including better diversification, an easier client user experience and better leverage of a financial professional's time devoted to tasks needed to maintain and grow a practice.
Milevsky’s Bold Plan to Reinvent Retirement Income
Cast away years ago, the tontine may hold secrets to solving the income puzzle faced by retirees looking for a private-sector solution to replace pensions.
Sonders, Gross, More: What to Expect in Second Half of 2015
ThinkAdvisor combed through midyear outlooks from a variety of financial firms. Here's what they're predicting.
In Volatile Times, Fund Managers Seek Risk-Averse Income: Morningstar Panel
Fund managers disclose where they are taking risks and finding returns with rising rates on the horizon.
Riskalyze’s New Autopilot Platform Lets Advisors Leave Daily Hassles to the Robots
The platform handles quotidian tasks so advisors can spend more time fostering relationships, Riskalyze CEO Aaron Klein says.
Are We Headed for a ‘Profits Recession?’
"Earnings forecasts have been coming down quite precipitously," S&P Capital IQ's Sam Stovall says, but we're not quite there yet.
Schwab Unleashes RIA Robo-Beast
Custodian’s institutional robo-advisor offering serves as “entry point” for “GenNow” clients, says Bernie Clark; 4% cash holding still required.