Morningstar Names Kapoor as CEO, and DOL Fiduciary Rule Is on His Mind
Morningstar’s board of directors appointed Kunal Kapoor, the current president of the Chicago-based research firm, as its new CEO.
MainStay Taps ETF Veteran Bossen to Lead Institutional Intermediary Business
Bossen, formerly of State Street and Morgan Stanley, will focus on investment strategy, research analysts
Dividend Aristocrats Outperform S&P 500 With Less Volatility: Report
This index of 50 stocks has consistently outperformed the S&P 500 while exhibiting lower volatility.
The Rise of Factor-Based Investing, aka Smart Beta, Finds Favor
As the launching of strategic beta ETFs reaches a record pace, Morningstar's conference explores the increasing popularity of factor investing among advisors and their clients.
Top Portfolio Products: State Street Changes SPDR Lineup, Rebalances Index
Also, the first Islamic fixed income fund in the U.S. passed the $100 million threshold in August, says Azzad Asset Management.
Will Emerging Market ETFs’ Outperformance Last?
Analysts debate whether the group has found its "sweet spot" or could fall out of favor with investors.
Real Estate Gets Starring Role in S&P 500, Spurring ETF Overhaul
The move will shake up stock portfolios, conjuring an industry out of REITs that will infuse at least one lightweight ETF with sudden riches.
Meb Faber’s Cambria Rolls Out Robo-Advisor for Investors
The RIA also has its eyes set on an offering for advisors, according to Chief Investment Officer Meb Faber.
Pershing Launches ETFs, Mutual Funds to Help Reps Comply With Fiduciary Rule
The WealthStart portfolios for emerging and mass affluent investors will be offered through Lockwood Financial.
Top Portfolio Products: Schwab, BlackRock Introduce New Funds
Schwab introduced a very low-cost line of target date funds; BlackRock added a social impact bond fund.