Vanguard Sees Flood of Advisor Assets, Now at $1.3 Trillion
Money from brokers and independent advisors now account for about one-third of Vanguard’s total assets and about 50% of this year’s inflows.
Why Buying Mutual Fund Winners Can Hurt Portfolios: CFRA
Todd Rosenbluth, director of ETF and mutual fund research at CFRA, explains why funds can lead, then lag over a short period of time.
REITs Poised for More Gains, Driven by Demographics
Millennials and seniors are seen as key drivers for the REIT market, underpinning demand for multi-family housing and senior care facilities.
As SEC’s Money Market Rules Begin, Advisors Warned of Complexities
Investors should consider impact of new rules, “including the deteriorating purchasing power protection of money funds,” says PIMCO’s Schneider.
SEC Imposes ‘Sweeping’ Liquidity Rules for Mutual Funds, ETFs
In what Mary Jo White called a “transformative” change, funds will need to report to the Commission on their holdings.
Sizing Up Where Clinton & Trump Invest Their Money
Looking at the candidates’ personal portfolios based on financial disclosures filed with the Federal Election Commission.
Energy Stocks: Still Room to Run?
One asset manager shares his views on price volatility in oil and why that means opportunity for investors.
Goldman Sees ‘Buying Opportunity’ if Gold’s Slump Gets Worse
A big price decline below $1,250 an ounce would signal a "buy" for gold if "downside risks to global growth remain," says Goldman.
Has Fiduciary Rule Sparked Price War Among ETF Providers?
The moves by BlackRock and Schwab to slash fees on index ETFs “could be the beginning of a price war,” says Morningstar’s Ellenbogen.
Investor Optimism Highest Since ’07 but More Hold Cash: Wells Fargo
Despite high optimism, investors are moving more money into cash and CDs—one of several perplexing findings in a survey by Wells Fargo and Gallup.