Will Active Share Be the Robo-Advisor Killer?
Research shows that fund managers who don't blindly follow their bogeys can outperform. Picking them can justify your advice, and your fees.
Top Portfolio Products: Mygale Adds European Fund
This week's new portfolio products range widely, from European stocks to volatility indexes and municipal bond analysis
S&P Sector Performance Reflects Market’s Dim Mood
Not all stock market sectors are down sharply this year so far. The performances may surprise you.
How to Protect Clients’ 401(k)s in Messy Markets
You can navigate the current stock selloff to expand your household AUM to include 401(k) plan assets within self-directed brokerage windows, Ric Lager says.
Shift to Passive Mutual Funds Continued in 2015: PwC
Last year through September, passive funds garnered $301 billion, while active registered funds recorded net outflows of $128 billion., PwC reported.
GMO’s Grantham: Why the Stock Market Won’t Collapse This Year
Grantham, the chief investment strategist of GMO and a perennial bear, is sounding somewhat optimistic about the U.S. economy and market this year.
Morningstar’s ‘Unloved’ Mutual Funds Flirt With Contrarians
Investing in the previous year's “unloved" funds is a “surprisingly resilient” strategy, says Morningstar’s Russell Kinnel.
Target Date Funds Post First Yearly Loss Since 2008: Report
The average TDF gained 3% in Q4, but it wasn't enough to offset a loss for 2015, according to Callan Associates.
Bill Gross on Low Rates: ‘How’s It Workin’ for Ya?’
“Global markets and individual economies are increasingly ‘addled’ and distorted” as central banks cut rates, sometimes to negative territory, Gross writes.
Why Are Stocks Falling in Sync With Oil Prices?
The stock market is “treating the plunge in oil prices as an indicator of global growth,” says BlackRock's Russ Koesterich. “That’s wrong.”