Schwab Cooks Up Smart Beta Hybrid
Charles Schwab's John Sturiale explains the investment merits of a first-of-its kind combo of cap-weighted and fundamental indexing strategies.
American Century Adds LPL Exec; Lucia Grabs First Allied COO
Adam Sokolic has joined the mutual fund firm, while Tiy O'Neal is now with Lucia Securities.
Top Portfolio Products: Nasdaq to Launch Energy Futures Market
SunGard introduces managed investment solution; Envestnet rolls out online education.
What’s Keeping Investors Up at Night?
USAA's John Jares explains the return of volatility to a market that has placidly delivered high average returns for six consecutive years.
Vanguard Names New Chiefs of Advisor Services, Retail Investor Group
Thomas Rampulla will lead the Financial Advisor Services division; Karen Risi will head the $1.3 trillion retail group.
Top Portfolio Products: RS Investments Launches 2 Alt Funds
Arrow rolls out market-factor ETF, while Deutsche adds three hedged fixed-income funds.
The Great Mutual Fund Comeback
The six major fund categories have returned an eye-popping 21% a year on average since March 9, 2009, when the markets hit 12-year lows.
Advisors Wading Deeper Into Liquid Alts
The liquid alt strategy used by the greatest number of advisors is real estate, a Practical Perspectives report finds.
Lou Harvey: Obama Just Blew Up Your Business Model; Here’s What to Do
If you’re an advisor focused on retirement, the Obama administration has just blown up your own retirement plan. Dalbar's CEO offers a survival plan.
Warren Buffett’s 8 Warnings for Investors
The Oracle of Omaha owns up to his failings in the 50th annual Berkshire Hathaway shareholder letter, providing plenty of investing advice along the way.