Don’t Bet on Active Management to Beat the Volatile Market
"Active managers have nowhere to go to escape [a crisis] except into cash ... and going to cash almost never happens," says Morningstar's John Rekenthaler.
Liquid Alternatives Stumble to 3.5% Loss in 2015
Liquid alternatives limped out of 2015, their performance dragged down by losses in all the sub-strategies, Wilshire reported.
Top Portfolio Products: Vanguard Reopens Fund, Shifts Managers
Forethought Life Insurance launches retirement business development department.
Templeton’s $42 Billion Manager Says Gloom Has Gone Too Far
Heather Arnold, who spends all day assessing the prospects for the world’s economies and their stock markets, doesn’t see too much to worry about.
Top 5 Target Date Fund Families in 2015
These fund families took in the most assets last year. Looking ahead, Ron Surz thinks this year could bring trouble for investors in 2015-dated funds.
What’s Up With 12b-1 Fees?
As a fiduciary for your clients, should you invest in mutual funds that levy a 12b-1 fee?
Top 14 Fund Managers of 2015: Morningstar
Winners will be picked in five categories, with no one firm dominating the list of nominees.
Is Cash the Best Defense in This Troubled Market?
Some actively managed mutual funds are hoarding cash as stocks post their worst weekly start to a new year since 1928.
Schwab Adds 14 Commission-Free ETFs; Legg Mason Offers ETF Suite
A busy week for ETFs: Many new funds plus new additions to Schwab's OneSource.
SEC Warns Advisors to Pay Closer Attention to 12b-1, Distribution Fees
A recent exam sweep prompted the SEC to issue guidance on how advisors and funds can avoid mischaracterizing distribution fees, including 12b-1 fees.