Investors Continue to Shun Equity Funds, PIMCO
The SPDR S&P 500 ETF had a 12% drop in assets in January alone, according to a Morningstar report.
Why Active Managers Fail (and Why You Shouldn’t Fire Them)
A white paper from Jeremy Grantham's GMO offers a novel explanation as to what drives manager underperformance.
Target Date Fund Inflows Not What They Used to Be: Morningstar
Growth of net new assets for target-date funds was just 1% in Q4'14 vs. 3% in Q3'14, according to Ibbotson Associates.
IRS Says Americans Renounce Citizenship in Record Numbers
International tax lawyer Andrew Mitchel explains why, for some American-born expats, the costs of U.S. citizenship have exceeded its benefits.
PE Firm TA Associates Acquires Majority Stake in NorthStar Financial
Management of CLS Investments, Gemini and Orion will remain, looking to complement organic growth with the private equity firm's capital and expertise in acquisitions.
Gross Owns Majority of Janus Bond Fund He Runs
Bill Gross and his family own 51.2% of the Janus Global Unconstrained Bond Fund after acquiring shares through brokerage accounts at Morgan Stanley and Schwab.
Finding Investing Alpha by Selective Stock Picking
Why I'm beginning to use some selective stock picking (think energy company Halliburton) to deliver alpha for clients, carefully following the wisdom of Benjamin Graham.
3 Alt Investments That Deserve an Oscar: Morningstar
These three alternative fund categories are on track for compelling — but not necessarily uplifting — performances this year, analyst Josh Charlson says.
4 Investing Strategies Bogle Gets Wrong: Ritholtz
Vanguard founder John Bogle is an investing legend, Barry Ritholtz writes, but some of his investment philosophies need updating.
Top Portfolio Products: Janus Reopens Fund
Schwab expands ETF OneSource; ETF Securities rolls out smart-beta products