Why Investors Often Underperform the Funds They Own
Morningstar's latest "Mind the Gap" report boosts the argument for why investors need advisors.
Markets Need a 30% Stock Drop or 50% Higher U.S. Yields, Or Not.
BofA says something has to give with Treasury supply building; yet hedging may explain the simultaneous bond and stock rally.
Impact Investing’s ‘Moment of Truth’ as Trump Exits Paris Accord
The head of a fossil-fuel-free mutual fund says Trump's withdrawal gives investors and companies the responsibility of reducing emissions.
Illinois Cut Near Junk by S&P, Lowest Ever for a US State
S&P also warned that the state could soon lose its investment grade status if the governor and legislature don't agree on a budget addressing deficits.
ETFs and Cash Trump Mutual Funds in Advisor Usage
Exchange-traded funds continue to gain popularity at the expense of mutual funds among financial advisors, according to a new survey by the FPA.
Asset Managers Remain Under Pressure Despite Pickup in Flows, Assets: Moody's
Fee revenue is still falling, except at the world's largest asset manager.
MFS Adds Funds With ‘Clean Shares’
The mutual fund company is among a growing number of firms offering these lower cost shares to advisors in light of the DOL fiduciary rule.
Janus Capital, Henderson Group Complete Merger
The new firm is now trading at the NYSE under the JHG stock symbol.
Putnam Investments to Launch 3 Alternative Strategies: Portfolio Products
Also, Allianz Life introduced two new index variable annuity products.
How a Global Equities Manager Handles the Market’s Heat
Rick Schmidt of Harding Loevner discusses recent investments in the face of volatility.