What Investors Don’t Know Will Hurt Them Most
Tocqueville Asset Management founder Francois Sicart warns that the 36-year bull market in bonds means most market participants have no professional memory of rising rates.
Fidelity: How Big, Cheap and Active Beats Passive
A basis point here, a basis point there, and pretty soon you’re talking real money.
Dividend-Paying Stocks May Be Riskier Than Many Think
"Some of the highest dividend-paying stocks tend to be some of the riskiest,” says Jim Cahn, CIO of Wealth Enhancement Advisory Services.
SEC Fines Nationwide $8M for Delaying Mailed Customer Orders
For more than 15 years, Nationwide intentionally delayed delivery of untracked mail containing orders from customers, SEC says.
Bill Gross: Still the Bond King—The 2015 IA 35 for 35
In spite of a tumultuous few months, the eccentric bond fund manager is still making waves.
Socially Responsible Investing: A Way to Attract Younger Clients
More than one-quarter of investors under 45 allocate at least 25% of their investable assets in socially responsible companies, according to a new survey from Spectrem.
Top Portfolio Products: New Funds from Matthews, Russell & U.S. Global
The fund families roll out products with a focus on airlines, social responsibility and multi-strategy investing.
Bill Gross: Asset Prices ‘Are Bubbled’
Meanwhile, the Janus bond fund he leads attracted nearly $58 million in April.
How Long Is Long-Term Investing, Anyway?
Value-oriented FPA Funds offers a textbook definition that few investors use in their decisions, but would do well to consider, Gil Weinreich says.
10 Win 2015 SMA Managers of the Year Awards
Annual awards recognizing excellence in SMA investing revealed at Envestnet Advisor Summit, led by Cushing’s energy MLP strategy.