8 Funds Get New Morningstar Ratings
One fund is upgraded, while others get downgraded by analysts with the research group.
Janney Grabs Wealth Planning Exec From Vanguard
Martin Schamis comes over to lead planning solutions for the firm's 740 financial advisors.
10 Funds Get New Morningstar Ratings
Several funds are upgraded, while others get downgraded by analysts with the research group.
Investors Exit Active Funds to Tune of $159B Over Past Year: Morningstar
Morningstar reports $14.3 billion exited U.S. equity mutual funds and ETFs in July, but J.P. Morgan, American Funds buck active trend.
Top Portfolio Products: Schwab Adds Commission-Free ETFs
Tortoise rolls out a North American pipeline fund; Compass launches volatility-weighted ETFs.
Your Dirt-Cheap ETFs Threaten Asset Managers’ Record Profits
Their fee revenue is getting pinched by low-cost exchange-traded funds, and in the U.S. new fund flows are meager.
Grantham, Kelly & Krawcheck to Speak at Morningstar Confab
The popular investment conference takes place Wednesday through Friday in Chicago and should draw at least 1,000 advisors.
Vanguard Adjusts 4 Global Funds
The fund giant adds small-cap stocks to four international equity investments but doesn’t raise fees.
Best Firms for Self-Directed Investors: J.D. Power—2015
The latest survey finds that do-it-yourselfers want access to top tools, human advisors and clear information on fees.
The Future Is Here, and It Looks Like Vanguard’s New Platform
Machine intelligence now plays a critical role across all industries, says Google's Eric Schmidt; advisors ignore it at their own peril.