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.
Will Vanguard’s New Hybrid Platform Crush Robos?
Investors with at least $50,000 can pay as little as $150 a year for the service, which combines digital advice with guidance from an advisor.
Currency Exposure: Hedge or No Hedge?
Advisors should speak with investors about the dollar's strength — and about diversification, DeLegge writes.