PIMCO Leaders Address Bill Gross Departure, Big Outflows
Doug Hodge and Daniel Ivascyn admit “iconic” Bond King’s departure was “pivotal,” but PIMCO “narrative is now back to where we’ve always been.”
Advisors Still Favor Active Management, but Preferences Are Shifting: Practical Perspectives
Of the 40% of surveyed advisors who changed allocations, most did so by increasing their use of passively managed investments, Practical Perspectives found.
Energy MLPs: Taking a Closer Look After the Oil Bust
Like Jon Snow on “Game of Thrones,” energy investors may feel like they know nothing after 2014, but here's what advisors need to know.
Beating Buy and Hold: A Thinking Man’s Guide to Market Timing
Investors have heard for ages that tactical strategies are a fool's errand. But the results of these high-caliber market timers speak for themselves.
Private Equity Secondary Market Is Booming
Secondaries transaction volume will likely reach an all-time high this year, Preqin says.
Under the Hood: Tax Treatment of ETFs vs. Mutual Funds
Despite similarities in taxation of the two, the structural difference and potential absence of long-term capital gains in ETFs makes them a compelling investment vehicle.
8 Ways Financial Planners Can Beat Their Competitors
The advisory industry is in a period of technological and demographic transition. Here are eight ways to come out ahead, according to SEI.
10 Ways Wealth Management Firms Can Beat Rivals: Mercer
Mercer identifies the strategies advisors need to improve investment results in a low-return environment, reduce risk and contain costs.
Better Odds Playing Powerball Than Picking Best Mutual Fund
Not only are the odds of picking the best funds low, investors who pick winners often dump them before their worth is proven.
American Funds: Right Kind of Active Management Can Trounce ETFs
An American Funds study discussed at Schwab Impact reveals two key traits that identify the best actively managed funds.