How Merrill Clear Was Born From Surprise Boomer Discovery
From Merrill Clear creator David Tyrie, an inside look at how Merrill studied what boomer clients really wanted and built it into a retirement platform.
Investors Embraced Passive Funds, Eschewed Active Managers in 2014
Morningstar’s recap of mutual fund and ETF flows shows passive funds led the way with $166 billion in 2014; active funds lost $98 billion.
New Hire Roundup: Morningstar Shuffles Leadership
Meanwhile, the SEC has appointed a new equity market structure committee, which includes FINRA CEO Richard Ketchum.
Learning Retirement Lessons From Millennials
When it comes to retirement planning, baby boomer workers should definitely take a cue from their millennial colleagues.
Vanguard to Offer Its First Muni Bond Index Fund, ETF
The firm’s first tax-exempt index fund and ETF is expected to be available in the second quarter of 2015.
Koesterich: Expect More Volatility in 2015
BlackRock's chief investment strategist says the worry for Russia is that "an economic contraction morphs into a financial crisis."
‘Fed Is Old News’ for 2015: Fixed Income Experts
Fixed income experts from Putnam Investments, BlackRock and Neuberger Berman weigh in on issues they see for 2015’s fixed income markets.
A Wiser Approach to Alternative Investing
Pay attention to David Swensen's classic advice.
Genworth Named Best for LTC and Life Insurance Service: Dalbar
Genworth was ranked first for the high quality of service in long-term care and third for the quality of service provided to life insurance policyholders.
Passive Mutual Funds’ Inflows Top $156B: Morningstar
Vanguard's passive products are leading the field in flows, according to the research group.