Morningstar Highlights Top Performers
10 Top Performing Mutual Funds in First Half of 2015: Morningstar
Certain sectors have been on a tear, which has benefited a select group of mutual funds recently, says Morningstar's Russel Kinnel.
Top Portfolio Products: New ETFs From Global X, Direxion & Elkhorn
Plus, NAREIT rolls out three quarterly performance measures for equity REITs, and Forethought introduces a variable annuity.
Bank Customer Satisfaction Returns to Prerecession Levels
Customers are happier with their banks despite higher fees, the American Customer Satisfaction Index says. Satisfaction with health insurers rose, too.
Raymond James Team Moves to RIA Model, Pershing
Financial Strategy Network, a Chicago-based financial planning firm with $550 million in assets, said Thursday that it had become an RIA firm custodying its assets with Pershing Advisor Solutions and was no longer affiliated with Raymond James Financial Services.
Fiscally Fit: Lincoln Financial Advisor Richard Harris
It's not every day that you see a 64-year-old financial advisor doing push-ups with each hand and one foot on medicine balls in front of...