Predictions by Fisher, Gundlach, Rodriguez: Research’s All-Star Roundtable
A Research Roundtable of five distinguished names, including Kenneth Fisher, Jeffrey Gundlach and Robert Rodriguez, serve up their best analytic thinking and forecast how critical situations could shape up next year.
Patton’s Fund Picks, Pt. 3: Bond Funds
In the third of a series of blogs, advisor Mike Patton shares his top picks in four different categories of fixed-income mutual funds.
Top 10 Biggest U.S. Banks in 5 Key Reputation Categories
Dix & Eaton, a communications consultancy, ranked the nation’s largest bank holding companies in each of the five critical categories, like ROI and image, that determine reputation.
Top 10 Biggest U.S. Banks With Best Reputations
Dix & Eaton, a 60-year-old communications consultancy, identified nine critical value factors that drive the reputation of financial institutions, and ranked the nation’s 10 largest bank holding companies in terms of each.
New Hire Roundup: Comfort Joins LPL; Clark Moves Up at Clark Capital
This week in new hires, Robert Comfort went to LPL Financial, Brendan Clark was named president of Clark Capital Management and Ken Paieski joined UAT.
Research Roundtable: Gundlach, Rodriguez, Others
Our expert panel — John Buckingham, Kenneth L. Fisher, Jeffrey Gundlach, Robert Rodriguez — sees turbulence and opportunity in the year ahead, as history makes clear that presidential election years are usually favorable for the securities markets.
Top Funds for Advisor Loyalty
T. Rowe Price and Legg Mason benefited the most this year as advisors' use of mutual funds grew in 2011, and over the next two years a switch to ETFs and SMAs is expected.
Mutual Funds Race to Join Active ETF Fray
Eaton Vance, Janus, others planning rollouts.
Fund Flows Positive in April: KBW
Net mutual fund flows, both for equity and for fixed income funds, were solidly positive in April, according to data released Friday by Keefe, Bruyette & Woods. Emerging markets saw strong inflows and muni funds were still on the outflow, although that has slowed somewhat.
Fund Results: Strong Third Quarter
The KBW Fund Performance Tracker found that equity funds for the 21 asset managers it followed were up about 9.1 percent in September and roughly...