Distrust of Big Banks Driving Clients to Indies: Cerulli
"Breakaway brokers" are one reason that RIAs will hold 26% of retail client assets by the end of 2016. But there's more to the story.
20 Best & Worst Fund Families of 2013
The top performer saw $75 billion pour in last year, while the weakest performer had more than $30 billion in outflows.
Gundlach on Shiller CAPE Fund: ‘A Better Mousetrap’
DoubleLine's Jeffrey Gundlach and Yale economist Robert Shiller describe why their new fund might appeal to value investors.
Paging Dr. Alpha: Advisors With Ph.D.s Add 0.5% to Portfolio Profits
A study finds money managers with doctorates outperform less educated peers across a variety of investment criteria.
Ouch: ETP Outflows Hit $15B in August
Investors pulled $14 billion out of holdings in the SPDR S&P 500, according to the latest BlackRock research.
Ouch! 8 Asset Managers Bitten Hard by Outflows
Sterne Agee releases a report on which firms are seeing the biggest outflows from their mutual funds and ETFs.
Top 10 Biggest ETF Sponsors
As the Morningstar ETF Invest conference rolled along, a Cerulli report listed the biggest ETFs and also showed that new entrants into the market had a tough slog.
Bonds Still Going Strong; Equity Flows Bounce Back
Bond inflows just set a weekly record at close to $7.6 billion, despite signs that some fixed-income returns are faltering, EPFR Global said Monday.