Top Portfolio Products: China Bond ETF From Global X
AssetMark adds donor-advised fund, while Franklin Templeton launches Social Security optimizer tool.
10 Best Investing Sites for Mobile Users: 2014
What’s better, a mobile app or a mobile-optimized website? While most prefer the former, improved mobile sites are beginning to blur that distinction.
How Advisors Use Educational Tools for Their Clients
A Practical Perspectives study examines client-approved resources, including where advisors get them and which topics are most sought after.
SEC Enforcement: Kansas Charged With Securities Fraud
In another action, a brokerage firm and its founder were charged with violating net capital requirements and falsifying data in an attempt to mislead examiners.
Top Portfolio Products: NASDAQ OMX Adds Two ETF Listings
MainStay adopts three funds from Cushing, including two focused on MLPs; more
Emerging Markets Not Monolithic; Japan Debt Scary, Says Templeton’s Hasenstab
In 2013, there were big performance differences in Hungary and Indonesia, the Franklin Templeton global bond CIO said.
Advisors’ Favorite Value-Add Programs: Social Security, Search for Yield
American Funds and JPMorgan offer the most popular value-add programs while PIMCO falls off Top 10 list, new survey finds.
New Hire Roundup: AIG Advisor Group Names Couch EVP of National Sales
Also in new hires, Atlanta-based Wealth & Pension Services Group has hired James Larson II as head of its new office in South Florida.
Top Rated Fund Families: A Morningstar Report Card
Morningstar gives letter grades, from A to C, to the biggest fund groups, considering stewardship, manager tenure and performance.
Where Global Investors Put Their Money in 2013: Morningstar
Equity funds saw the most inflows in most (but not all parts) of the world, which hurt bond fund groups like PIMCO, Morningstar said.