Flat Fees vs. AUM Recap: The Good, the Bad and the Really?
During the past few months, there has been considerable discussion about the relative advantages of charging clients flat retainer fees as opposed to AUM fees.
Fidelity Adds $56B in DC Plan Sales, Commitments
Fidelity touts its growth both in the smaller end of the market and with mega-clients like Delta Airlines and GM.
Research Affiliates Screens for Smart vs. Dumb Dividends
The investment firm says its dividend strategy adds 2% per year by picking "cherries" and screening out "lemons."
3 Sectors Where Billionaires Bought Ahead of Earnings Season
Where billionaire hedge fund managers like Carl Icahn, Bill Ackman and Warren Buffett placed their chips ahead of first-quarter earnings.
Motif Investing, Pacific Life Partner on ‘Cause’ Motifs for Millennials
Motif Investing’s thematic investing platform targets millennials looking to invest in causes and issues they care about.
Rove, Gibbs: How Advisors Can Distance Themselves From Wall St.
The storied political spinsters offer some imaging advice at FSI — both for advisors and for presidential hopeful Hillary Clinton.
New Hire Roundup: Morningstar Shuffles Leadership
Meanwhile, the SEC has appointed a new equity market structure committee, which includes FINRA CEO Richard Ketchum.
Low Oil Prices Unlikely to Hurt Some Energy Investments
U.S. energy renaissance lets investors reap tax breaks while avoiding commodity market swings like those engendered by Saudi Arabia oil price cut.
Advisors Cautious on PIMCO Total Return Fund
With Morningstar's downgrade, even more questions are arising over the bond fund post-Gross.
Hong Kong-Shanghai ‘Through Train’ Opens Up Investment, Arbitrage Options
Here's a move that marks yet another important step in China’s goal of greater participation in the global financial markets.