Grantham: 10 Quick Thoughts to Ruin Your Summer
Jeremy Grantham lists the “potential threats to our well-being” in GMO’s quarterly letter.
Why Investors Should Buy, Not Sell, Commodity Funds
Despite a recent run of poor performance, broad-based commodity funds can bolster a portfolio in the long term, Direxion's head of alternatives says.
Top 10 Mutual Fund Firms Most Trusted by Advisors: Cogent
An advisor’s trust in an asset manager has the biggest impact on whether they will invest with that company, a Cogent study finds.
For 3 Financial Planning Students, Here’s What the Industry Looks Like
Three TDAI scholarship winners discuss why they want to be planners and their potential impact on a graying industry.
Fixed Indexed Annuity Sales Displacing Some VA Products at BDs
Although VA sales far outpace total annuity sales for broker-dealers, fixed indexed annuities account for 10% of BDs’ total annuity sales, IRI reports.
Top Portfolio Products: TCW, Global X Roll Out Alt Funds
America Independence adds large-cap product, HSBC introduces fixed-income funds, and Van Eck launches a new ETF.
Who Wins the ‘Passive vs. Active’ Institutional Debate? Part 4: US Mid-, Small-Cap Blends
How do the U.S. Mid-Cap and Small-Cap Blend categories fare in the passive versus active debate?
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.
China’s Market Rout Spreads Despite Government Efforts
The Chinese stock market is crashing, unnerving markets around the world. But even after the losses, China's mainland markets are still up for the year.
Expect Shakeout Among Robo Advisors, but Embrace Them Now
Morningstar panelists urge advisors to embrace automated advice technology to gain efficiency and new clients.