Mutual Funds Less Popular Among Youngest, Oldest Investors
Demographic data reveals wide divergence in mutual fund ownership levels by generation.
My Advisor Technology Integration Plans for 2015
The larger an advisory practice becomes, the more important it is to integrate technology. Here's how I hope to progress next year.
3 Cool Tech Products for Advisors at T3
T3 conference features new releases and tech upgrades from eMoney, Advizr and more.
Investors Want Higher Yields but Fear Rising Rates: Survey
Franklin Templeton poll finds many fixed-income investors lack understanding of key bond dynamics.
PIMCO Outflows Painful but Not Deadly: Morningstar
The flagship Total Return Fund had $50 billion in net outflows in the past two months, but Morningstar sees positive future potential.
Longevity Annuities Get New Life From Treasury’s Blessing
The new rules could do for deferred annuities what the Pension Protection Act of 2006 did for TDFs.
American Funds: Right Kind of Active Management Can Trounce ETFs
An American Funds study discussed at Schwab Impact reveals two key traits that identify the best actively managed funds.
New Hire Roundup: Marc Seidner Joins PIMCO as Managing Director
Also, BlackRock has named Chip Castille chief retirement strategist, a new position.
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.
Time to Follow Bill Gross Into Unconstrained Bond Funds?
A strong case can be made for such flexible funds, but before you leap, consider three key issues.