Rating the 401(k) of the Fund Rater
Employers that fill their retirement plans with active fund managers encourage the kind of bad investor choices that lead to underperformance.
SEC Wants to ‘Keep Alive’ the ’40 Acts Through New Regs; Bogle Talks ETFs
At 75th anniversary event, Vanguard founder John Bogle and T. Rowe Price’s James Riepe debate ETF regulation; SEC Chief White talks about upcoming rules.
Most Advisors Use Smart Beta, Whether They Know It or Not: Russell
“Defining ‘smart beta’ ... continues to be a point of confusion for financial advisors,” says a Russell report with several illuminating findings.
Back to the Futures?
Managed futures can be a hard sell to confused clients, but those in need of diversifiers should pay attention.
IRA Rollover Boom Spells Opportunity for ETFs: Finke
ETFs provide modest advantages over mutual funds in IRAs, but they could provide significant advantages in taxable accounts when boomers take RMDs, Michael Finke writes.
How the Wirehouses Embraced ETFs
Wirehouses and other large broker-dealers have emerged as key players in ETF distribution; big data and smart beta will drive the trend further.
‘Miracle on Ice’ Goalie Jim Craig Tells Advisors: Focus on Clients’ Dreams
In opener to FPA national conference, diversity and retirement awards are presented, while goalie for the 1980 Olympic hockey team regales attendees.
Morningstar to Tackle Hottest ETF Topics at Conference
Among the topics where Morningstar wants to "rethink conventional wisdom" are active share, strategic beta, 401(k) mistakes and hedging currency exposure.
3 Keys to Picking Active Retirement Investments: American Funds
Actively managed equity funds that met these three criteria historically generated more wealth for retirees compared with index portfolios, according to American Funds.
An Angry Bill Gross Tells Fed, Central Banks to ‘Get Off Zero!’
Savers are being "slowly cooked alive" by zero interest rates, Gross said, "while central bankers focus on their Taylor models and fight nonexistent inflation.”