Best Fund Managers of 2014: Morningstar
Morningstar has named the winners of its Fund Manager of the Year awards in five categories.
Smart-Beta ETFs: 3 Factors to Calculate Before Adding to a Portfolio
Still trying to understand what “smart beta” means for ETFs? Hint: it’s where active meets passive.
PIMCO Outflows Aside, Bond ETFs Looking to Shine in 2015
Jeff Gundlach’s plan to launch a DoubleLine bond ETF will bring new competition to PIMCO’s Total Return.
New Hire Roundup: Morningstar Shuffles Leadership
Meanwhile, the SEC has appointed a new equity market structure committee, which includes FINRA CEO Richard Ketchum.
Gross’s New Janus Fund Got $700M From His Advisor’s Brokerage
Bill Gross may be getting the ultimate vote of confidence from none other than Bill Gross.
Gross ‘Is Our Peyton Manning’: Janus Exec
The fund firm has its eyes on making a touchdown with its first ETF.
Jack Bogle: Investing Outside U.S. Not Worth the Risk
Also, Bogle says role of advisors should be to keep clients from making bad investment choices.
Fall of the Bond King: Gross Lost an Empire as PIMCO Cracked
Interviews with 25 current and former PIMCO employees paint a complex picture of the events that led to Gross’s departure.
BlackRock’s Rieder Fund Snags PIMCO Assets
Rieder, who runs the $4.1 billion fund, has delivered 7% over the past year, making it the top bond fund.
Orion Integrates Data Aggregator Quovo as T3 Tech Conference Kicks Off
The deal will bring aggregated data from thousands of financial institutions to a leading portfolio trading and rebalancing system.