How to Help Today’s Bond Investors
Many have suffered a 33% income slash, but there are some remedies.
Morningstar Goes to Cash
Morningstar is concerned enough about valuations in U.S. markets that the firm’s chief investment officer is keeping his unconstrained portfolio at 40% cash.
Financial Advisors Too Focused on Finance
Morningstar research suggests that investments — often the be-all and end-all for advisors — take on a humbler profile when clients' portfolios are considered holistically.
Taking the Indie Leap; Rethinking REITs: June Research Features—Slideshow
For advisors, going independent requires not just careful cost-benefit analysis but also a focus on their clients' confidence—and their own. Ellen Uzelac's cover story in the June issue of Research magazine probes what's involved in making such a leap of faith, and looks at advisors who have done it. In...
Finke: Is the Time Right for REITs?
Since their epic fall in the Great Recession, REITs have rebounded big time. A fresh look at whether they make sense in a modern portfolio.
Top Portfolio Products: Merk to Launch Gold Trust ETF
Invesco PowerShares will launch a new multistrategy ETF; 1st Global offers an advisor app.
10 Things to Know About How Investments Are Taxed
Among the investment products advisors recommend to their clients, mutual funds and ETFs top the list, so it's vital to understand their tax implications.
Gundlach Was Right: Agricultural Commodities, Gold Miners Rode High in Q1
While DoubleLine's Jeffrey Gundlach is bullish on commodities, other experts point to defensive sectors and fixed income.
LPL Financial Fined $950,000 by FINRA Over Alt Sales
LPL's sale of alternative investments, including nontraded REITs, violated concentration limit guidelines, FINRA said.
Where Global Investors Put Their Money in 2013: Morningstar
Equity funds saw the most inflows in most (but not all parts) of the world, which hurt bond fund groups like PIMCO, Morningstar said.