A Different Take on the Invasion of the Robo-Advisors
Beyond the hype, what are the investment approaches held by the biggest online advice providers, and which human advisors stand to lose?
Still Trying to Understand NAPFA’s New Membership Rules
I spoke to the fee-only organization’s CEO, Geoffrey Brown, but I remain confused. How about you?
Top Portfolio Products: Compass EMP Adds 3 ETFs
Global multi-strategy bond launches; T. Rowe closes fund to institutional investors.
Young Investors Don’t Want Advisors Who ‘Mirror Them’: Securities America
Gen X and Gen Y want experienced financial advisors and are willing to work with their parents’ FAs, the IBD said at its conference.
Sovereigns Boost Stakes in Alternatives, Emerging Markets
Invesco’s second annual Invesco Global Sovereign Asset Management Study reveals where big public funds put their money.
Muni Bond Experts Sound Short-Term Warnings on Puerto Rico, Long-Term on Local Munis
Morningstar panelists disagree on opportunities in Puerto Rico, but agree that the muni bond world is changing, not necessarily for the better.
Billion-Dollar Pensions, Nonprofits Favor Equities — for Now
Nonprofits and pensions managing $1 billion or more in assets hold a substantial portion of their assets in equities, according to Market Strategies International.
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.
Scarred Reputations Costing Financial Firms Billions
Six years after the financial crisis, financial services firms are still burdened by reputational and customer service issues, according to a Makovsky survey.
PIMCO Outflows Hit $26.5 Billion for 2014 as Vanguard Shines
Investors pulled some $4.3 billion from the PIMCO Total Return Fund in May alone as taxable bond funds attracted $9.6 billion, Morningstar reports.