When It Comes to Alts, 30% May Do the Trick
With a higher allocation, some strategies have led to greater returns, less extreme risk and often better risk-adjusted returns than the S&P 500.
Vanguard Moves to Merge Funds, Lower Costs
Vanguard announced it will expand access to its ultralow-cost Admiral share class and streamline its fund lineup.
Reid, McConnell Fight Next Round on Debt, Raising Hopes
As Senate Majority Leader Harry Reid and Senate Minority Leader Mitch McConnell negotiate, a Schwab survey shows investors are still thinking long term.
Top Portfolio Products: PIMCO, Vanguard Launch More EM Bond Funds
In addition, Vanguard says it will no longer accept new fund flows into the Wellington and Intermediate-Term Tax-Exempt funds.
Why Cost Disclosure Might Actually Work for Clients and Advisors
Knut Rostad may well have hit upon one of the few instances when full disclosure could prove to be a tremendous benefit to clients.
Pioneer Launches Educational Program on Volatility, Income and Perspective
Pioneer Investments, a global investment firm with $198 billion in assets, announced an educational program that focuses on major planning issues advisors are facing.
Breach of Fiduciary Duty Most Common FINRA Complaint
While attending the last in a series of events to celebrate what the Institute for the Fiduciary Standard christened as Fiduciary September, one comment stood out: The No. 1 compliant in FINRA arbitration cases is breach of fiduciary duty.
Schwab to Buy Dividend Manager ThomasPartners for $85 Million
The deal includes additional payments depending on future growth in ThomasPartners’ assets under management, now worth $2.3 billion.
Top 5 Annuity Trends to Watch in 2012 and 2013
As the annuity industry deals with unprecedented challenges, advisors must keep abreast of product changes to help their clients make prudent decisions.
Breach of Fiduciary Duty No. 1 Complaint in FINRA Arbitration Cases
Experts including former SEC Chairman Harvey Pitt and Ron Rhoades debated whether brokers should be held to the same fiduciary standard as advisors.