Why Fund Investors Keep Getting It Wrong
Financial advisors have the chance to help them (finally) get it right, Morningstar research shows.
Fidelity Asset Management Head Ron O’Hanley to Leave
Fidelity plans to replace O’Hanley with an internal successor, whom it didn’t name, according to a note to employees from President Abigail Johnson.
Market Holds Rally, Investors Don’t Show Up
“You don’t get too many chances to get over 100% gain without inflation after only four years,” said one analyst at the Morningstar Investment Conference, where panelists lamented investors' lack of discipline since the financial crisis.
How I Created a Better Way to Choose Funds
According to Morningstar, there are 22,689 mutual funds, 1,457 ETFs, 14,422 stocks, and I couldn’t even venture a guess as to the number of securities on the market. So where fund screens fall short, the Fiduciary Scorecard can provide help.
At Morningstar Advisor Conference, Rapid Fire Round Table on Macro-Economic Issues
Don Phillips, Scott Burns, Russ Kinnel tackle large items in short amount of time.
Vanguard Overtakes Fidelity as Top Manager by Assets
Vanguard had $1.3 trillion in assets under management as of July 31, compared with Fidelity's $1.24 trillion.