Smart Beta’s Low IQ
Indexer Ron Surz blasts Rob Arnott, PowerShares, Russell and S&P, and says the bias toward value turns growth funds into "mush."
S&P to 3000? Morgan Stanley Experts Make the Case
How high can the S&P 500 go? Many factors bode well for continued economic growth, equity experts argue.
5 Market Investing Tips for Rest of 2014
The strongest performing groups in the equity sector so far in 2014 could be promising in the coming months.
Self-Directed Investors Increased ETF Allocations
Self-directed investors are opening up to ETFs in their retirement accounts, an analysis by Schwab found.
Why Stocks Are at a ‘Permanently High Plateau’
There are some serious factors that are driving today’s all-time highs.
Fidelity’s Durbin: RIAs Thriving; Top Clients See Robo-Advisors as Positive Trend
Fidelity IWS chief reports custodial business growing healthily, ironically with fewer, but larger, RIA client firms, who embrace virtual advice-giving.
International Investments Key to Fixed Income Diversification
John Kvale believes that diversification internationally is not just essential for equities, but also for fixed income.
Gundlach: Golden Age of Housing Is Over
CEO Jeffrey Gundlach of DoubleLine says the fundamentals of the housing market are weak and that the recession has scarred a generation of home buyers.
Expanding the Efficient Frontier: Options-Based Strategies in Portfolios
Options can be a key tool in reducing volatility in client portfolios, particularly in fixed income. Here’s the evidence.
Vanguard Takes 90% of ETF Inflows in First Quarter
Vanguard added seven times more to ETFs in the first quarter than rest of the U.S. industry combined.