Under the Hood: Tax Treatment of ETFs vs. Mutual Funds
Despite similarities in taxation of the two, the structural difference and potential absence of long-term capital gains in ETFs makes them a compelling investment vehicle.
Ritholtz: Guess How Much Money Bill Gross Made Last Year?
Gross made nearly as much money at Pimco as 20 CEOs combined. Was he worth it? Barry Ritholtz asks.
New Hire Roundup: Vanguard’s McNabb to Serve Additional Term at ICI
Meanwhile, Dynasty Financial Partners announced a new partnering with Nova Wealth Advisors.
NextCapital Launches 'Digital Advisor' for 401(k)s
NextCapital Group has launched a digital platform that will help advisors bring managed accounts to 401(k) participants.
Which Advisors Have Loyal Clients — and Why?
Client loyalty is a key to advisors’ success. Here's how to keep it afloat.
TDFs Lead Investment for Small-Plan Retirement Savers
Target-date funds are the overwhelming favorite among participants in professionally managed investments, a report released Tuesday by Vanguard found.
Want to Boost Retirement Saving? Automate It
The trick to getting workers to save for retirement is to do it for them via automatic enrollment and escalation, according to Vanguard.
New Hire Roundup: Convergent Wealth Advisors Welcomes Curran
Also, SEC named two to its Office of Municipal Securities, and Pensionmark Retirement Group welcomed Erik Swenson's firm as a partner.
Top Rated Fund Families: A Morningstar Report Card
Morningstar gives letter grades, from A to C, to the biggest fund groups, considering stewardship, manager tenure and performance.
Schwab Rolls Out All-ETF 401(k) Plan
The news comes one week after TD Ameritrade launches program to help its RIAs expand into the retirement plan business.