Why Some New Funds Soar and Others Flop: Morningstar
A new Morningstar study on new mutual funds and ETFs teases out the factors that correlate with higher returns and flows three years later.
Asset Managers Gobble Up Smart Beta Firms
These acquisitions provide another revenue source for acquiring asset managers, and their growing popularity could ultimately result in lower fees.
Exploring Volatility With the Inventor of the VIX
Investing on behalf of clients is a challenge, but it becomes particularly challenging in periods of heightened volatility.
4 Types of Affluent Gen Xers and Millennials and How They Invest
These four investing styles are common among younger age groups.
ETF Assets Set Records in June
Fixed income exchange-traded funds and products led asset gathering in first half, according to ETFGI.
Top Portfolio Products: ARK Launches 3D Printing ETF
The PRNT ETF tracks the Total 3D-Printing Index, which includes 40 stocks in 3D printing and related businesses such as computer-aided design.
This Bull Market Is Powered By Your Indifference: Barry Ritholtz
The bull market really began in 2013... By that measure, this bull market is only three years old and could easily have a long way to go.
How to Save Retired Clients Thousands in Medicare Costs
Wealthier clients can save tens of thousands of dollars in Medicare premiums by using savings vehicles that the government doesn't consider in its income calculations.
Wirehouse ETF Use to Rise 3% Over Next 2 Years: Cerulli
Meanwhile, Morningstar reports that flows into gold ETFs propped up commodities in June.
Treasuries Snap Losing Streak as Bond Bulls Ponder 1% U.S. Yield
More investment strategists are expecting the 10-year Treasury yield to fall to 1% by next year, which would mean more gains