Morgan Stanley Undercuts Rivals With Robo
Targeting younger investors, Morgan Stanley has launched its online platform, Access Investing, with an annual fee below that of wirehouse rivals.
A $20T BlackRock-Vanguard Duopoly Is Investing’s Future
A world where two asset managers call the shots, with wealth exceeding U.S. GDP and almost everyone as a customer, is closer than you think.
Bitcoin: Gambling Vehicle or Portfolio Asset?
What should advisors say when clients ask about Bitcoin, whose price has surged over 1,000% this year but can lose thousands of dollars within hours?
Advisors Asset Management Enters ETF Market With 2 Dividend ETFs: Portfolio Products
BNY Mellon launches a multi-asset fund, and FTSE Russell launches two new ESG index series.
Schwab Launching 3 Equity Index Mutual Funds, Waiving Fees
The funds will round out the firm's equity index mutual fund lineup with assets already offered on its ETF menu.
Neil Hennessy: ‘Get in Front of a Correction’
The chairman of Hennessy Funds thinks markets will keep rising, but he fears for the index-investing masses when the inevitable happens.
Alibaba Bump: 89% of Funds That Own It Are Beating Benchmark
In comparison, only 52% of funds that don't own Alibaba are beating their benchmark.
Tax Cut Bill Could Wallop Muni Bond Market
The House and Senate tax cut bills would adversely impact the economies, bond issues and home prices in high-tax states.
Vanguard, Passive Giant, to Roll Out First Active ETFs in US
Five of the seven funds will be targeted at advisors, and will begin trading in the first quarter of 2018.
4 Hot Trends to Buy Into Before Year Ends
Before we bid our final adieu to 2018, we offer one last look at tradeable sectors for Q4 and beyond.