Questions to Ask When Building or Structuring Your Team: Part 1
To get the biggest impact from your human capital investment, first ask yourself these questions on how to structure your team.
Vanguard Boasts a Trillion Dollars Worth of Boredom and Counting
Martha King makes the non-excitement of Vanguard into a virtue at the Inside ETFs Conference.
Faber’s No-Fee ETF — and Why Asset Allocation Doesn’t Matter
Concluding that low cost trumps portfolio optimization, investment quant Meb Faber provides an ETF to meet that need.
Bill Gross Put $700 Million Into Janus Unconstrained Fund
Bill Gross is “proud to eat his own cooking,” Janus CEO Dick Weil said during the firm's earnings call.
Best Fund Managers of 2014: Morningstar
Morningstar has named the winners of its Fund Manager of the Year awards in five categories.
Pershing Launches Retirement Plan Network for BDs, RIAs
Using NetX360 as its nexus, initiative will provide tools, resources and data to advisors serving DC retirement plans.
Top Portfolio Products: Incapital, Nuveen Launch Equity Unit Trust
First Trust moves fund to Nasdaq, as Main Street Financial rolls out software and an app.
Under the Hood: Bond Investing—Preparing for Rate Increases
When rates rise, what bonds do you want your clients to be holding? A look at the options.
Investors Embraced Passive Funds, Eschewed Active Managers in 2014
Morningstar’s recap of mutual fund and ETF flows shows passive funds led the way with $166 billion in 2014; active funds lost $98 billion.
The Great Mutual Fund Expense Ratio Lie
After decades of decrying high expense ratios, we now have evidence that expense ratios are the wrong thing to look at, Chris Carosa writes.