Why More Advisors Are Using Strategist Portfolios
Here's what they should look for when choosing among the increasing number of strategist firms and portfolios.
Puerto Rico Menaces Mutual Funds That Resisted Market Exodus
More than 24 mutual funds hold about $15 billion of uninsured Puerto Rico bonds, about 20% of the island's debt.
Morgan Stanley Could Cut FA Comp for Vanguard Funds: Report
But a Morningstar executive questions the value of such a strategy for both clients and advisors.
ICI Calls on SEC to Move on Best Interest Standard
At annual meeting, President and CEO Paul Schott Stevens also pressed the new SEC to move ahead with online prospectuses and a new derivatives rule.
Strike Three: Is Index Investing Really a Swing and a Miss?
Let me say right up front that I loved “Moneyball.” It’s the ultimate “revenge of the nerds” story.
Top 9 Asset Managers to Work With Over Next 10 Years
A Morningstar research report identifies the qualities firms need to succeed in the future.
John Bogle Gives Insights on 4 Industry Trends
Speaking via video at Morningstar's conference, the Vanguard founder discussed indexing’s rise and other hot topics.
AllianceBernstein Fires CEO Peter Kraus and Removes More Than Half Its Board
Kraus is replaced by former JPMorgan executive Seth Bernstein as CEO and former World Bank President Robert Zoellick as chairman.
Morningstar to Offer Advisors a New Tool to Evaluate Risk: Portfolio Products
In other product news, Ivy enters the passive world with five new index funds.
These 10 Actively Managed Funds Beat S&P 500 for 15 Years: Morningstar
They are relatively low cost and more than half have concentrated portfolios and low turnover.