Top Portfolio Products: Northern Trust Adds Target Date-Like Funds
A new twist on the target date fund plus a wellness marketplace for small and midsize companies.
A Recession Is Coming: Wilmington Trust
Investors in the meantime should look toward income-earning investments because capital gains will be limited, says CIO Tony Roth.
Best Fund Managers of 2015: Morningstar
Morningstar picked its Fund Managers of the Year from domestic stock, international stock, fixed income, allocation and alternatives funds.
Don’t Bet on Active Management to Beat the Volatile Market
"Active managers have nowhere to go to escape [a crisis] except into cash ... and going to cash almost never happens," says Morningstar's John Rekenthaler.
Liquid Alternatives Stumble to 3.5% Loss in 2015
Liquid alternatives limped out of 2015, their performance dragged down by losses in all the sub-strategies, Wilshire reported.
Top Portfolio Products: Vanguard Reopens Fund, Shifts Managers
Forethought Life Insurance launches retirement business development department.
Templeton’s $42 Billion Manager Says Gloom Has Gone Too Far
Heather Arnold, who spends all day assessing the prospects for the world’s economies and their stock markets, doesn’t see too much to worry about.
Top 5 Target Date Fund Families in 2015
These fund families took in the most assets last year. Looking ahead, Ron Surz thinks this year could bring trouble for investors in 2015-dated funds.
What’s Up With 12b-1 Fees?
As a fiduciary for your clients, should you invest in mutual funds that levy a 12b-1 fee?
Top 14 Fund Managers of 2015: Morningstar
Winners will be picked in five categories, with no one firm dominating the list of nominees.