Active vs. Passive? No Longer an Either/Or Choice for Advisors
The lines are blurring as actively managed mutual funds own ETFs to provide investment exposure while also controlling costs.
Top Portfolio Products: AssetMark, Fi360’s New Tools to Help Advisors With DOL Rule
In addition, Vestmark unveils a new robo platform and Envestnet to integrate with MoneyGuidePro.
Eaton Vance to Buy SRI-Focused Calvert
The move could add over $12 billion in assets to the fund provider, putting it over the $350 billion mark.
Why Corporate America’s Debt Is a Major Risk
Société Générale says U.S. companies are “massively overspending” to finance buybacks, whose impact on stock prices is limited.
Vanguard Sees Flood of Advisor Assets, Now at $1.3 Trillion
Money from brokers and independent advisors now account for about one-third of Vanguard’s total assets and about 50% of this year’s inflows.
Why Buying Mutual Fund Winners Can Hurt Portfolios: CFRA
Todd Rosenbluth, director of ETF and mutual fund research at CFRA, explains why funds can lead, then lag over a short period of time.
REITs Poised for More Gains, Driven by Demographics
Millennials and seniors are seen as key drivers for the REIT market, underpinning demand for multi-family housing and senior care facilities.
As SEC’s Money Market Rules Begin, Advisors Warned of Complexities
Investors should consider impact of new rules, “including the deteriorating purchasing power protection of money funds,” says PIMCO’s Schneider.
SEC Imposes ‘Sweeping’ Liquidity Rules for Mutual Funds, ETFs
In what Mary Jo White called a “transformative” change, funds will need to report to the Commission on their holdings.
Sizing Up Where Clinton & Trump Invest Their Money
Looking at the candidates’ personal portfolios based on financial disclosures filed with the Federal Election Commission.