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.
Pimco Liquidates Arnott-Run Smart Beta Fund
The Research Affiliates fund trailed 87% of peers for the past 3 years; assets had fallen to $316 million from $4.2 billion at the peak.
Vanguard Announces Fifth Round of Fee Cuts Since December
The latest round include cuts for the world's largest stock and bond funds, the Vanguard Total Stock Market Index and Total Bond Market Index funds.
How Trump's Tax Proposal Could Affect the Muni Bond Market
Cuts in marginal personal and corporate income tax rates and the elimination of the state and local tax deduction from federal taxes could affect munis.
Nuveen Adds Real Estate Allocation to TDF Series: Portfolio Products
In other product news, VictoryShares launches Dividend Accelerator ETF.
The Low-Yield Bond Market Is Back
Advisors face the same challenge today that they faced before the election and two Fed rate hikes: finding income for clients.