Advisors Worry About Risk in Rising Passive Inflows
All that money moving into a single asset class is concerning, said Eaton Vance's John Moninger.
Wells Fargo Prevails Over Raucous Shareholders
Despite shouting and several advocates being escorted out, all 15 board members won re-election and no shareholder proposals critical of bank policies were approved.
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.
Bob Doll: How to Choose the Right Active Manager
Doll broke down the four factors that he believes make for successful active equity managers.
Lou Harvey Hits Pfau Back Over Criticism of Dalbar Investor Study
Dalbar CEO says Wade Pfau, a professor at The American College of Financial Services, misses the point of QAIB study, calling his criticism “silly.”
Raymond James to Buy $27B Asset Managers
Scout Investments and Reams will join Carillon Tower Advisers, which recently expanded its sales and distribution team.
Can Earnings Season Help Stocks Avoid an Overdue Correction?
That question was just one of many discussed in a recent CFRA webcast "Sell in May, or Will EPS Growth Save the Day?"
Aspiration Drops Minimum Investment in ESG Fund to $100: Portfolio Products
In other product news, Brinker Capital launches "Destinations Funds," which allow the firm to lower costs and account minimums.