Lipper Names Top Fund Managers of 2017
A variety of groups top the overall categories, but two groups dominate in target date allocation.
Being a Fiduciary Is More Than Offering the Lowest Cost Solution
SEI's John Frownfelter warns that overly cost-focused advisors are overlooking valuable asset classes and that passive investing may be a bubble about to burst.
Thou Shalt Not Buy Biblically Responsible ETFs
The companies CWM will not invest in do not reflect “biblical values.” Where the TF provider goes a step further is its stance on what it called “the LGBT lifestyle.”
Putnam Boosts Its Small-Cap Equity Team
The small-cap market, being relatively inefficient, is an area where "you can really deliver" with the right investment, CIO Aaron Cooper says.
How Trump Presidency Is Boosting Demand for Impact Investing, ESG Funds
Trump's executive orders and proposed budget cuts affecting environmental and social programs are increasing demand for impact and ESG investments.
Merrill Edge Redesigns Mobile App: Portfolio Products
In other news, Prudential Investments changes its name to PGIM Investments.
First Ascent Finds Success in Move to Flat Fees
First Ascent CEO Scott MacKillop admits flat fee pricing may not be for everyone.
Top 10 Cities for Millennial Homebuyers
Buyers 35 and younger are more active this spring than in recent years, LendingTree reports.
T. Rowe Price Launches Robo Platform With Only Actively Managed Funds
T. Rowe Price ActivePlus Portfolios chooses the funds for investors and is available initially only for IRA accounts.
Fed Raises Rates; So What Should Clients Do?
The Fed's latest move has implications for investments and management of short-term variable debt.