Dalbar’s 12 Factors to Measure When Picking Active or Passive Funds
Dalbar crunches the numbers, weighs pros and cons of the fund types over time.
AACF's Banks Joins White House as Senior Advisor on Energy, Environment
Former CIA analyst George David Banks is now special assistant to Trump and the senior director for international energy and environment.
Investing in Times of Trump, and Inflation
Here’s how to use different asset classes now to help guard client portfolios against inflation while contributing to total returns.
Can the Trump Stock Rally Last?
The stock market has already discounted large corporate tax cuts, but there are signs the cuts could be delayed or reduced in scope.
Why Former Reagan Official Stockman Sees a ‘Huge’ Trump Correction
“It’s only a matter of days before this whole thing tips over,” David Stockman said.
Lincoln Financial, AIG Launch Fee-Based Annuities: Top Portfolio Products
In other product news, Tortoise, IndexIQ and First Trust launch new ETFs.
New Robo-Advisor Targets Minority Communities
Finhabits is focused on minority clients because many Latinos and African-Americans don't have retirement funds, says founder Carlos Garcia.
Who’s Up, Who’s Down in Latest Morningstar Ratings
Morningstar analysts have taken a fresh look at nearly 100 funds, giving just one an upgrade.
Could Private Equity Solve DC Plans’ Underperformance?
Defined contribution plans underperform defined benefit plans, which have utilized private equity for years, by 80 basis points annually.
Gabelli Launches Food of All Nations Fund: Top Portfolio Products
In other product news, DoubleLine launches the DoubleLine Shiller Enhanced International CAPE Fund.