Before Equifax Plunged, and After, No Analysts Dared to Say Sell
The stock has lost almost 30% since news broke last Thursday that the credit reporting agency's database had been hacked.
Betterment Adds Smart Beta and Targeted Income Strategies
The additions are meant to address the investment needs of the firm's increasingly diverse client base.
Gundlach Weighs In on ‘Wack-O’ Times in the Market
He sees further strength in the dollar, trouble ahead tied to the reversal in QE and weak commodity prices.
Fidelity Launches Robo Platform for Advisors
The Automated Management Platform allows advisors “to seamlessly manage digital accounts” alongside more traditional accounts, Fidelity says.
‘Buy’ Signal Persists in September: Merrill
Long Bitcoin was the most crowded trade in Merrill's monthly fund manager survey.
Third of UBS Assets Are in Sustainable or Impact Investments
“It’s quite clear this is no longer a niche anymore,” said Group CEO Sergio Ermotti.
Morningstar’s August Winners & Losers
Close to 50 mutual funds get new analyst ratings from the research firm, while 95 have their ratings affirmed.
Goldman Sachs Cuts Smart-Beta Fees to a New Low Level
Its equal-weighted large-cap fund now costs just 9 basis points in fees, less than State Street's S&P 500 ETF trust.
FinaMetrica Offers XYPN Members Risk Tolerance Toolkit: Portfolio Products
In addition, Franklin Templeton launched two new municipal bond ETFs and Sage Advisory Services added a customized laddered muni strategy.
In Fund Manager Game, Consistent Base Hits Beat a Few Home Runs
Consistency in fund performance allows your clients to sleep at night, while reducing downside risk helps preserve your client’s assets during a crisis.