Morningstar: Steve Wruble of RiskX on Timelines and Risk
Investment firm looks no more than 90 days out as it considers tactics and strategy.
Morningstar: GuideStone's Duggan on Religious-Based Investing
Christian-screened funds can stand on their own as investments, CIO Ron Duggard of GuideStone argues, plus "everyone screens" in some way.
Ultra-Wealthy Buy Luxury Homes for Diversification, Foreign Citizenship
Ultra-wealthy individuals globally are increasingly confident in real estate purchases, Wealth-X and Sotheby’s reported.
Morningstar to Launch ESG Scores for Mutual Funds & ETFs
For the first time, investors will be able to use ESG factors to compare global funds across categories, relative to benchmarks, and over time.
Orion Advisor Services Integrates With Advizr to Streamline Processes
Orion’s portfolio accounting software will feed directly into Advizr’s streamlined financial planning application
Morningstar: Evermore Global's Marcus on Opportunities in Europe
Evermore Global Advisors' David Marcus says "we're pure opportunists" who are heavily invested in Europe because "that's where the opportunities are."
Morningstar: Hennessy Funds' Brian Peery on Mid Caps
The manager of Hennessy Funds' Cornerstone Mid Cap 30 Fund describes the fund's screening process, including why he focuses on year-over-year rather than quarterly earnings.
China’s Confusing Currency Devaluation Means Get ‘Buy Lists’ Ready
The market’s big move on the China story appears to be like most big moves in summertime — exaggerated — because trading is thin, analysts say.
DOL Fiduciary Plan Needs Rollover Exemption: Retirement Experts
Lawmakers and ARA say a new exemption is needed so plan advisors won’t be prohibited from helping participants with rollovers.
Citigroup: Something Big and Fundamental Has Changed in Markets
Strategist points to increasing concentration and one-way positioning as factors behind current liquidity woes.