Alt Fund Selection Is a Growing Challenge for Institutional Investors
Alternative assets continue to be a crucial part of institutional investors’ portfolios, but investors have a harder time identifying attractive opportunities.
7 Tips to Maximize Social Security Benefits From an Ex-SSA Director
With all of the rules and changes in Social Security, Kurt Czarnowski offers tips and advice to advisors.
Family Office Returns in 2015 Sagged Due to Challenging Markets
Survey finds implementing a succession plan is family offices’ top governance priority.
8 Facts and Fictions of Momentum and Value Investing
At the Morningstar ETF conference, AQR’s Ronen Israel jumps into the fight between the two investing styles.
Morningstar to Launch Analyst Ratings for ETFs
The Chicago-based fund research firm is also 'collapsing' open-end funds, ETFs into the star rating.
Milevsky on DOL Fiduciary Rule: Big Flaws; Annuities Will Suffer
The fiduciary standard rule’s overriding emphasis on fees is deeply flawed, says the academic. His short-term prognosis for the annuity industry? Poor.
RIAs’ Use of ETFs Continues to Climb: Schwab Study
Nearly 48% of RIAs say ETFs will be the "dominant investment" type in the portfolios they manage, Schwab survey found.
Top 20 Largest Pension Funds in the World
Research shows assets fell 3% in 2015 for the world's 300 biggest funds, but growth since financial crisis is up 19%.
Schwab’s Kleintop: Stocks Are ‘Vulnerable to a Pullback’
The strategist points to a big gap between earnings expectations and reality in the face of weak global growth.
Dividend Aristocrats Outperform S&P 500 With Less Volatility: Report
This index of 50 stocks has consistently outperformed the S&P 500 while exhibiting lower volatility.