According to the fund giant, investors are taking on portfolio risk not seen since 1999 or 2007, and advisers need to adjust client expectations for low-return markets.
The Boston fund giant will acquire eMoney Advisor, a top financial-planning software manufacturer, in a move that could resonate as one of its most potent adviser-technology deals to date.
Popular category for yield-starved investors posts first quarterly decline in two years.
A once-niche fund becomes the fastest-growing product in asset management.
Seen as a win for investors and participating fund companies.
When the president delivers his State of the Union address tonight, he will make proposals that could change the basic assumptions advisers rely on for wealthy clients. <i>(See also: <a href="http://www.investmentnews.com/gallery/20141231/FREE/123109998/PH" target="_blank">13 crucial state tax changes</a>.)</i>
Financial advisers who found ways to mute the effect of the surging U.S. dollar on clients' foreign investments weathered the last year well. Those who didn't suffered.
Large wirehouse voices concerns over fund performance, management.
American Beacon signs on to structure that combines aspects of mutual funds and ETFs.
As dollars in funds top $2 trillion, managers ready exotic products for a new market environment.
