Investing

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EQUITIES MAR 08, 2018
JPMorgan exec warns of possible 40% equity correction

Daniel Pinto says investors could respond badly to additional moves on tariffs.

PRACTICE MANAGEMENT MAR 08, 2018
Gender of fund manager makes no difference in performance, Morningstar says

A more diverse fund industry would have no effect on investor returns.

RIAS MAR 07, 2018
Private equity dollars pouring into wealth management, fintech

Deep-pocketed PE investors are driving M&A activity, fueling growth.

MUTUAL FUNDS MAR 07, 2018
Trump tariffs might not mean much for portfolios now

But investments could be affected if the president's move sets off a trade war

ALTERNATIVES MAR 06, 2018
Blackstone sees half of assets coming from individual investors

Private equity firm's funding from retail will rise from current 15%-20%, exec says.

MUTUAL FUNDS MAR 06, 2018
Fidelity names two execs to head $1 trillion equity division

Dual appointment feeds into talk that the investment firm is moving away from its star manager approach.

ESG MAR 06, 2018
How nuns got Wells Fargo to address its ethical lapses

Group of investors withdraws a shareholder proposal after bank agrees to prepare report on root causes of its scandal.

EQUITIES MAR 06, 2018
Trump true believers are going wild over stocks

Financial advisers in conservative areas say the president's backers are putting more money into equities.

RETIREMENT PLANNING MAR 06, 2018
Vanguard extends TDF dominance with 'unbelievable' growth

Its target-date assets have grown by $270 billion since 2015

MUTUAL FUNDS MAR 05, 2018
Morningstar embraces artificial intelligence for fund ratings

Humans and machines will work together to rate more than 10,000 funds and ETFs.

ALTERNATIVES MAR 05, 2018
Why isn't gold soaring?

Inflation fears and the declining dollar haven't pushed gold much higher — yet

MUTUAL FUNDS MAR 03, 2018
International ETFs ready for takeoff

Global investing is hot, but here's what advisers need to know about a new wave of exchange-traded funds coming their way.

ALTERNATIVES MAR 02, 2018
Is the REIT sell-off over?

Real estate investment trusts have gotten clobbered amid concerns about rising rates.

MUTUAL FUNDS FEB 28, 2018
Fidelity unlikely to scrap star system

But adding a team approach reduces fund volatility — and possibly harassment claims.

ETFS FEB 28, 2018
Smart-beta ETFs are hot for teachers

Well-known academics are signing up to advise asset managers on factors for smart-beta funds.

MUTUAL FUNDS FEB 28, 2018
Ameriprise hit with enforcement action over expensive share classes

SEC has made a crackdown on high-fee funds a top priority, including a program for self-reporting failures.

MUTUAL FUNDS FEB 27, 2018
Lipper awards: Vanguard the new victor

T. Rowe Price and American Funds clobber in target-date-fund categories.

MUTUAL FUNDS FEB 27, 2018
Passive becomes the new active

With millions of indexes out there, a passive fund manager's choice of an index is an active decision.

PRACTICE MANAGEMENT FEB 27, 2018
Full list of 2018 Lipper Fund Awards winners

An interactive list of all the funds honored, across all years of return and by category.

EQUITIES FEB 26, 2018
Stocks could drop 25% if 10-year yield hits 4.5%, Goldman says

But on the bright side, the economy would probably muddle through