On a tear before the election, the average fund is down 4.4% after it because of president-elect's rhetoric about countries like Mexico and China.
After a seven-year bull market, few funds have offsetting losses to reduce those gains. Expect the biggest distributions from small-cap funds.
SEC makes preliminary determination for a possible enforcement action against UDF IV as Nasdaq moves to delist the REIT's shares.
Edward C. Johnson III to become chairman emeritus.
Analysts, advisers struggle with when, where and why to use alts
Also remind clients that performance is “manager-dependent instead of market-dependent,” says Blackstone's Avi Sharon.
Adviser loaded up client with alts beyond what his risk profile indicated, according to state agency.
Raymond James clients will have opportunity to invest in private-equity and hedge funds
Asset manager takes 36% stake and its ETF models will be made available through the digital platform, which has changed its name.
Money flows out of bonds into stocks.
It will help advisers and investors measure correlation and volatility of past returns.
The transition will be completed by the time the Department of Labor fiduciary rule takes effect.
The bond market selloff is getting more serious, with some popular funds down nearly 20% since the summer.
Funds that invest in Treasury Inflation Protected Securities saw a net inflow of $1 billion the week ended Nov. 9, the second-largest since records began in 2002.
One of the few prominent money managers who correctly predicted the next president of the U.S. also pretty much nailed this year's bottom for Treasuries
Plus: Industrial stocks ride infrastructure-spending hopes, Warren Buffett makes nice with Donald Trump, and suddenly it's the Democratic party that might not survive in tact
Veteran managers from Ariel, Gabelli, Monetta and Pioneer share their lessons.
Telling advisers to never assume enough is enough when it comes to research.
Republican power balance puts DOL rule into question
