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Don't discount public company disclosures in fiduciary process

September 30, 2016

While individual investors rarely read disclosures or give them much thought, advisers should not discount their importance to the fiduciary process. Investment fiduciaries are inherently both producers and consumers of disclosure data. The...

Why you should still be worried about big-bank failures

September 16, 2016

The risks of big banks failing might be greater now than it was leading into the financial crisis. That should get Elizabeth Warren's attention. A “nontrivial probability.” To all the index junkies out there, here are some arguments in support...

Investors pile in as REITs move closer to S&P 500 sector status

September 15, 2016

The establishment of real estate as an eleventh sector of the S&P 500 Index is morphing into a near-term investment strategy, according to some market watchers. The real estate play, ahead of REITs' elevation to sector status on Friday, is seen...

Financial-advice firms see record 2015 earnings yet slowest growth since crisis, study shows

September 13, 2016

Independent financial-advice firms produced record earnings last year, but their growth rate dropped off the most since the financial crisis, according to an annual benchmarking study by InvestmentNews research. Revenue rose to a record $3.89...

Donald Trump tries to shame the Fed into raising rates

September 13, 2016

In his campaign to become the next president of the United States, Donald Trump is pushing the envelope in his attempted influence over monetary policy. Trying to shame Fed Chair Janet Yellen. Too much Fed speak is now rattling the bond market....

Wave of new strategic beta ETFs make passive investing more complicated

September 13, 2016

No one likes more rules — unless they're rolling out a new exchange-traded fund. At the Morningstar ETF conference last week, strategic beta was one of the biggest topics of conversation. The question now is whether they can stand up to their...

Adviser pricing for ultrawealthy clients is under pressure

September 12, 2016

Advisers who specialize in helping ultra-high-net-worth families with all aspects of their money management are finding the market is softer today than it was a few years ago. Family offices that handle clients with wealth of $20 million or...

Time to start navigating that minefield of mutual fund capital gains

September 9, 2016

Heading into capital gains distribution season for mutual funds, there are some potential pitfalls worth noting for financial advisers. Don't assume a fund will always be tax friendly. The muni-bond lovefest continues. Investors are pouring...

Fed finds more reasons to keep sitting on its hands

September 8, 2016

The Fed's latest reason for not raising interest rates is that only highly-skilled workers are getting raises. Also, U.S. job openings surged to a record high in July. There might be times when you want to curse during communications with clients,...

Schwab's Liz Ann Sonders: Old bull market doesn't mean dead bull market

September 8, 2016

The time to worry about the stock market is when investors are giddy with euphoria — and that's just not happening yet, says Liz Ann Sonders, Schwab's chief investment strategist. Despite the looming presidential election and the prospect...

Financial-sector ETFs bet on a possible interest-rate hike pays off

September 7, 2016

With the most recent employment report coming in weaker-than-expected, the odds of an interest-rate hike in September have dropped into “unlikely” territory. But don't tell that to investors in financial-sector exchanged-traded funds. Similar...

Are junk bonds becoming the new equities?

September 1, 2016

It's a well-known reality that high-yield bonds are generally more correlated to equities than they are to higher-quality bonds, but is it possible to actually substitute junk bonds for stocks? That argument is being made on a selective basis...

Advisers are bracing for a September market storm

August 31, 2016

As financial advisers prepare to relax over the Labor Day weekend break, many are also bracing for an increased focus on the kinds of market volatility that typically comes with September. With perspectives ranging from, it happens every year...

Moody's upbeat on mutual-fund companies for the third quarter

August 30, 2016

The third quarter could be upbeat for mutual fund companies, according to a new report from Moody's Investors Service, but those with high costs and poor performance won't fare as well. On the plus side, low volatility after the Brexit vote...

The risky but necessary bet on dividends for income

August 25, 2016

Dividend-yielding stocks have been praised as a replacement for bond income ever since the Fed started standing with both feet on interest rates, but that doesn't make the strategy an automatic home run for every client. When it comes to portfolio...

Value strategies defy logic in push past growth stocks

August 24, 2016

Ten years into a bull market for growth stocks, the cycle finally appears to be turning in favor of value investing, but not for all the usual reasons. Among domestic equity mutual fund categories, small- and mid-cap value strategies stand out...

Fees matter most when it comes to active management performance: Morningstar

August 19, 2016

Morningstar's midyear analysis of active versus passive investing shows once again that higher fees have the biggest impact on performance. The semiannual report describes fees as “one of the only reliable predictors of success.” The research...

Billionaire Paul Tudor Jones makes a costly big short on the market

August 17, 2016

Hedge funder Paul Tudor Jones continues to double down on his big short of the U.S. stock market. He now owns puts on 8.34 million shares of SPDR S&P 500 (SPY). Meanwhile, as the stock market chugs along, seemingly defying gravity and logic,...

All three stock indexes hit record highs in 1999 redux, minus the investor euphoria

August 12, 2016

Seeing three major U.S. stock markets indexes all hit record highs for the first time since 1999 has given pundits and market watchers plenty to analyze, but fear is not yet part of the equation. “Valuations are getting high, but they can...

UBS wealth management fees squeezed by global turmoil in second quarter

July 29, 2016

Revenue at UBS Group AG's wealth management unit for the Americas dropped as the unit's fees were squeezed by global market volatility. Operating income fell 1% from the second quarter last year to $1.92 billion, according to the bank's earnings...

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