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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...

When clients call the stock market a big bubble, here's what to say

August 19, 2016

The next time a client tells you that stocks are in a bubble, consider a polite way to say, “I don't think that word means what you think it means.” Earlier this month, Republican presidential nomineee Donald Trump declared that the stock...

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...

LPL posts 13% drop in commission revenue in second quarter as DOL fiduciary rule takes its toll

July 28, 2016

LPL Financial Holdings Inc. reported a drop in commission revenue during the second quarter as it continues to adapt to heightened regulatory scrutiny of fees. Commission revenue fell 13% to $446 million in the second quarter from the same period...

Investing in the most hated bull market: When your clients say they can't stomach stocks

July 26, 2016

In this stock market, the biggest challenge for advisers isn't stopping clients from taking big fliers — it's getting them to invest enough in stocks to meet their goals. It's rare that a stock market rally has been so hated. The Standard...

BlackRock, State Street, TIAA: Expect lower returns, higher volatility ahead

July 22, 2016

The mid-year forecasts are rolling in, and the outlook is mostly disappointing, with a chance of dread. From BlackRock: “We are living in a low return world. Equity market returns have leapt ahead of economic fundamentals since the financial...

RIAs boost profitability while gaining clients, Charles Schwab study shows

July 15, 2016

Registered investment advisory firms increased profitability last year as they embraced technology and gained clients, according to Charles Schwab & Co. Profitability rose about 4% last year and is up 27% since 2011 as firms become more efficient...

BlackRock's stock buyback plan at odds with CEO Larry Fink's statements

July 15, 2016

That awkward moment when an ongoing policy of buying back shares of your own stock conflicts with the CEO's mantra of the downside of the practice. Welcome to BlackRock. Larry Fink has been critical of the buyback trend, but that hasn't stopped...

SunAmerica fund picks just 30 stocks once a year and clobbers the competition

July 8, 2016

A fund that sets its 30-stock portfolio once a year and sits still is running rings around the competition. SunAmerica Focused Dividend Strategy fund (FDSAX) chooses 30 stocks with above-average dividends each year and sits on them. “We watch...

Treasury bonds beat stocks the past 10 years. You heard it right

July 6, 2016

If you've been telling your clients that stocks beat bonds over the long term, you might want to mention that the long term has been getting steadily longer. Long-term Treasury securities have outperformed the Standard & Poor's 500 stock index...

What to say when clients hate you for advising international investments

June 24, 2016

If you're a financial adviser, you probably get occasional questions about your investment recommendations. And if you've put 15% to 20% or more of your client's assets in international funds, many of those questions may have been more pointed...

Leuthold Group: Long-term stock indicator wildly bullish

June 14, 2016

Wall Street has become the new Yellowstone: You can't turn a corner without running into a bear. But here at the 28th annual Morningstar Investment Conference, the Leuthold Group said one reliable long-term indicator has turned “wildly bullish.”...

Invesco, Longleaf funds stashing cash as bear market cushion

June 8, 2016

You might have clients who want to get in to the stock market, but don't want to take much risk, particularly as the Standard and Poor's 500 stock index flirts with new highs. Your first job, of course, is to explain that this is like wanting...

T. Rowe Price to pay out $194 million to shareholders in four mutual funds, other clients

June 6, 2016

T. Rowe Price said Monday it would pay about $194 million to fund shareholders and other clients for an error it made in voting on the 2013 buyout of Dell. The shareholders held about 31 million Dell shares at the time. At the time of the buyout,...

T. Rowe Price makes a $190 million misstep

June 3, 2016

T. Rowe Price is discovering that when you vote the wrong way in a buyout deal, you repent at leisure — and with millions of dollars. The Baltimore mutual fund giant made a rare error by voting in favor of the 2013 buyout of Dell by founder...

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