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Morningstar cuts index benchmarking fees to zero

November 3, 2016

Morningstar Inc. is backing into the investment products price war by offering free access to more than 100 global equity indexes through the launch of its Open Indexes Project. This means asset managers, advisers and financial services firms...

BlackRock banks on cheaper ETFs

November 2, 2016

BlackRock's ETF price cut is proving to be an out-of-the-gate winner, according to the latest asset flows. The lowest-cost ETFs attract $5B Bank stocks are being singled out as most vulnerable in this election cycle. Bank stocks and the polls....

AlphaCore mutual fund debut rides a long track record

October 31, 2016

Alternative investments shop AlphaCore Capital has made its mutual fund debut with an impressive five-and-a-half-year track record for a fund that technically has a history of just a few weeks, and only about $4 million in seed capital. Despite...

Fresh FBI investigation of Hillary Clinton sets the markets on edge

October 31, 2016

It could be the ultimate October surprise. A new investigation of Hillary Clinton has set the stock market on edge. The awkward Anthony Weiner connection. Victims of Bernie Madoff see some payback as the estate of deceased money manager Stanley...

Why performance-chasing investors will love the new 5-year rolling averages

October 27, 2016

Investors are constantly reminded to not base future investments on past returns, but the fact that most still do could provide a boost for the markets, according to Jeffrey Kleintop, chief global investment strategist at Charles Schwab & Co....

Despite the temptation, an all-stock portfolio is crazy

October 24, 2016

In case you needed another reason to diversify beyond just the roaring ride of an all-stock portfolio. Rarely is an investor able to stomach the full ride. Believe it or not, investors are increasing their bets on higher interest rates. Sensing...

American Funds files for new share class to cut fund expense ratios

October 21, 2016

In the latest example of the impact of the Department of Labor's fiduciary rule, American Funds has filed with the Securities and Exchange Commission to create a stripped-down mutual fund share class. The new F3 shares will be free of commission,...

REIT investors brace for a December rate hike

October 13, 2016

A solid run for the real estate category this year, boosted by it becoming an eleventh sector of the S&P 500 Index, has lost some steam recently amid fresh concerns of a December interest rate hike. While most market watchers say such short-term...

Financial advisers miss the mark by measuring alternative investments against stock market

October 12, 2016

There are plenty of reasons for financial advisers to be leery of alternative investments, but most of them are related to a lack of understanding and comparisons to the wrong kinds of benchmarks. In the wake of an unprecedented bull market...

Fidelity fires the latest salvo in ETF fee war

October 12, 2016

Fidelity Investments on Wednesday made the latest move in the exchange-traded fund fee war by removing commissions on “all the newly price-reduced U.S. iShares Core ETFs.” The announcement is promoted as building on Fidelity's alliance with...

Stock market falls into earnings season

October 12, 2016

Earnings season kicks off with a little stock market selloff. Just enough of a dip to keep us on our toes, but not enough to keep us up at night. “You are coming up against very low expectations.” The price of gold is signaling an increased...

Schwab cuts ETF fees again, as expense war with rivals BlackRock, Fidelity and Vanguard heats up

October 7, 2016

Charles Schwab & Co. (SCHW) re-entered the ETF fee war Friday, announcing fee cuts to five of its exchange-traded funds. While the expense cuts were modest — one basis point, or 1/100th of a percentage point — the move underscores the fierce...

The race for lower fees shines a light on smart beta

October 6, 2016

As BlackRock Inc. throws down the gauntlet with some sweeping price cuts across its exchange-traded funds lineup, it's only logical to assume the increasingly popular smart beta strategies will be next in line to feel the spreading pressure...

Deutsche Bank turmoil exposes ETN counter-party risk

October 4, 2016

Nearly two dozen exchange-traded notes have come into Deutsche Bank's troubled shadow. Counterparty risk assessments. Projecting the next move for stocks. Going down to go up. Dissecting the dividend-payer buzz. Is dividend payment mandatory?...

Testing the limits of ETF tax efficiency

September 28, 2016

Investors in exchange-traded funds don't normally have to fret about tax bills, because tax efficiency is one of the main sales pitches right along with transparency, liquidity and lower fees. But thanks to recent adjustments in certain indexes...

The downside of negative interest rates

September 27, 2016

Don't buy the hype; negative interest rates hurt more than they help. Benefitting borrowers, but taxing savers and retirees. What central bankers see that nobody else does. Measuring the gravity of the DOL rule has 18% of advisers thinking of...

Tonight's presidential debate puts the markets on edge

September 26, 2016

Tonight's presidential debate will be watched as a potential disruptor for the equity markets. It all depends on how well the candidates can execute their fight plans. “The markets may react to a perceived shift in momentum.” Taking a look...

DOL fiduciary rule expected to put new pressure on mutual fund expenses

September 23, 2016

The ripple effects of the Department of Labor's fiduciary rule is expected to put new pressure on mutual fund fees, and could even lead to fewer fund share classes, according to a report from S&P Global Market Intelligence. The DOL rule, which...

Old school fund companies Goldman, JPMorgan wade deeper into ETF market

September 16, 2016

Old-line asset management shops are continuing to wade deeper into the ETF market, seemingly embracing the notion that 'if you can't beat 'em, join 'em.' Over the past few weeks, Goldman Sachs Asset Management, JPMorgan Asset Management, and...

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...

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