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Keeping Eyes Peeled for a Bearish Turn 

June 5, 2018

Markets and economies move through multi-year periods of expansion and contraction. However, at 54%, secular bull markets have occurred only about half the time historically.1 Furthermore, the U.S. equity market has spent 70% of its time either...

Vanguard: More than half of 401(k) participants invest solely in target-date funds

June 5, 2018

Participants in defined contribution plans are relying more on professionally managed investment options, especially target-date funds, Vanguard Group reported Tuesday. The portion of participants investing in these options climbed to 58% last...

Neil Hennessy: Active managers can grow their assets with acquisitions

June 5, 2018

Neil Hennessy is founder and chief investment officer of Hennessey Advisors Inc., a $6.6 billion publicly traded investment management company that offers 14 mutual funds to the public. Mr. Hennessy, who started his career as a PaineWebber broker...

A smarter way to rebalance

June 5, 2018

As advisers begin midyear rebalancing of client portfolios, they face a dilemma. While investors have enjoyed the fruits of a nine-year bull market — including a 19% gain by the S&P 500 in 2017 alone — they've also seen a significant shift...

Small-cap ETFs see surge in inflows

June 5, 2018

ETF investors haven't been this "America first" since Donald Trump won the presidential election — at least if flows to small-capitalization companies are any guide. Last month, roughly $7.5 billion poured into exchange-traded funds focused...

Invesco sued for 'indiscriminately' loading 401(k) plan with in-house funds

June 4, 2018

Invesco has been sued for allegedly stacking its 401(k) plan with proprietary investments, joining the ranks of more than 20 asset managers who have had to defend against similar claims of mismanagement by employees seeking to claw back lost...

Kara Murphy appointed chief investment officer at United Capital

June 1, 2018

United Capital Financial Advisers has appointed Kara Murphy as its new chief investment officer.​ Ms. Murphy, who previously worked as CIO at SunAmerica Asset Management, is a chartered financial analyst and brings more than 20 years of investment...

International funds continue to disappoint

June 1, 2018

International investors' long national nightmare hasn't ended — but if you're looking for a good entry point for relatively cheap stocks, it couldn't hurt to look abroad. For the past decade, international stocks have been a disappointment...

Fees on savings apps can add up

June 1, 2018

While the early digital advice startups showed how technology can make financial advice more accessible for young, mass-affluent consumers, a new generation of mobile app-based robo-advisers are looking to introduce investing and saving to people...

Actively seeking opportunities in emerging markets

June 1, 2018

Despite recent news highlighting the threat of new trade wars and other potential instability around the world, the secular trends in emerging markets remain promising for long-term investors. Advisers seeking both diversification and growth...

Biggest U.S. banks cut municipal-bond holdings

May 31, 2018

More than a half dozen of the biggest U.S. banks reduced their holdings of state and local government bonds by billions of dollars after the federal government slashed corporate tax rates, making the securities less valuable to one of the market's...

Advisers can learn a lesson from Costco

May 31, 2018

Financial advisers — and plan sponsors — could help investors the most by taking a page from Costco: Offer fewer choices at lower cost. The takeaway: Providing lots of options isn't in the best interests of most investors, according to a...

Bill Gross had nightmare day as fears about Italy roiled markets

May 30, 2018

Bill Gross had his worst day in almost four years Tuesday. For other bond managers, it was more like Christmas in May. The steep decline in interest rates triggered by fears that Italy might leave the euro sent Mr. Gross's $2.1 billion Janus...

Some small-caps win in the long term — but which ones?

May 30, 2018

Many things work better in theory than in practice. For example, it's theoretically good to run five miles a day, provided you don't blow out your hamstring or get eaten by a bear. And in theory it's good to invest in small-company stocks for...

Blackstone woos wealthy with tax-free hedge fund

May 29, 2018

Blackstone Group has an enticing pitch for the ultra wealthy: Invest in hedge funds and avoid paying taxes forever. The private-equity firm's Lombard International is leading the charge to promote exclusive insurance vehicles that can contain...

Retirement plan sponsors tread lightly with capital preservation

May 29, 2018

In providing capital preservation options for investment menus, some defined contribution plan executives have wound up in the crosshairs of participants' lawsuits alleging fiduciary breaches of the Employee Retirement Income Security Act. Some...

Italy's woes spread to U.S. markets — and advisers' clients

May 29, 2018

Worries about Italy's political turmoil sent U.S. stocks falling like a Ferrari on a ski jump, and some advisers warned that the situation could become more serious in the short term. The Dow Jones Industrial Average fell 505 points at its low...

Former hedge fund CFO barred, ordered to pay $227,500 penalty

May 25, 2018

The Securities and Exchange Commission has barred Perry Gruss over his role as chief financial officer at D.B. Zwirn & Co., a once high-flying hedge fund that ceased operations in 2009. In the related civil case, a New York judge has imposed...

Separating fact from fiction with fund investor behavior

May 24, 2018

Despite what you may have heard, the least exciting aspect of our financial markets over the last 80 years has been the behavior of mutual fund investors during periods of volatility or crisis. And that's a good thing. The nearly $22 trillion...

Finra panel awards couple $800,000 in case against Oppenheimer

May 24, 2018

The Financial Industry Regulatory Authority Inc. has awarded a Florida couple $800,000 in compensatory damages against Oppenheimer & Co., in a case involving the recommendation and selection of energy stocks. The action brought by the Palm Beach...

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