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The secret to a more productive advisory firm

April 9, 2018

The following is an excerpt from the new white paper, “Enhancing Productivity through Support Advisor Empowerment.” To download the full paper from Cadaret Grant, click here. While markets continue to provide a largely supportive backdrop...

Investment Program Association rebrands itself for Main Street

April 9, 2018

An organization that promotes alternative investments is rebranding itself to highlight what it hopes will be a link to ordinary investors. The Investment Program Association today changed its name to the Institute for Portfolio Alternatives....

5 star mutual fund managers you've never heard of

April 7, 2018

You've probably heard of most of today's best mutual fund managers: Will Danoff, the manager of Fidelity Contrafund, Dan Fuss of Loomis Sayles Bond, David Herro, the manager of Oakmark International. The problem is, so has everyone else. Who...

13 active fund managers agree to reveal closet indexing

April 6, 2018

After an investigation into mutual fund disclosures and fees, New York Attorney General Eric T. Schneiderman has reached an agreement with 13 major fund firms to voluntarily disclose the extent of their closet indexing, revealing how actively...

Advisers answer common investor concerns with these talking points

April 5, 2018

Now that stock market volatility has awakened from its more than year-long slumber, investors are getting understandably nervous, which is putting financial advisers on notice. With that in mind, we combed the financial planning universe for...

Volatility is back. Should investors stay or go?

April 5, 2018

It's the eternal debate. Stocks are teetering. Volatility's back. Do you ride it out, or take the money and run? The question is obvious, the answer is not. Like now. Is it the end? Facebook and Amazon are in free fall, the yield curve is flat...

What advisers need to know about alternatives

April 4, 2018

Investing in alternatives isn't always easy, according to an InvestmentNews Innovators in Investing panel. The one-hour panel features insights from Kevin White, head of investment strategy at DFS, Tom Daley, managing director of custody services...

Few places for advisers — or clients — to hide in this stock correction

April 4, 2018

If you're looking to escape this correction, you've got relatively few places to hide. The Standard & Poor's 500 stock index has fallen nearly 10% since its all-time high on Jan. 26. You can choose your causes — the threat of a trade war with...

Rise of Puerto Rico bonds has investors' minds blown

April 3, 2018

Of all the wild, head-scratching moves in financial markets this year, there are few that have surprised investors quite as much as the rally in defaulted Puerto Rico bonds. "It just blows my mind," said Matt Dalton, chief executive officer...

Lynn Tilton's Zohar III should be run by trustee, U.S. tells judge

April 3, 2018

Lynn Tilton's bankrupt investment vehicle, Zohar III, should be taken over by a trustee because of the "debilitating and entrenched acrimony" between Ms. Tilton and Zohar's creditors, a government watchdog that monitors corporate bankruptcies...

Tech rout sinks stocks

April 2, 2018

The deepening rout in once high-flying technology shares sent U.S. stocks tumbling to start the second quarter, as renewed presidential criticism of Amazon.com and retaliatory tariffs from China rattled markets. Treasuries and gold rose on safe-haven...

Advisers tell clients market volatility is the new normal

April 2, 2018

Financial advisers had their hands full on the first trading day of the second quarter as the S&P 500 index dropped 2.2% Monday. The message financial advisers presented to clients was that volatility is back, but that doesn't mean it's time...

S&P 500 evolves to reflect makeup of the economy

April 2, 2018

The Standard & Poor's 500 Index has come a long way since 1957, the year it was introduced. An index fund wasn't even a twinkle in Jack Bogle's eye back then, and corporate America looked a whole lot different. For one thing, 400 of the companies...

Stocks about to get a $400 billion dividend boost

March 30, 2018

Here's a fresh reason to celebrate the end of a lousy quarter in global equities: The new quarter kicks off with the potential adrenaline boost of as much as $400 billion in dividends. "We think it is no coincidence that spring is also a seasonally...

Smart-beta funds get mixed reviews in first quarter

March 30, 2018

Smart-beta exchange-traded funds, which use rules from active management to guide their securities selection, have been the hottest product in the industry. So how did they do in the first quarter, one of the most volatile quarters in years?...

Advisers should make the most of volatility for clients

March 29, 2018

How did your clients do during this year's early volatility? I'm not talking about their portfolios — how did they handle it, as people? Did it surprise and rattle them? Did they want to react? Go to cash? Such responses are common, as markets'...

ETFs see outflows for first time since 2016

March 28, 2018

Exchange-traded funds saw net outflows in February, the first monthly exodus since 2016, according to Cerulli Associates. As Standard & Poor's 500 stock index dropped 3.69% last month, investors dropped domestic stock ETFs like an annoyed cobra,...

Business development company language added to spending bill allows for increased leverage

March 23, 2018

Legislation that would allow business development companies to increase their use of debt and potentially boost returns became law Friday afternoon. The BDC measure was included in a $1.3 trillion appropriations bill approved by the House on...

BlackRock turns to robos to drive latest push into active ETFs

March 23, 2018

BlackRock Inc., the world's largest asset manager, which has a multitrillion-dollar kingdom of passively managed portfolios, is turning to robots to drive its latest push into active exchange-traded funds. The firm is starting a suite of ETFs...

Thinking outside the style box

March 22, 2018

The popular "style box" developed by Morningstar Inc. goes back to 1992. Entire generations of mutual fund managers, financial advisers and investors have never been without the concept. An intuitive framework for equity investing, the style...

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