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Vanguard winning at bond inflows, too

July 25, 2017

Most people know that Vanguard has been vacuuming up stock assets faster than an elephant in a peanut warehouse. But what company is leading in scooping up bond-fund assets? That would be Vanguard. Of the 30 top-selling taxable bond mutual funds...

What would happen if there was a sharp rise in interest rates?

July 25, 2017

When analyzing the current state of the bond markets, financial advisers may be concerned about the potential for interest rates to rise faster than the markets have priced in. While this development may not be probable, it is certainly possible...

Independent broker-dealer Vanderbilt revamps to focus on impact investing

July 25, 2017

An independent broker-dealer with roots dating back 52 years, Vanderbilt Financial Group is growing a new reputation for itself by committing to the socially responsible investing space. The Woodbury, N.Y.-based firm calls itself the sustainable...

Take 5: Vanguard's new CIO Greg Davis talks bonds, stocks and costs

July 24, 2017

Earlier this month, Greg Davis became Vanguard's chief investment officer, overseeing the $3.8 trillion in assets in more than 300 mutual funds and exchange-traded funds. Mr. Davis, 46, took the role from Vanguard's new CEO, Timothy Buckley....

Executive women aren't getting advice they need

July 23, 2017

More American women than ever have advanced to the top of the corporate ladder, becoming an increasingly influential and affluent demographic. A Newsweek report estimated their spending power to be greater than the entirety of Japan's economy....

8 reasons to worry about the stock market

July 21, 2017

After two major bubbles in the past two decades, everyone wants to be the person to spot the next one. “Bubbles are never recognizable when you’re inside a bubble,” said Jim Stack, president of InvesTech Market Research. “It isn’t...

GMO: Don't overlook risk in emerging markets

July 20, 2017

If you're attracted to the relatively low stock valuations and top performance of emerging markets, a new white paper by Grantham, Mayo, Van Otterloo & Co. LLC warns that you should consider one other metric: risk. Emerging markets funds have...

Central banks must use caution in further tightening, Gross says

July 20, 2017

It won't take much for the Federal Reserve to raise short-term interest rates too far, triggering an economic reversal making indebted students, corporations and other borrowers unable to repay loans, according to billionaire bond manager Bill...

Fleeing hedge funds, wealthy investors take shelter in real estate

July 19, 2017

Wealthy investors boosted bets on real estate and left hedge funds and equities as concern over high valuations and geopolitical risk push them back to basics. They had 33 percent of their portfolios on average in real estate at the end of the...

How to Invest for the Rest of 2017: Our Mid-Year 2017 Outlook

July 19, 2017

Heading into the second half of 2017, we believe the elongated U.S. credit and business cycle – currently eight years old and counting – will continue through the end of the year. Yet for the first time in almost a decade, the risks to the...

Robos are offering SRI, so shouldn't live advisers?

July 19, 2017

Digital financial advice platforms are racing each other to introduce socially responsible investing options for their customers, and some experts believe traditional advisers should be doing the same. Both Betterment and Wealthfront, the two...

Are music royalties a new alternative investment?

July 18, 2017

If your clients have a song in their hearts, they might be able to buy the royalties to it. Royalty Exchange helps owners of music royalties find buyers. Since March 2016, the company has auctioned off royalties from 150 songs, including: •...

Managed accounts look attractive to 401(k) advisers, but how do you measure performance?

July 18, 2017

For 401(k) advisers, managed accounts are a tough nut to crack. On one hand, many advisers believe managed accounts will compete with target date funds as the most popular type of default investment option in 401(k) plans as soon as they become...

Oaktree Capital to take over two Fifth Street BDCs in $320 million deal

July 17, 2017

Oaktree Capital Group, a Los Angeles-based alternative investments manager, will pay $320 million in cash to Fifth Street Management to become the investment adviser to two business development companies: Fifth Street Finance Corp. and Fifth...

Advisers bracing for Fed's unprecedented bond sale

July 17, 2017

Nine years after the start of a quantitative easing program that left the Federal Reserve with a record $4.5 trillion balance sheet, market watchers are now speculating how the Fed's plans to start selling those bonds will hit the financial...

Activists add tailwinds to closed-end funds

July 14, 2017

If you're an adviser, you probably don't want activists banging on your door. But if you're a closed-end fund investor, activists are good thing indeed, and they're making big changes in the industry. Closed-end funds are the coelacanths of...

Vanguard CEO McNabb to step down

July 13, 2017

Vanguard Group Chief Executive Officer F. William McNabb will step down at the end of the year and cede his role to Tim Buckley, a two-decade veteran of the world's second-largest money manager who serves as investment chief. McNabb, 60, who...

How options can play a role in portfolios

July 12, 2017

In today's low yield, high-risk investment environment, traditional asset classes are unappealing. However, over the past several decades other "options" have arisen for investors. Option-based strategies have proven themselves through difficult...

10 funds that sustained heavy losses in the first half

July 11, 2017

Just as there’s always a bull market somewhere on the planet, there’s always a place where the bears roam free. The Standard & Poor’s 500 stock index rose 9.3% in the first half of this year, and the international MSCI EAFE index jumped...

What 'Moneyball' can teach advisers about better portfolio construction

July 10, 2017

"We've got to use every piece of data and piece of information, and hopefully that will help us be accurate with our player evaluation. For us, that's our life blood." — Billy Bean, subject of "Moneyball: The Art of Winning an Unfair Game"...

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