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Smart-beta ETFs are hot for teachers

February 28, 2018

An unlikely superstar is emerging in the battle for ETF supremacy: the professor. Over the last six months, the $3.6 trillion U.S. exchange-traded fund industry has plucked several prominent academics out of the classroom and put them on the...

Passive becomes the new active

February 27, 2018

Passive has gotten so large that it's killed everything in its path — including itself. Welcome to the "passive singularity." There are now so many indexes that putting your money in an index-tracking fund is a move requiring an active decision,...

Full list of 2018 Lipper Fund Awards winners

February 27, 2018

The Thomson Reuters Lipper Fund Awards winners have been announced. Lipper measures the winners by their risk-adjusted returns over multiple periods. Award winners are rewarded for consistency over time, including the top 3-year, 5-year and...

Stocks could drop 25% if 10-year yield hits 4.5%, Goldman says

February 26, 2018

If the 10-year U.S. Treasury yield hits 4.5% by year-end, the economy would probably muddle through — stocks, not so much, according to Goldman Sachs Group. Goldman's base-case scenario calls for a 10-year yield of 3.25% by the end of 2018,...

How engaging with investor relations teams can provide insights into market opportunities

February 26, 2018

Today's market environment, coupled with ongoing regulatory reform, is serving as a catalyst for global companies to develop greater connectivity with all investors, including financial advisers and wealth managers. Many companies — often...

Wealthfront creates in-house mutual fund to introduce risk parity strategy

February 26, 2018

Wealthfront has criticized its digital advice competitors for selling proprietary investment products, but now it has created its own mutual fund. The fund is aimed at helping Wealthfront implement a risk parity strategy for taxable accounts...

Fidelity may rein in star stock pickers

February 26, 2018

In a sign of the growing emphasis by companies to eliminate workplace harassment, Fidelity Investments said it is considering reorganizing its mutual fund management operations in a way that would deemphasize stock-picking star managers and...

Morgan takes on Goldman with bullish bond call

February 26, 2018

Morgan Stanley says it's time to get bullish on bonds — even as Goldman Sachs Group and Warren Buffett issue warnings. The sell-off in Treasuries, which began in earnest in September and ramped up in January, is ending, according to Morgan...

Finra panel awards five UBS clients $521,000 in damages over Puerto Rican bonds

February 26, 2018

An all-public arbitration panel of the Financial Industry Regulatory Authority Inc. has awarded five clients of UBS Financial Services more than $521,000 in compensatory damages in a case related to the clients' investments in Puerto Rican bonds...

Worried about rising rates? These ETFs may offer limited value

February 26, 2018

If you were to meet an alien from newly discovered exoplanet Ross 128 b, the one thing he's likely to know about Earth is that interest rates are rising. But would he know how to invest in a rising-rate environment? Probably not. He wouldn't...

Lori Hardwick joins Riskalyze board ​

February 23, 2018

Riskalyze, an Auburn, Calif.-based provider of risk assessment and account automation tools, has appointed Lori Hardwick to its corporate board. Ms. Hardwick is the co-founder and president of Advisor Innovation Labs and previously served as...

Is the REIT sell-off over?

February 23, 2018

If you're a homeowner, you know that even though they aren't making any more real estate, property values sometimes act as if they are churning out new continents from time to time. This is one of them. Does this mean real estate is undervalued?...

Investing in bond funds when interest rates rise

February 23, 2018

The last time investors faced rising interest rates, one of us was investing paper route money and other wasn't even born yet. In other words, the idea of a rising rate environment isn't something we, or most advisers, have ever had to deal...

Bond dilemma requires new thinking

February 22, 2018

The case for bonds in investment portfolios has traditionally been compelling. With higher certainty of returns at lower volatility, they have been the stable cornerstone of portfolios, particularly over the last three decades, as bond prices...

Stocks tremble, but savers cheer rising rates

February 22, 2018

As the stock market trembles before the specter of three — or possibly four — interest-rate hikes by the Federal Reserve this year, investors in ultrasafe money market mutual funds and bank certificates of deposit will be cheering. Stocks...

Inflation is a bigger threat to stocks than rates

February 22, 2018

Investors tend to attach narratives after events like the recent bout of market volatility as a way to provide comfort in the face of market uncertainty and losses. Although there could be any number of causes for the downturn, recent data on...

Morningstar: Fund fees continue to fall

February 21, 2018

Fees on actively managed mutual funds are falling, but the funds are still about as popular with investors as flat beer. Morningstar Inc. found that median expense ratios for diversified domestic stock funds and exchange-traded funds have fallen...

Euphoric rush to invest in crypto quickly turns painful

February 21, 2018

Making big bets on speculative assets with retirement money is something most advisers warn against, but bitcoin fever is prompting all sorts of puzzling decisions. For 67-year-old Dennis Gartman, the longtime publisher of a namesake daily investing...

UBS Survey: Only 10-15% of investors put their cash to work during market pullback

February 20, 2018

Only about 10% to 15% of investors took advantage of the recent market pullback to boost their equity allocations or put cash to work, according to UBS Group AG. "We believe that this bull-market correction provides an opportunity," Michael...

The industrialization of asset management

February 20, 2018

Model marketplaces are popping up everywhere, like daffodils in springtime. They give advisers access to model portfolios built by asset management firms and "fund strategists." Advisers can implement the models exactly as built by their creators...

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