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Advisers' crucial role in constructing smarter portfolios to combat volatility

June 29, 2015

A strengthening economy helped propel U.S. markets in 2014, continuing a bull market run that is now among the longest and strongest since the Great Depression. Despite this, today's market environment is fraught with uncertainty. Various macroeconomic...

Automated advisers attract much smaller clients than humans: Morningstar

June 25, 2015

Robo-advisers may not be able to compete with humans after all — at least when it comes to attracting clients with a greater amount of investible assets. Largely automated online financial advice platforms are able to bring in clients with...

Wells Fargo faces major test of broker liability for selling F-Squared

June 17, 2015

A Wells Fargo Advisors client has asked arbitrators to recover money he says he lost investing with F-Squared Investments Inc., his lawyer said Wednesday, testing whether investors can challenge brokerage firms who sold the troubled asset manager's...

Home office investment performance beats advisers': study

June 8, 2015

Home-office investment portfolios, often built by centralized units at brokerage firms, perform better than ones managed by financial advisers, according to a new analysis Monday. Cerulli Associates found that portfolios built by home offices...

How portfolio diversification can help deliver more income to clients

May 20, 2015

Is it just me, or has it gotten harder to build a decent investment portfolio? Equity markets are near all-time highs after a long and extended run. Much of fixed income has followed the Federal Reserve down close to zero. Europe's problems...

Dynasty hires Scott D. Welch to be chief investment officer

May 14, 2015

Dynasty Financial Partners, a company that sells advisers services and tools to run their businesses, has hired Scott D. Welch for its new position as chief investment officer. In his new role, Mr. Welch will oversee investment research, choose...

United Capital pivots away from mutual funds to proprietary asset management program

May 14, 2015

United Capital Financial Advisers, one of the larger independent wealth management companies, is moving a growing share of its investors' portfolios out of mutual funds and into cheaper separate accounts it manages itself. And in a twist, the...

Morningstar is ready to move beyond the style box

April 27, 2015

After years of promoting the style box as a tool to help investors build more diversified portfolios, Morningstar Inc. is emphasizing a “total wealth approach” that could result in dramatically altered investment recommendations for clients....

Rethinking how you build clients' equity portfolios

April 15, 2015

Advisers have traditionally relied on size and style to build domestic equity portfolios, but it's becoming increasingly difficult to justify this approach. In fact, the widespread adoption of the size and style approach may be a key factor...

Investors see few benefits of lower fees in adviser-sold investments

March 17, 2015

On the whole, fees that mom-and-pop investors pay for mutual funds and other similar products have dropped substantially over the last several years. But in at least one corner of the investment universe, fees aren't budging all that much. The...

Vanguard finds another way to get its ETFs in your clients' hands

February 24, 2015

The Vanguard Group Inc. is attracting assets — and advisers — to yet another barely advertised program that puts funds together in client portfolios. In what's sometimes called the exchange-traded fund strategist business, Vanguard is building...

Fidelity records massive profit, despite fund outflows

February 12, 2015

Fidelity Investments increased its earnings by 29% last year, to a record $3.4 billion, despite surging investor redemptions of its mutual funds. The company's fund outflows — and its continued evolution to a diverse investment and service...

Pershing, courting digital wealth managers, teams with Motif

January 27, 2015

Pershing is partnering with Motif Investing Inc. as the online brokerage start-up looks to expand its services for financial advisers in the U.S. and extend its reach internationally, an executive from the custodian said Monday. “A lot of...

Swiss franc fallout hits some liquid alt funds harder than others

January 20, 2015

Financial advisers who have been watching from a distance the fallout from Switzerland's surprise move last week to remove its currency ceiling against the euro might want to take a closer look at some of the mutual funds in their clients' portfolios....

iShares says not so fast on passive investing winning the day

January 13, 2015

The success of exchange-traded funds is incorrectly being interpreted as a victory for passive investing, according to executives at BlackRock Inc.'s iShares, which won a third of the U.S. ETF industry's record $242 billion haul last year. Instead,...

The top 25 socially conscious funds

December 8, 2014

Fund 1-year return 3-year return 5-year return Portfolio net assets ($M) Expense ratio* Praxis Growth Index Fund I (MMDEX) 20.02% 21.11% 16.20% $164.7 0.47% Parnassus Endeavor Fund (PARWX) 19.10% 22.67% 16.13% $650.9 0.95% Vanguard FTSE Social...

The latest separately managed account data

December 8, 2014

U.S. large-cap equity Product 3Q return 1-year return 3-year return 5-year return 5-year std dev 5-year Sharpe ratio Assets ($M) Manager Location Mellon Capital Management - Large Cap Growth Strategy 3.53% 26.02% 25.87% 18.57% 15.46% 1.2 $1,265.0...

Money managers scraping to catch up to record stock market

November 3, 2014

Your mutual fund manager, flush with cash, might be in a bind. Record S&P 500 runs away from mutual funds trailing index More bad news for Nicholas Schorsch and his real estate empire? RCS drops plan to Buy Cole Capital from American Realty...

Markets in a 'bad mood' as S&P 500 gives back year's gains

October 15, 2014

The S&P 500 wiped out its gains for the year Wednesday as banks sank after reporting earnings while a drop in retail sales reignited concern about the economy and a second health worker in Texas caught Ebola. KeyCorp retreated 8.9%, the biggest...

Advisers must avert Pimco panic

October 5, 2014

The abrupt departure of legendary bond investor Bill Gross from Pimco is yet another opportunity for investment advisers to reach out to clients and provide sage advice. The first piece of advice is: Don't panic. Don't rush to sell Pimco mutual...

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