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Small-cap value funds crush their large-cap brethren

December 1, 2016

Small-cap value funds have soared 21.37% this year, vs. 2.66% for large-company growth funds, one of the largest disparities between U.S. diversified stock funds in recent memory. The biggest single factor: The election of Donald J. Trump to...

Will product pricing pressures carry over to advisory fees?

November 30, 2016

As low-cost index funds and ETFs continue to take market share from higher-cost actively managed funds, financial advisers could soon find themselves caught up in the downward pressure on fees. Emily Sweet, senior analyst at Cerulli Associates,...

Women underrepresented in global fund industry: Morningstar

November 29, 2016

Women are more likely to be at the helm of a passively managed fund or a fund of funds than an actively managed one, a new Morningstar study found. They are also more likely to be on a team-managed fund than serving as a solo manager. Women...

Clients don't need income, they need money, planners say

November 28, 2016

If you've got a client looking for income, you've got a problem: Most investments don't yield enough to buy a flea an itty-bitty trampoline. And, while it's worthwhile looking for income, your best bet in today's market might be looking at a...

Emerging markets sink after Trump victory

November 23, 2016

Emerging markets have been sinking since the election of Donald Trump, led lower by Latin America and India. The average diversified emerging markets fund has fallen 4.4% since the Nov. 9 election, according to Morningstar, vs. a 3.5% gain for...

Some funds doling out capital gain pain

November 23, 2016

If your clients don't believe taxes are important, here's a nugget for them: Out of 367 large-company blend funds with five-year records, just 30 have beaten the Vanguard 500 Index fund after taxes. On average, those 367 funds lost 1.75% in...

Abigail Johnson takes the helm of Fidelity

November 22, 2016

Edward C. Johnson III, chairman of Fidelity Investments, will be stepping down from the Boston-based mutual fund giant in December, handing the reins to his daughter, Abigail Johnson, its current chief executive, according to the Wall Street...

Fund flows make screeching U-turn after election

November 18, 2016

Exchange-traded fund flows made a violent U-turn in the middle of Wall Street after the presidential election. Investors have been making a massive exodus from stock ETFs and open-ended funds for years. In the 12 months ended October, investors...

JPMorgan settles China hiring charges for $264 million

November 18, 2016

JPMorgan Chase has agreed to pay $264 million to settle charges that the bank hired relatives of Chinese officials as a way to secure banking business. The settlement is divided among the SEC, Department of Justice and Federal Reserve. Another...

Alternative strategies fight index investors while longing for a 'black swan' event

November 17, 2016

Ever since the 2008 financial crisis, when virtually every asset class morphed toward a suddenly singular correlation of declines, the case for diversifying into alternative investments has sounded logical. But, also ever since the financial...

Advisers should embrace goals-based investing, says Tangent Capital's Bob Rice

November 15, 2016

Traditional investing strategies are outdated, risky and increasingly commoditized, according to Bob Rice, chief investment strategist at Tangent Capital. During his opening keynote presentation Tuesday in Miami at the InvestmentNews Alternative...

The Federal Reserve meets Donald Trump

November 15, 2016

The Fed, like most folks inside the bubbles of New York and Washington, D.C., did not expect Donald Trump to be our next president. It's now time to start speculating about how the Fed will adjust to The Donald. Re-reading the Fed's diverging...

Vanguard, Pimco feel the pain as long-term funds get smacked

November 14, 2016

The bond market selloff is getting more serious, and investors are starting to feel the pain. The bellwether 10-year Treasury note yield rose to 2.24% Monday, up from an all-time low of 1.37% on July 8th. Bond prices fall when yields rise. Despite...

Making sense of the stock market's post-election run

November 14, 2016

There are reasons the stock market went into rally mode in the immediate aftermath of the presidential election. The upside of sudden certainty. Right out of the blocks industrial stocks have rallied in the wake of the presidential election...

Donald Trump's transition team says scrapping Dodd-Frank is job one

November 11, 2016

On Day 2 as president-elect, the Donald Trump transition team is already talking about tearing apart Dodd-Frank. This will not sit well with Elizabeth Warren. With Donald Trump at the helm some ETFs will stand out in the crowd. GLD, IGF, RSX,...

SEC uses F-Squared saga to drive home due diligence message

November 10, 2016

By now, the financial advice industry should be familiar with the story behind the rise and fall of F-Squared Investments, especially the fall part that left 13 advisory firms saddled with SEC fines. The short version of the story is that F-Squared...

Leveraging portfolios to take advantage of Donald Trump's policies

November 10, 2016

Protests in the streets and emotional outbursts notwithstanding, the craziest presidential election in modern history has officially come and gone. What we're left with, at least from a financial services perspective, is the immediate, near-,...

Donald Trump win takes the stock market to hell and back

November 10, 2016

The wild ride of election night saw the Dow swing by more than 1,100 points from trough to peak. Will nothing derail this market? Markets recover as the shock of a Donald Trump presidency sinks in. The Fed might have yet another excuse for doing...

How the bond market braced for the election

November 9, 2016

How the bond market braced for a Trump surprise while anticipating a Clinton dud. “The election event risk is asymmetric.” The stock market might have enjoyed a nice rally leading up to yesterday's election, but don't use that as any kind...

Advisers brace for the transition toward a President Trump

November 9, 2016

Financial advisers, normally known for preaching calm in times of market stress, are already looking past any short-term volatility following the election of Donald Trump to focus on areas of opportunity. “I think the Republican-led government...

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