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Clients want better investment management, survey finds

November 15, 2017

Wealthy clients are generally satisfied with their advisers but they want more in terms of investment returns and value for fees, a new survey from the Investments & Wealth Institute found. The group, formerly known as IMCA, found that investors...

Ric Edelman looks into the future of financial advice

October 24, 2017

Here are some high notes from Ric Edelman's latest book, "The Truth About Your Future: The Money Guide You Need Now, Later, and Much Later" (Simon & Schuster, 2017). Expect to live longer, work longer, and get more free stuff, says the the executive...

Bulls see room to run after 8-month gain in emerging markets

September 1, 2017

You have to go back to 2004 for the last time emerging-market stocks racked up a longer series of monthly gains. And bulls say the good times should keep going. Mark Mobius of Templeton Emerging Markets Group, Alejo Czerwonko at UBS Wealth Management...

Invesco said to mull ETF-only Guggenheim deal

August 24, 2017

Invesco's rumored purchase of Guggenheim Partners' retail mutual fund business may be limited to a $1 billion buyout of Guggenheim's ETF operations, Barron's reports. That represents a significant rollback from previous rumors. Earlier in August,...

The best and worst liquid alternative funds over the past 10 years

August 16, 2017

The financial crisis spawned a rebirth of alternative-strategy mutual funds designed to help investors through the next downturn. The strategies don’t promise to keep pace with the stock market, but here are the five-best and five-worst performers...

Wells Fargo team managing $300 million moves to Raymond James

August 3, 2017

Three advisers who managed more than $300 million in assets at Wells Fargo Advisors in Rochester, N.Y., have joined the employee unit of Raymond James. Keith Bock, Mark O. Downey, II, and Jason Peterson will operate as BDP Wealth Management...

FS Investments promotes Mike Kelly to president

July 26, 2017

FS Investments has promoted Mike Kelly, currently its chief investment officer, to president. He will continue to lead the firm's investment efforts. The firm, based in Philadelphia, manages alternative assets and has more than $20 billion in...

Asset management revenue, profits down in 2016 for first time since 2008

July 12, 2017

Rising markets aren't a haven for money managers. For the first year since the 2008 financial crisis, revenue earned by asset management firms globally fell in 2016 along with profits, according to a report Tuesday by Boston Consulting Group....

Stocks of active managers outperform

June 21, 2017

They're beating the benchmark! Or at least, they've caught up with broader market. Shares of asset managers have been staging their own little bull market over the last few weeks, with an index of 18 stocks in the S&P 1500 advancing in nine...

Putnam kicks off expanded ESG effort

May 3, 2017

Putnam Investments has hired Katherine Collins to head a new sustainable investing effort that could lead to the introduction of the firm's first standalone ESG funds. In her new role, Ms. Collins will head a team responsible for overseeing...

Bill Gross' Pimco successor, Dan Ivascyn, is on a hot streak

March 3, 2017

After star money manager Bill Gross left in 2014, Pacific Investment Management Co. seemed destined to fade from prominence and become just one of the many firms that dot the U.S. bond-industry landscape. But then Dan Ivascyn, the man tapped...

Lower taxes could hit municipal bond yields

February 13, 2017

The one drawback to lower tax rates: Muni bond prices could take a hit, according to Peter Hayes, BlackRock's head of municipal bonds. People buy municipal bonds primarily because their interest is free from federal, and sometimes state, income...

How to pick the right active manager

February 7, 2017

Volatility has ripped through the equity markets due to concerns surrounding slowing growth in China, a Fed shifting from hawk to dove, the Brexit vote, a turbulent U.S. election cycle and a surprise win by Donald Trump. For any adviser trying...

Most advisers think the industry will continue down a fiduciary path despite rule delay

February 3, 2017

News that President Donald J. Trump plans to order a stop to the DOL fiduciary rule drew mixed reactions from financial advisers. Find out how they think the efforts to implement the rule will impact their businesses and the industry going forward....

Another salvo in the fee wars: Schwab cuts expense ratios on index funds

February 2, 2017

Charles Schwab & Co. has fired the latest round in the mutual fund cost-cutting battle, slashing expenses on several of its open-ended index funds. Schwab said Thursday that it would cut the expenses on its index funds to the same level as their...

Smart beta could give funds an entry into ETF market

January 24, 2017

More than 2,200 people met at the Inside ETFs conference in Hollywood, Fla., this week, and it was all about product — smart beta product, specifically. The record attendance follows record flows to ETFs in 2016, with more than $280 billion...

December stock flows highest since April 2000

January 19, 2017

Stock funds are back in fashion, but stock fund managers are about as popular as suits of armor. Investors poured an estimated net $27.8 billion into U.S. stock funds in December, the most since April 2000, according to Morningstar Inc. Another...

No-fee trading platforms can save money in other ways

January 18, 2017

Most unintended consequences are a bad thing. But sometimes, unintended consequences are good. Case in point: Exchange-traded funds that trade on commission-free platforms have lower bid/ask spreads than those that trade with commissions. A...

Fred Alger Management scoops up Boston-based asset manager

January 18, 2017

Alger Associates, the parent company of Fred Alger Management, is acquiring Weatherbie Capital, a Boston-based registered investment adviser with $800 million under management. The deal, expected to close in March, represents Alger's first acquisition...

American Funds gets SEC approval for clean shares

January 13, 2017

The Securities and Exchange Commission gave the green light Wednesday to the Capital Group to issue “clean shares” through its American Funds — a share class without any distribution costs, such as 12-b(1) fees. The no-action letter to...

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