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Fidelity's RIA business: a strong No. 2 that's working harder

March 26, 2017

Fidelity lost its title as the largest mutual fund manager to archrival Vanguard Group in 2003, and in the race for RIA assets, Fidelity also plays second fiddle — in this case, to Charles Schwab & Co. But if you put all of its businesses...

Large advisory shops build custom target-date funds

March 19, 2017

Advisory practices with tens of billions in defined-contribution-plan assets are building custom target-date funds for advisers to use with clients, leveraging their scale to deliver low-cost funds to even the smallest retirement plans and,...

Morningstar makes bid to offer mutual funds for exclusive use of advisers

March 10, 2017

Morningstar Inc. has filed with the Securities and Exchange Commission to launch nine mutual funds for use in its managed portfolios that are specifically for financial advisers. The March 6 filing explains that the move is designed to generate...

Brokers-dealers move to trim fund offerings as they adjust to DOL rule

March 8, 2017

The Department of Labor's fiduciary rule has led broker-dealers to take stock of the mutual funds they distribute, and the outlook isn't rosy for small investment providers. Many broker-dealers have decided to — or are at least considering...

Help protect clients from scam attacks

March 7, 2017

The Securities and Exchange Commission is holding advisers to higher standards of care related to cybersecurity. Yet, while we put more and more protections in place, our clients are facing ever increasing scam attacks, whether through the internet...

Impact investing in the age of President Trump

March 5, 2017

It's too soon to tell what effect the election of Donald J. Trump to the presidency will have on impact investing. But if implemented, Mr. Trump's policies could have a profound effect on issues near and dear to a growing number of investors:...

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...

Get ahead of robo-advisers by combining personal and digital services

February 22, 2017

Can you combine technology and personal interaction to differentiate yourself from robo-advisers? Can this combination be used to make your clients more loyal? Can it help clients better understand risk and return? Can it even assist clients...

Buffer annuities, an index-variable hybrid, garner mixed reactions

February 1, 2017

While brokerage regulators and some attorneys have seen an uptick in complaints lodged against a type of annuity known as a “buffer annuity,” there's mixed reaction as to the validity of criticism lodged against the products. Buffer annuities,...

Morningstar announces top fund managers

January 26, 2017

David Herro was named international stock fund manager of the year by Morningstar Inc., the third time he has earned that distinction. Mr. Herro, who runs Oakmark International (OAKIX), was one of several fund managers to earn awards from Morningstar....

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...

DOL fiduciary rule hastening death of L-share variable annuities

January 11, 2017

The specter of the Department of Labor's fiduciary rule is accelerating the demise of L-share variable annuities. Variable annuities sold in an L-share class had already been reeling prior to the DOL issuing the final version of its conflict-of-interest...

An evolving profession must continue to innovate

December 18, 2016

Innovation is the lifeblood of any industry. An industry where innovators are few and new ideas die before seeing the light of day is an industry that will wither. That is why InvestmentNews is recognizing icons and innovators in this issue....

Natixis launching 401(k) market's first ESG-focused target-date mutual funds

December 16, 2016

Natixis Global Asset Management is seeking to be the first asset manager to launch target-date mutual funds focusing on environmental, social and corporate governance causes, hoping to capitalize on broader momentum for ESG investing and recent...

Michael Durbin gets to work building out Fidelity's distribution channels to advisers

December 14, 2016

In the quietly aggressive ground game of custody and clearing services, Fidelity Investments has turned to Michael Durbin to lead its next charge. By most measures, he appears well-suited for the job as head of Fidelity Institutional Product,...

Apps to help make business travel easier for financial advisers

December 13, 2016

At times, we need to travel for business. No matter how enjoyable it might seem when saying yes, travel has its own set of inconveniences and dilemmas. Before agreeing to a trip, at least one of these questions must be answered with a yes: Do...

Congress reignites debate over lifetime income disclosures in 401(k) plans

December 7, 2016

The Labor Department may be abandoning its regulatory project around lifetime income disclosures, but Congress isn't letting it die. In October, Assistant Secretary of Labor Phyllis Borzi said the department wouldn't be able to issue rules concerning...

Target-date fund managers evolve to capture burgeoning 401(k) market

December 5, 2016

For providers of target-date funds, it's no longer enough to be a one-trick pony. Over the last several years, TDF managers have engaged in a marketing bonanza of new products to stand out in an increasingly competitive — and lucrative —...

Help clients avoid capital gains distributions

November 30, 2016

Capital gain distributions occur near year end when mutual funds need to pass through gains realized within the funds. This means shareholders have to pay tax on income they haven't received. It's true that the basis gets increased, but clients...

Can Donald Trump breathe life into actively managed funds?

November 27, 2016

John Maynard Keynes described Wall Street as being like a beauty contest where the judges don't choose the best-looking candidates. Instead, they choose who everyone else thinks are the best candidates. And those opinions can change suddenly....

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