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T. Rowe Price steps up its game to serve financial advisers

October 21, 2017

T. Rowe Price rode the no-load revolution of the 1980s and 1990s, spurning brokers, advisers and the sales loads that enticed them. And to this day, the vast bulk of its $938 billion in assets remains in no-load shares. But in the last few years,...

Why are investors still flocking to bonds?

October 18, 2017

Life is full of mysteries. Why are cats terrified of cucumbers? Why does your phone suggest you need a chain saw? And why have investors been putting so much money into bond funds? The last question is particularly vexing if you hold the notion...

Smart-beta ETFs take in billions in new assets

October 11, 2017

Smart-beta ETFs, which combine the low costs of indexing with rules-based investing, continue to attract billions in new assets as the stock market climbs. So far this year, smart-beta ETFs — called "strategic beta" by Morningstar Inc. —...

DOL fiduciary rule ups ante for monitoring of 401(k) record keepers

October 4, 2017

The Department of Labor fiduciary rule is changing how retirement plan advisers help their clients monitor record-keeping firms such as Fidelity Investments and Empower Retirement. The regulation, which raises investment-advice standards in...

Advisers discover what investing innovations are coming their way

September 30, 2017

Creative innovations coming out of the investment world will provide financial advisers with outstanding new tools to use with clients in coming years, such as portfolios that mimic a client's personal index. Advisers attending the premiere...

Morningstar backs new retirement calculator

September 11, 2017

Online retirement calculators usually make just enough assumptions to be dangerous. What if you live 10 years longer than you planned for? What if the market tanks? What if you need astronomically expensive round-the-clock health care? The answer...

By the numbers: Section 529 college savings plans

September 9, 2017

Ranked by assets State Program Manager Assets ($M) 1 VA CollegeAmerica American Funds $58,773.50 2 NY New York's 529 Program (direct-sold) Ascensus $21,637.70 3 NH UNIQUE College Investing Plan Fidelity Investments $11,847.40 4 UT Utah Educational...

Yusko of Morgan Creek Capital to build ETF partnership with AdvisorShares

September 6, 2017

Like many active managers, Mark Yusko of Morgan Creek Capital Management has some serious gripes about the rise of exchange-traded funds and the ascendancy of passive investing. And like many of those managers, he's also starting his own ETF...

Rollins Inc. 401(k) participant sues Morningstar, Prudential over alleged RICO violations

August 31, 2017

A participant in a 401(k) plan of Rollins Inc., Atlanta, sued Morningstar and units of Prudential Financial, alleging they violated a federal racketeering law in offering an investment service to plan members. Rollins plan officials and Rollins...

OMB approves proposal for 18-month delay of DOL fiduciary rule's second phase

August 29, 2017

The Office of Management and Budget has approved a proposal to delay for 18 months implementation of the remaining provisions in the Labor Department's fiduciary rule. The OMB made its determination on Monday and posted the decision on its website...

DoubleLine Capital's tale of two Jeffreys

August 29, 2017

It's not easy to outdo your boss, particularly when your boss is Jeffrey Gundlach, the bond savant of DoubleLine Capital. But that's exactly what DoubleLine's other Jeffrey -- the nice Jeffrey -- has been doing lately. Jeffrey Sherman, Gundlach's...

Tech bubble just talk — for now

August 24, 2017

Ever since the dot-com bubble burst in 2000, investors have been wary of another tech wreck. And some analysts, worried about some of this year's tech rockets, are saying tech is looking bubbly again. But — at least for now — tech isn't...

Best- and worst-performing emerging-market funds

August 19, 2017

U.S. open-end diversified emerging-market funds TOP 10 Name Current fund-level net assets YTD return 1-year return 3-year return 5-year return Net expense ratio Ashmore Emerging Markets Value Instl (EMFIX) $10,064,105 31.19% 41.24% 3.52% 6.70%...

Best-interest contract could be casualty of DOL fiduciary rule delay

August 15, 2017

The part of the Labor Department's fiduciary rule that has heartened supporters and caused heartburn for opponents, the best-interest contract, could become a casualty of the ongoing reassessment of the rule. The DOL said last week in a court...

Can Buckley run the house that Bogle built?

July 14, 2017

Tim Buckley has just been handed the keys to the house that Bogle built. But Buckley, Vanguard Group's new president, confronts something that founder Jack Bogle never did back in his prime: a world in which cheap market-tracking index funds...

A shares live on, despite some hefty upfront sales charges

July 13, 2017

Remember the days when your clients paid you upfront to buy a mutual fund? Apparently, those days aren't entirely gone. The 15 largest A share classes saw net new cash flow of $8.1 billion over the past 12 months, according to Morningstar Inc....

ESG investors like gains as much as anyone else

July 10, 2017

Social investors like funds that do good, but they love funds that do good and do well. Consider Parnassus Endeavor Investor (PARWX), up a blistering 31.0% the past 12 months, versus a 17.9% gain for the Standard & Poor's 500 stock index. The...

Will new smart-beta strategies boost target-date funds' performance?

July 8, 2017

Target-date funds are the Energizer Bunny of the mutual fund world. As the industry struggles furiously for investors' money, target-date funds slide blithely by, with billions of dollars in new money flowing in. Now they're adding a little...

Health savings accounts becoming the new IRAs

July 6, 2017

With more than $40 billion in total assets, health savings accounts are starting to add up to real money, which could represent another area of opportunity and responsibility for financial advisers. Today, only about 4% of HSA savers are moving...

Growth funds soar in first six months of 2017

July 5, 2017

With a 14.1% gain, growth funds clobbered value funds in the first half, with bargain-hunters posting only a 5.6% increase, according to Morningstar Inc. "Well-established growth companies did what you'd expect well-established growth companies...

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