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With DOL fiduciary rule looming, Merrill sees surge of AUM

April 18, 2017

Merrill Lynch, Bank of America's wealth management business, saw a surge in advisory assets in the first quarter of 2017, months after the company said it was eliminating charging commissions in new retirement accounts as a response to the Department...

Wells Fargo scandal cost the bank another 225 reps

April 13, 2017

The fallout surrounding Wells Fargo & Co.'s infamous practice of opening checking and credit accounts that customers didn't know about continues to hurt the bank's reputation, but apparently not it's bottom line. The first-quarter earnings report,...

European stocks far cheaper than US stocks

February 10, 2017

If you're looking for cheap stocks, Europe is the place to go, says Bank of America Merrill Lynch. But political and sovereign debt risks are one reason Europe is so cheap. In a paper released Thursday, titled "Europe vs. U.S.: The earnings...

LPL reports robust recruiting in 2016

February 9, 2017

After a slow start to recruiting in 2016, LPL Financial Holdings Inc. picked up steam and on Thursday afternoon it said had added net 323 financial advisers in 2016, a 2% increase when compared to the number of advisers at the end of 2015. At...

Clean shares could revolutionize the fund industry

February 2, 2017

Clean shares will be an enormous game changer for mutual funds and the investment advisers who sell them. “Clean shares” — a term borrowed from England — separate out the fees for mutual fund distribution from those for investment management....

Morgan Stanley advisers hit revenue record in fourth quarter

January 17, 2017

Morgan Stanley's 15,763 advisers hit an all-time best in productivity during the fourth quarter of 2016, generating average annualized revenue — fees and commissions — per adviser of more than $1 million. The firm's wealth management unit...

Will Trump's tweets continue to move markets — and is that a good thing?

January 12, 2017

President-elect Donald Trump proved he can move markets, but how persistent the Trump effect will be remains to be seen. Mr. Trump said at his press conference Wednesday that pharmaceutical companies were “getting away with murder” on drug...

Alternative energy funds have dim prospects under a Trump presidency

December 27, 2016

One thing you can learn from the Trump presidential victory: Making bets on the fallout is anything but certain. For example, President-elect Donald Trump has promised to bring back coal. Investors don't believe it. VanEck Vectors Coal ETF (KOL),...

Outlook for 2017: Strategists from Vanguard, Fidelity, Franklin Templeton, Ameriprise, BlackRock and others weigh in

December 20, 2016

Economists make predictions because people ask them to, and the same holds true for market strategists. Here's a roundup of predictions for 2017 from major fund companies and brokerages. VANGUARD: JOE DAVIS, CHIEF GLOBAL ECONOMIST, AND TEAM...

Research Affiliates' Rob Arnott: 3 reasons you should throw your hat into the emerging-markets' ring

December 19, 2016

Research Affiliates' CEO, Rob Arnott, thinks emerging markets are a hat trick: An unusual three-way combination of low valuations, depressed currencies and strong momentum. Mr. Arnott first made his recommendation for emerging markets back in...

Looking for consistent top performance? Most active funds don't have it

December 15, 2016

If the fund industry was hoping for breakout performance from actively managed funds, its hopes were once again dashed by S&P Dow Jones Indexes. “It's the persistence of nonpersistence,” said Aye M. Soe, Senior Director, Global Research...

How to keep clients from going wild when the Dow hits 20,000

December 14, 2016

As the Dow Jones Industrial Average closes in on 20,000, analysts are talking about animal spirits — specifically, bullish ones — returning to Wall Street. Are your clients clamoring to charge into the market? What do you tell them? First,...

Muni funds take on water as rates rise

December 5, 2016

Municipal bond funds are starting to sink as interest rates rise. The yield on the benchmark 10-year Treasury note has soared from a low of 1.37% July 8 to 2.40% Monday, sending bond prices plummeting. Municipal bond funds, whose interest is...

Trump's policies could be tough on emerging markets — and ignite a trade war with China

December 2, 2016

The election has clearly given the U.S. stock market a big boost, but how will a Trump presidency play out in China and other emerging markets? The effects of the election ripple out from the U.S. “The biggest effect in the U.S. will be monetary:...

Lesson one from Trump rally: Don't sell your stocks on short-term fears

December 1, 2016

If you needed a reason to give clients not to sell their stocks in a panic, here's one: The election of Donald J. Trump as president. Partisans on both sides were warning of the dire effects of a Trump or Clinton presidency. Expectations were...

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...

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...

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...

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...

What you can learn from 30 years of stock-picking

November 10, 2016

You can learn a lot about investing in 30 years, and if you don't believe it, check out the class of 1986 — fund managers who have each run their fund the past 30 years. That's exactly what the Ariel funds did Wednesday, gathering together...

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