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Bill Gross ends lawsuit with Pimco for $81 million and his reputation intact

March 27, 2017

For Bill Gross, the long goodbye is finally over. More than two years after the legendary bond manager was ousted from Pacific Investment Management Co. — the firm he co-founded and built into a $2 trillion asset manager — he settled a bitter...

Advisers must find their "unfair advantage" - Canter

March 26, 2017

For David Canter, it's quality, not quantity, that matters for Fidelity's investment adviser segment. But bigger is better, too. Mr. Canter took over as head of the registered investment adviser segment of Fidelity Clearing & Custody Solutions...

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...

Resolving Nick Schorsch's legal problems taking a long time

March 24, 2017

The legal web for Nicholas Schorsch and his partners this month became more tangled. On March 8, the RCS Creditor Trust, the group that now controls the remains of RCS Capital Corp., or RCAP, a bankrupt brokerage formerly controlled by Mr. Schorsch,...

Top funds honored by Lipper in 2017

March 23, 2017

The Thomson Reuters Lipper Fund Awards recognize top-performing funds for excellence in categories related to equities, fixed income and mixed assets. Click through to find out which funds distinguished themselves as 3-year, 5-year and 10-year...

Investor optimism highest since 2000: Wells Fargo/Gallup Investor and Retirement Index

March 23, 2017

Investor optimism is at a 16-year high, driven by positive feelings about economic growth, unemployment and inflation, according to the results of the latest Wells Fargo/Gallup Investor and Retirement study. The study's optimism index now stands...

Vanguard's Joe Davis on interest rates, the US economy and what the Federal Reserve will do next

March 23, 2017

Joe Davis is Vanguard's global chief economist and head of the Vanguard Investment Strategy Group, which helps set the Valley Forge, Pa., fund behemoth's asset allocation strategy. Mr. Davis spoke with InvestmentNews about the outlook for interest...

A case of disappearing shares

March 22, 2017

Client shares parked at the Depository Trust & Clearing Corp. may not be as safe as you think. It's not that the threat is coming from potential theft of the shares. The problem is that the DTCC "sometimes can't keep pace," of them, according...

Expect slow but steady economic growth worldwide

March 20, 2017

Joe Davis, Ph.D. Global Chief Economist Vanguard's economic team, led by Global Chief Economist Joe Davis, Ph.D., projects what various market and economic events the coming year may bring along with challenges and opportunities for investors....

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,...

Metamorphosis of DC investment-only wholesalers

March 19, 2017

In the 1949 Arthur Miller play "Death of a Salesman," 63-year-old Willy Loman confronts his future. Bombastic and unrealistic, Mr. Loman looks in the mirror and sees few, if any, viable or attractive alternatives. Though it's not as bleak, financial...

Why the best portfolios mix active and passive investments

March 15, 2017

"The reports of my death are greatly exaggerated." The famous quip attributed to Mark Twain humorously captures a theme that many financial advisers and investment managers would apply to active management. In my experience as an adviser, the...

Investors flee some low-volatility funds — possibly at worst time

March 15, 2017

Low volatility funds saw big inflows last year because they promised to protect investors from big swings in the stock market. Now the tide is turning in the other direction — and possibly at the exact wrong time. Low volatility funds and...

Why Robert Shiller is so suspicious of the Trump rally

March 14, 2017

The last time Robert Shiller heard stock-market investors talk like this in 2000, it didn't end well for the bulls. Back then, the Nobel Prize-winning economist says, traders were captivated by a "new era story" of technological transformation:...

Alternatives in the mainstream – A growth opportunity for advisers

March 13, 2017

The following is an excerpt from a new research paper, “Alternatives in the mainstream,” that was co-developed by InvestmentNews Research and Blackstone. Several current indicators point to potentially greater use of alternative investments...

Helping investors keep their footing in shifting sands

March 12, 2017

This is an edited version of a speech given Feb. 24 by Kara M. Stein, commissioner of the Securities and Exchange Commission, at the Practising Law Institute's SEC Speaks conference in Washington, D.C. The markets exist to connect the capital...

Investors accuse Nicholas Schorsch of plundering RCAP for own gain

March 10, 2017

A group of investors has accused Nicholas Schorsch, the former nontraded REIT czar, and his partners of siphoning off revenue in RCS Capital, or RCAP, a company once controlled by Mr. Schorsch that went into bankruptcy. The allegation, which...

Which sectors fared the best during 8-year bull market?

March 10, 2017

The bull market began eight years ago. While only three people actually called the start of the market — and two of them are lying — it’s a useful point in time to study the second-longest bull market in history. The U.S. had just suffered...

Fidelity's Joel Tillinghast on how he finds good, cheap, small-cap stocks

March 9, 2017

Joel Tillinghast has powered the Fidelity Low-Priced Stock Fund (FLPSX) to a 13.7% average annual gain since its inception in December 1989, beating the Standard & Poor's 500 stock index by more than four percentage points a year. While the...

Nasdaq courts advisers with new private-equity trading platform

March 8, 2017

Private-equity managers are poised to start targeting financial advisers and their wealthier clients, thanks to an expanded alternatives platform by Nasdaq Private Markets. Debuting Wednesday as NPM Alternatives, the private-auction marketplace...

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