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Passive target-date funds? No such thing

March 17, 2018

If your clients ask for a passively managed target-date fund, you might have to explain to them that there's no such thing — although you should certainly steer them to a low-cost target-date fund. Passive investing has taken investors' fancy...

A great year in the markets, but few managers beat their indexes

March 16, 2018

Some active managers saw their performance improve in 2017, according to S&P Dow Jones Indices, but over the long run, their records against their benchmarks are still nearly all awful. The S&P Indices Versus Active (SPIVA) report for 2017 shows...

Stocks of brokerages, insurers rally after DOL rule struck down

March 16, 2018

Morgan Stanley and Principal Financial Group Inc. were among banks and insurers that rallied after a U.S. appeals court struck down a sweeping Obama-era rule that aimed to protect millions of Americans from conflicted investment advice. The...

Stock funds and ETFs saw record inflows in latest week

March 16, 2018

Investors poured more money into U.S. stocks in the latest week than at any time since Bank of America Merrill Lynch started keeping records in 2002. A record $43.4 billion flooded into U.S. stocks in the week ended Wednesday, bringing the total...

GMO's Grantham: No bubble yet, but keep your eyes open

March 15, 2018

Jeremy Grantham is a co-founder of Grantham Mayo Van Otterloo, a $70 billion global asset manager. He serves the firm's chief strategist and is a member of GMO's asset allocation team. Mr. Grantham warned about both the dot-com bubble of 2000...

ETF tracking broker-dealers and exchanges rakes in cash

March 14, 2018

As investors grow increasingly bullish on financial stocks, they're flocking to an exchange-traded fund that tracks a specific niche. The iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) has taken in more than $70 million over the...

Gundlach says 10-year Treasury above 3% would drive down stocks

March 14, 2018

If the yield on the 10-year Treasury note breaks above 3%, there's a high chance U.S. stocks will end the year down, according to Jeffrey Gundlach, chief investment officer at DoubleLine Capital. "My idea that the S&P would go down on the year...

UBS plans to cut 840 funds from its platform

March 14, 2018

Following an emerging pattern among wirehouses, UBS Wealth Management plans to trim the number of mutual funds listed on the platform advisers use to select investments for clients. The move, described by UBS sources familiar with the strategy...

Money markets undergo sea change

March 13, 2018

While many fixed-income investors may be focused on the specter of higher long-term Treasury yields, there's a sea change afoot at the shorter end -— in U.S. money markets. The London interbank offered rate, or Libor, and rates on Treasury...

Emerging market funds are powered by tech stocks

March 13, 2018

If you notice that your car is going 115 miles on the highway, instead of the usual 53, you might be tempted to look under the hood to see if someone dropped a Maserati engine in while you weren't looking. And if your client's emerging market...

Lynn Tilton's Zohar funds file for bankruptcy

March 12, 2018

New York financier Lynn Tilton, who's been at the center of legal battles over three structured debt vehicles she used to finance distressed companies, put the funds into bankruptcy with plans to refinance debt or sell assets. Filings for Zohar...

Guide Clients Through Emotional Ups and Downs To Prevent Costly Decisions

March 12, 2018

Even good people make bad decisions. The client who invests $8,000 in a late night TV real estate scam; quits a lucrative career to join in an ill-advised business venture; or has an out-of-control spending habit. When fueled by emotion or bad...

Vanguard crushed active investing. Now it could save it

March 9, 2018

Indexing pioneer Vanguard Group may be stock pickers' last hope. Investors are increasingly turning their stock picking over to computers. So-called smart beta exchange-traded funds track indexes that replicate traditional styles of active management,...

JPMorgan exec warns of possible 40% equity correction

March 8, 2018

JPMorgan Chase & Co. executive Daniel Pinto warned equity markets could fall as much as 40% in the next two to three years. His comments come as investors worry over the effect of central banks raising interest rates and rising inflation. "It...

Muni market offers refuge from volatility

March 8, 2018

Quick: What are the most commonly used adjectives when describing the $3.8 trillion municipal bond market? If you said, "sleepy" or "boring," you win. Over the last three weeks, it has lived up to that reputation, with yields on 10-year AAA...

Private equity dollars pouring into wealth management, fintech

March 7, 2018

Private equity investors continue to pour into the wealth management space, according to the latest research from Echelon Partners. A report being released today by the investment banking firm shows growing private equity influence on both advisory...

Trump tariffs might not mean much for portfolios now

March 7, 2018

The stock market had a tariff tantrum last week in the wake of President Donald J. Trump's announcement of new tariffs on imported steel and aluminum. The tantrum resumed Wednesday after the resignation of Gary Cohn, the president's chief economic...

Trump true believers are going wild over stocks

March 6, 2018

As 2017's roaring bull market gives way to a markedly choppier 2018, the buzz among Wall Street stock touts is that the best of the Trump Trade has passed. Sure, more gains could be wrung out, and probably will be, but nothing like the 30% burst...

Fidelity names two execs to head $1 trillion equity division

March 6, 2018

Fidelity Investments has named Tim Cohen and Pam Holding to run its nearly $1 trillion equity division, replacing Brian Hogan, who moved to a different unit in January. The move fuels the rumors that Fidelity is moving toward a more team-based...

How nuns got Wells Fargo to address its ethical lapses

March 6, 2018

Wells Fargo & Co. agreed to publicly report on the root causes that led to a rash of ethical lapses in recent years, a group of investors said. The group, led by the Interfaith Center on Corporate Responsibility and including about 20 religious...

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