Funds that let investors tap into M&A fever
These investments let your clients tap into the current M&A boom.
More advisers use alts, but few understand them
Alternative investments are complex and difficult to define, let alone explain to clients?
Multifactor ETFs thrive, but how do you use them?
They offer active strategies at a low price, but multifactor exchange-traded funds are still untested.
Loomis Sayles’ star bond manager talks about rising rates and trade wars
Trade wars could lead to stagflation, Dan Fuss warns.
Morgan Stanley’s wealth management unit sees record profits
Firm does more with fewer advisers during the first quarter.
Tax reform act still awaiting some important tweaks
IRS has yet to fully parse all parts of the Tax Cuts and Jobs Act, which could affect how much in taxes clients owe for 2018.
Investors flee high-yield bond funds and ETFs
Investors flee high-yield bonds as interest rates rise.
To invest during a trade war, think local and think small
Small-company stocks are one place to shelter from potential hostilities.
Sector that’s been hosed for five years finally sees light of day
Oil prices are rising, and that's good news for energy funds.
Riskiest funds fare best over time — but can you keep clients in them?
30-year record shows high-beta funds fare best, and small-company stock funds outperform mid-cap and large-cap.