JKEPHART

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FIXED INCOME MAY 16, 2013
Not even Gross, Gundlach immune to bond gloom

Inflows way down at flagship funds piloted by celebrated pair; when will the hammer fall?

Gen Y investors in the driver seat of ETF growth
ETFS MAY 16, 2013
Gen Y investors in the driver seat of ETF growth

Quicker to jump on the ETF bandwagon than older counterparts.

INDEPENDENT BROKER DEALERS MAY 12, 2013
Moving from wirehouses pays off

MUTUAL FUNDS MAY 07, 2013
Closed-ends yielding more than mutuals

ETFS MAY 07, 2013
With Gross, Pimco adds star power to ETFs

Fund firm lists bond king as manager on new funds; can't hurt

ETFS MAY 06, 2013
Fidelity still working out the kinks in some new ETFs

O'Hanley concerned about performance of actively managed bond ETFs under stress.

RIA NEWS MAY 05, 2013
Momentum investing gains momentum

Momentum investing is gaining, well, momentum, and could replace a growth allocation in some portfolios. Jason Kephart explains.

RIA NEWS MAY 03, 2013
Invest in growth, not geography, American Funds says

An adviser building an equity portfolio is very likely doing so around global benchmark indexes such as the S&P 500 or the MSCI EAFE, but according to American Funds, there is a better way.

FIXED INCOME MAY 03, 2013
Adviser bigwigs bracing for bond losses

Edward Jones' Jim Weddle, for one, is warning clients about risks; 'rates are being held at a very low level'

MUTUAL FUNDS MAY 03, 2013
Vanguard strategist: Bogle's bond index barb off point