Subscribe

Identifying the best active funds

Finding funds likely to beat their benchmarks remains the challenge, and where financial advisers can earn their keep

The debate over whether actively managed mutual funds are superior to indexed strategies is probably as old as the first mutual fund. But time, combined with mountains of performance data and more creative ways to slice and analyze the data, has enabled what would seem like a cut-and-dried math prob

Subscribe or log in to read the rest of this content.

Learn more about reprints and licensing for this article.

Recent Articles by Author

Follow the data to ID the best prospects

Advisers play an important role in grooming the next generation of savvy consumers, which can be a win-win for clients and advisers alike.

Advisers need to get real with clients about what reasonable investment returns look like

There's a big disconnect between investor expectations and stark economic realities, especially among American millennials.

Help clients give wisely

Not all charities are created equal, and advisers shouldn't relinquish their role as stewards of their clients' wealth by avoiding philanthropy discussions

Finra, it’s high time for transparency

A call for new Finra leadership to be more forthcoming about the board's work.

ETF liquidity a growing point of financial industry contention

Little to indicate the ETF industry is fully prepared for a major rush to the exits by investors.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print