High-fee, actively managed funds fail in the long term.
Three firms are telling clients that despite oil's rout, it remains a good long-term play.
<i>Breakfast with Benjamin</i> West Oak Capital added another $1.3M of Charles Schwab stock, upping its total stake to more than 46,000 shares.
Broker-sold fund companies lag since new regulation released.
Regulator seeks comment on plan for building massive database to help it quickly unravel flash crashes.
Plus: Amplify ETF zeroes in on online retail, calling out Gundlach's forecasts, and get ready to start tipping your Uber driver
If Republican frontrunner Donald Trump wins, Mr. Valliere says he'll be rooting for “a really windy inauguration day.”
Fund designed for investors who want the performance of the S&P 500 Index without all the exposure to weapons, adult entertainment and other traditional Catholic no-nos.
Speaking Monday at the IMCA annual conference in Orlando, Mr. Kitces questioned regular rebalancing and said in one case doing nothing was the better bet.
Jeffrey Kolitch, manager of the Baron Real Estate fund, says investors should look at cruise-line companies, cell-tower operators, casinos and companies involved in real estate infrastructure.
Regulators concerned about systematic risk in a market rout.
It is the second large group of wholesalers to migrate to another firm en masse from the defunct Realty Capital Securities, a unit of RCS Capital Corp.
It's no secret that strategic-beta exchange-traded products have become a pervasive part of the marketplace, rewarding investors with innovative tools to diversify and fine-tune portfolios in ways traditional market-capitalization-weighted indexes don't allow.
Plus: The failures of 'too-big-to-fail' banks, dividend investing without the dividends, and passing student loan debt along to the taxpayers
Recent SEC filing by the fund giant hints at new funds in the works.
Many advisers are putting investors into low-cost ETFs and simply dumping most of their clients' actively managed funds.
Massachusetts Democrat calls Stamford Harbor a 'mockery' of the SEC's mission.
Advisers need to communicate that while upcoming account statements may look a bit different than before, the alternative investments in clients' portfolios remain fundamentally unaffected.
