Here's the criteria advisers should consider when determining whether actively managed or index funds are right for their clients. Think investor objectives, fund liquidity, safety, guarantees.
From the upcoming Twitter Inc. IPO to the prospects for the United States becoming energy independent, Dan Veru, chief investment officer at Palisade Capital Management LLC, has an investment angle to share.
Dimensional Fund Advisors has had $16.7 billion of net new deposits through the first three quarters of this year, more than in any previous calendar year, as advisers warm to factor investing, the cornerstone of the firm's investment philosophy.
As stock prices flirt with record highs, mutual fund managers, hedge fund honchos and private equity chiefs are finding few bargains. So they're moving to cash. Is that a bad sign for the market?
The technology sector, for one, is an area not typically considered value.
Finra's fraud allegations cited as Tony Thompson is urged to resign his role with the REIT he runs. <b>Also: <a href="http://www.investmentnews.com/article/20130811/REG/308119973">Details on Finra's initial allegations.</b></a>
Investors poured a net $45.5 billion into stock mutual and exchange-traded funds during October.
Activist investor ups his stake in technology bellwether but tells CEO to buy back stock.
Interest in Europe, emerging markets is climbing, Aberdeen survey shows
A pair of funds that track hedge fund filings are performing better than the real McCoys. But what's going to happen when stocks take a dive? Jason Kephart has the story.
European Equities: Time for domestically focused firms
iShares, Schwab, FlexShares launch funds based on investment factors
For the first time in more than 20 years, the money manager is tinkering with the way it builds its equity portfolios. Jason Kephart has the details.
DFA reigns as the No. 1 mutual fund among advisers but an old favorite is making noise. Jason Kephart on what sets the leaders apart.
Templeton portfolio manager on searching for equity values across in Europe, where many investors don't dare dip their toes
Robert Auwaerter, a 32-year veteran of The Vanguard Group Inc., on Monday announced plans to retire next March as head of the fixed-income group. He will be replaced by Gregory Davis, 43, who currently serves as chief investment officer of the Asia Pacific region and is a director of Vanguard Investments Australia.
Guggenheim survey finds while content, investors searching for more yield.
Such strategies can be even better than ETFs and mutual funds
More pain for broker-dealers as Finra fines another alternatives specialist. One exec cites the regulator's powerful message on need for supervision and approval processes among alternatives.
The Big Board's new owner says decade of change has disadvantaged the little guy.
