For income portfolios, panelists at the Inside ETFs conference suggest wide diversification among dividend-paying stocks, corporate bonds and international debt.
Schwab and Vanguard at opposite ends of robos' performance spectrum, advisory firm's report finds.
Former bond king doubts Trump-led economy will register a long-term growth rate above 2%. (More: <a href="http://www.investmentnews.com/article/20161215/FREE/161219961/charts-say-bond-bull-market-has-gasped-its-last-breath" target=”blank">Charts say bond bull market has gasped its last breath</a> )
In a recent letter, the Labor Department said target date funds using annuities may be a prudent default investment option for employers.
Participants at the Inside ETFs conference in Hollywood, Fla., said smart beta could provide new opportunities for some funds
In his annual letter to CEOs, he said BlackRock will keep a close eye on how companies are responding to the growing backlash against the impact of globalization and technological change.
And passive once again clobbers active.
While most of the money went into index funds, $50 billion flowed into active funds that buy bonds or a mix of stocks and bonds.
Bid/ask spreads fall as volume rises.
If granted, the change would make it easier for some indexed annuity distributors to sell commission products under the Labor Department regulation.
Oakmark's David Herro takes his third award in the international stock fund category
Many advisers think E&O is enough, but these policies target the wayward web.
Communicating the right way can help solve under-performance problems caused by both performance downgrades and cost increases.
Past administrations have had an impact on stock prices, but no one has shown a proclivity for targeting certain industries like the president-elect
Many hedge funds have decided to toss the short side of their strategy and stick with the long side to avoid getting singed in a hot market.
The company, formerly known as Franklin Square, filed a registration with the SEC Monday for a $2.5 billion commercial mortgage nontraded real estate investment trust.
Boutique shop Weatherbie Capital will manage a couple of Alger's mutual funds.