Ignoring proxy letters could lead to lost assets.
Five candid reponses on how he will lead the firm, the virtues of robo-advice, and rooting for both the Cubs and White Sox.
Some advisers say a cleansing is long overdue.
The funds take advantage of the SEC's reporting rules on derivatives to make their high fees look smaller than they actually are.
Tempting yields might be just replacing one kind of risk with another.
Plus: The Fed's new spin, Wall Street women dish out career advice, and how to spend away a summer
Pinning the value rally on the Fed, hoping for the best.
Outflows at Franklin and Waddell & Reed mask overall healthy inflows.
ETFs and active small-cap funds still lead the market despite Federal Reserve chatter.
But GDP forecasts say, "Not so fast."
Age-based plans for this year's freshmen don't always get high marks. New York, Pennsylvania and Iowa funds get an A, but other states have more homework to do.
Plus: U.S. oil production could derail oil rally, a cash management strategy ahead of October's rule change, and bond ladders still make sense
Advisers should not forget overall portfolio construction objectives when chasing dividend yields.
Plus: DOJ move sends prison stocks to the hole, SEC wants cleaner earnings reports, and proof that faster food can be healthier food
The Investment Company Institute blasts the state over its plans to exclude mutual funds from the proposed Secure Choice program.
Some retirement plan record keepers resort to aggressive sales tactics with their proprietary products, offering discounted record-keeping services if proprietary funds are used. </br><i><b>(More on plan advice: <a href="//www.investmentnews.com/article/20160327/BLOG09/303279999/how-to-choose-a-plan-sponsor-partner-to-adapt-to-dol-fiduciary-rule"" target=""_blank"" rel="noopener">How to choose a plan-sponsor partner to adapt to DOL fiduciary</a>)</b></i>
Taking on too much risk to stay on top.
Fund companies, investors move to avoid new fees and restrictions
The debate favors active because calculations are often skewed.
