Results for "index funds"

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Dynasty hires Scott D. Welch to be chief investment officer

May 14, 2015

Dynasty Financial Partners, a company that sells advisers services and tools to run their businesses, has hired Scott D. Welch for its new position as chief investment officer. In his new role, Mr. Welch will oversee investment research, choose...

United Capital pivots away from mutual funds to proprietary asset management program

May 14, 2015

United Capital Financial Advisers, one of the larger independent wealth management companies, is moving a growing share of its investors' portfolios out of mutual funds and into cheaper separate accounts it manages itself. And in a twist, the...

Global bond market selloff is now described as 'violent'

May 13, 2015

The global bond market selloff is starting to make the equity markets nervous. Risk reduction at work With interest rates still nailed to the floor, currency traders are the newest super heroes. More than $1 trillion worth of sovereign bonds...

Wirehouse advisers pile into euro-stock ETFs

April 24, 2015

A top investment strategist at Bank of America Merrill Lynch said financial advisers piling into funds that access European stocks while muting currency swings could continue to profit from that trade for at least another year. Currency-hedged...

In Labor Department's fiduciary proposal, a nod to passive investing

April 17, 2015

Brokers who sell index funds may get a leg up from newly proposed requirements that would impose more stringent standards for professionals who provide advice on retirement accounts. The Department of Labor proposal would require brokers to...

With one quarter down, Bob Doll still likes his 2015 outlook

April 17, 2015

In a first-quarter checkup on his 2015 economic predictions, Bob Doll, chief equity strategist at Nuveen Asset Management, is giving himself a passing grade, while betting on a lot of help from consumers to carry through the rest of the year....

Hillary Clinton goes after Wall Street

April 15, 2015

Hillary Clinton comes out swinging at the financial services industry. Taking issue with CEO compensation. No mention of her $300,000 speaking fees. Corporations are getting better at dodging the taxman. Among S&P 500 Index companies, 10% do...

Why 'smart beta' strategies deserve all the attention and assets they're attracting

April 14, 2015

Debated over whether it is fact, fiction, marketing or all of the above, 'smart beta' has been a growing point of contention in the asset management industry. Based more on the math than the marketing, these strategies are deserving of the attention...

'Beyond beta': better than 'smart'?

April 13, 2015

"Smart beta" is generating more and more traction as an investing category at the same time that the label continues to raise the hackles of the investing cognoscenti. (Once a strategy deviates from a traditional passive approach, doesn't it...

If you tread at all into the energy sector, tread lightly

April 9, 2015

Despite its size, Royal Dutch Shell's $70 billion acquisition of natural gas giant BG Group is far from a green light for investors to jump headlong into energy, even as some M&A experts forecast a wave of mergers in the industry. As entry points...

DoubleLine's Shiller CAPE fund beating rivals while adding smart alpha to smart beta

April 9, 2015

For someone who really doesn't like the concept of smart beta, DoubleLine Capital LP portfolio manager Jeffrey Sherman sure has nailed the strategy. The 17-month-old DoubleLine Shiller Enhanced CAPE Fund (DSENX), which Mr. Sherman co-manages...

Point-Counterpoint: In the battle between active and passive management, which style wins?

April 9, 2015

Which method reigns supreme in the battle of active investing versus passive investing? Well, that depends on market conditions and a host of variables. The debate was reignited Tuesday among a group of experts on InvestmentNews' webcast “Point-Counterpoint:...

Would one share of Warren Buffett's Berkshire Hathaway be a smart retirement savings strategy?

April 6, 2015

Would one share of Warren Buffett's Berkshire Hathaway be a smart retirement savings strategy? There are practicality issues to consider Schwab's new robo-advice platform might be conflicted when it comes to cash allocations. 'They have to make...

Three sectors that should report above-average earnings

April 6, 2015

In the wake of Friday's disappointing jobs report, it is time for financial advisers to start bracing for what could be the worst earnings season in six years. The consensus estimate is for S&P 500 Index earnings to decline 3% from a year ago,...

Markets start to fret about higher rates

April 1, 2015

The first quarter ends with a thud in the markets, and now everybody can start worrying about a possible interest-rate hike this quarter. 'The market is realizing the general economic conditions are challenging.' Good news for real estate investors....

4 ways cash drags down investors' portfolios

March 31, 2015

It's pretty plain and simple: Cash is not a good investment for anything other than the very short term. After taxes, inflation and its current expected return (zero), you are actually losing money when you hold cash in your investment portfolio...

Stock buybacks, now propping up the market, could become a victim of rising interest rates

March 31, 2015

Of all the possible ripple effects from rising interest rates, the derailing of the corporate stock buyback bonanza could end up being the most significant in terms of stock market stability. “Don't be misled by the fundamental earnings picture,...

Exclusive: Morgan Stanley plans to sell adviser data to fund companies

March 30, 2015

Morgan Stanley is developing a first-of-its-kind plan to sell data about which financial advisers are selling exchange-traded funds — and which ones they are selling — to ETF sponsors, according to several people briefed on the plans. The...

The looming threat of an increasingly powerful dollar

March 23, 2015

The scary downside of a really strong U.S. dollar. This is the biggest threat since the 2008 financial crisis. Cheap oil and the strong dollar will be expose sector weakness in the S&P. Companies with more than half their sales in the U.S. will...

Small cap stocks go large on dividend payouts

March 19, 2015

Dividend income is increasing from an unlikely source: small companies. It's a trend that has the potential to throw a wrench into traditional asset allocation models, and even add a performance boost to dividend-focused mutual funds as smaller...

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