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There are big benefits to investing in family-controlled businesses

April 12, 2019

Investing in family-controlled businesses requires a good amount of patience and a measure of faith, but the benefits are hard to ignore. Exactly what constitutes a family-controlled business varies, but a general definition is one in which...

6 big takeaways from Larry Fink's letter to shareholders

April 12, 2019

Larry Fink, chairman and CEO of BlackRock, published his annual letter to shareholders this week, and InvestmentNews scoured its contents to find the most important nuggets for financial advisers. Here's what the head of the world's largest...

You won't believe how some advisers are hedging market risk

April 11, 2019

As stock market volatility starts creeping higher, some financial advisers are reading the signals and adjusting client portfolios to try to hedge the risk of a market pullback like the one investors experienced at the end of last year. "We're...

'Wall Street Tax Act' will land on Main Street investors

April 11, 2019

Last month, Sen. Brian Schatz, D-Hawaii, and Rep. Peter DeFazio, D-Ore., introduced the Wall Street Tax Act in the Senate and the House, respectively. The bill would level a tax of 10 basis points (or 0.1%) on the value of the securities transferred...

Betterment adds Dimensional Fund Advisors to its adviser robo

April 11, 2019

Popular fund provider Dimensional Fund Advisors will soon make its mutual funds available on the Betterment for Advisors platform. Betterment CEO Jon Stein said the move is part of a number of enhancements designed to broaden the appeal of its...

BlackRock wages secret fee war for junk-debt ETF investors

April 9, 2019

A covert price war is raging between money managers looking to lure junk-bond investors. BlackRock Inc., the world's largest issuer of exchange-traded funds, has slashed the cost of its iShares Broad USD High Yield Corporate Bond ETF by waiving...

Clayton wants retirement investors to have more access to private funds

April 9, 2019

Securities and Exchange Commission chairman Jay Clayton wants retirement investors to have greater access to private funds. In an interview Tuesday at the U.S. Chamber of Commerce in Washington, Mr. Clayton said managers of traditional defined-benefit...

ETF that doesn't reveal its assets poised to get SEC OK

April 9, 2019

An exchange-traded fund that doesn't have to reveal its assets is poised to get the regulator's blessing after a more than four-year wait. The Securities and Exchange Commission plans to issue an order granting Precidian Funds permission for...

FAANGs' $800 billion rally has retail investors calling it quits

April 8, 2019

After a three-month rally that's added more than $800 billion to the value of FAANG stocks, individual investors have decided it's time to cash out of the high-flying names. Retail clients at brokerage TD Ameritrade increased their overall exposure...

Consider the alternative

April 8, 2019

Think about the characteristics that make a strong portfolio: diverse, cost-efficient, tax-efficient, risk-managed. These qualities should be true of every portfolio, no matter the size or an individual's risk profile. The clients we meet with...

Factor investing gets a reboot as ebbing demand bites at ETFs

April 5, 2019

A rough start to the year for more than $850 billion exchange-traded funds with quantitative strategies is fueling a product rethink. Smart-beta stock ETFs, which use characteristics such as a company's value, size or momentum to direct investments,...

'Advice' is changing due to client awareness of fees

April 4, 2019

Three-quarters of advisers in a new Cerulli Associates study agree or strongly agree that, compared with five years ago, prospective clients are now more sensitive about fee levels. As of last year's second quarter, 53% of investors agree that...

Morningstar improving bond fund data reporting

April 4, 2019

Morningstar Inc. is changing up the way it reports fixed-income data for investors and financial advisers. The switch relates to how Morningstar, which provides data and research on mutual funds and exchange-traded funds, reports important fixed-income...

Active managers stumble in March after hot start to 2019

April 3, 2019

For active managers who spent the year's first two months rediscovering their super powers, March was kryptonite. Stock-picking mutual funds have watched it all turn tragic over the last four weeks, with two-thirds trailing benchmarks, upending...

Looking beyond the S&P 500: Time to refresh portfolios, benchmarks

April 3, 2019

An inflection point looms for investors, making it an excellent time for advisers and clients to consider some of the remaining fallout from the decade-long bull market — namely, an overreliance on the S&P 500 Index as both an asset class...

Alternative strategies earn their keep over six months of market extremes

April 3, 2019

It has been at least five years since Dick Pfister can recall a six-month period that has been so favorable to alternative investment strategies. Mr Pfister, founder and president of AlphaCore Capital, a firm that allocates between 15% and 30%...

UBS considers sale, acquisition and other options for its asset management business

April 3, 2019

UBS Group AG is evaluating options for its asset management unit, including a partial sale or merger of the business, according to people with knowledge of the matter. The Swiss bank has considered seeking to acquire Deutsche Bank AG's asset...

Is volatility coming?

April 2, 2019

Volatility, like the long-term winter in Game of Thrones, is coming. It won't be as bad as the Long Night that covered Westeros with a terrible darkness for generations. However, the current market rally likely will be upended by episodic, Red...

How mid-cap growth funds owned the first quarter

April 2, 2019

The often overlooked and under-allocated mid-cap growth fund category cranked out one of its rare high notes during the first three months of 2019, with an 18.4% return that beat the eight other equity style boxes. Mid-cap growth's performance...

Demand for growth stocks produces record inflows for ETF

April 1, 2019

The best quarter for U.S. stocks in a decade has come to a close, but signs are emerging that the appetite for risk may have room to grow. It's apparent in the rush of investors trying to get access to growth stocks, a strategy that was pummeled...

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