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Advisers carve wealth management unit out of $16 billion asset manager

October 30, 2018

The wealth management ranks inside Madison Investment Advisors have gotten a little thinner after veteran advisers Walter Dewey and Benjamin Dickey spun off last week, along with $400 million in client assets, to launch their own firm, Resonant...

Advisers revisit bond ladders as rates rise

October 29, 2018

The rising interest-rate cycle, which is generally bearish for the price of bonds, has some financial advisers embracing bond-laddering strategies to help smooth the ride on the fixed-income side of client portfolios. Buying individual bonds...

When markets fall, will your clients remain calm or panic?

October 29, 2018

As a financial planner, financial adviser or wealth manager, you build carefully crafted investment portfolios for clients and then monitor them over time. That, it turns out, can be the easy part of the adviser-client relationship. The bigger...

Investors jump into ETFs that took a beating in the latest sell-off

October 29, 2018

Investors in exchange-traded funds are buying the dip. Cash is pouring into ETFs tracking areas of the market that have been pummeled in the October sell-off, like small-cap stocks and semiconductor manufacturers. The iShares Russell 2000 ETF...

Demand for ESG investing is knocking at your door ... or should be

October 29, 2018

Financial advisers don't need to worry about defining socially responsible investing as much as they need to focus on making sure they can describe the concept overall, help clients with investment choices, and why clients might be interested,...

6 myths about millennials that could harm adviser businesses

October 27, 2018

Financial advisers, like society at large, get an awful lot wrong about millennials — that group of 20- and 30-somethings who are an obsessive focus of generational discussion. To a certain extent, it's not entirely advisers' fault. Seemingly...

Investors shovel $4 billion into U.S. stock ETFs

October 25, 2018

As U.S. equities erased gains for the year, passive investors bought the dip. On Wednesday, around $4 billion flowed into the two largest exchange-traded funds tracking the S&P 500 Index — State Street's SPY and BlackRock's IVV. That's the...

Fidelity ramps up 401(k) managed account distribution

October 25, 2018

Fidelity Investments is trying to expand its reach into the 401(k) managed account market. The firm has made a number of changes to its managed accounts over the past year and a half, including the addition of more financial planning elements...

The market doesn't care about positive earnings

October 24, 2018

A quarter of the way through earnings season, the raw numbers look strong. The market doesn't care. You can see the apathy in the S&P 500, which fell 3.1%Wednesday, extending its October rout to 8.8%, making it the worst month since February...

Stock market pullback brings out the buyers

October 24, 2018

While some investors and market watchers are interpreting the latest stock market volatility as a call for caution, others see it as a rare opportunity to buy low. "I probably carry more cash than I should in client accounts, but I do it for...

Investing to sustain innovation

October 23, 2018

Do we invest enough in creativity? The question may seem absurd in an era dominated by the "knowledge economy," in which companies create value through ingenuity and expertise, while many of the most important emerging product lines enable the...

Wealth Enhancement Group buys second Philly-area RIA in as many months

October 23, 2018

The buying spree continues at Wealth Enhancement Group as the $9.7 billion Minneapolis-based hybrid firm agreed to acquire its ninth independent advisory firm in the past five years. The most recent deal, announced Tuesday, involves GDM Advisory...

Small-cap stocks best large-cap, while growth stocks continue to trounce value

October 22, 2018

Growth stocks are trouncing value. Small caps are beating large. And more professional managers are beating their benchmarks now than a year earlier. Those are only some of the details from the latest S&P Indices Versus Active Funds U.S. Scorecard,...

Unit investment trusts could take center stage amid market volatility

October 22, 2018

As the U.S. stock market nears a decade of expansion and enters a potential "new normal" of increased volatility, independent financial advisers are finding it harder to rely on a standard buy-and-hold strategy. In this landscape, unit investment...

Is the endowment model relevant for individual investors?

October 22, 2018

The endowment style of investing, developed by David Swenson at Yale University in the mid-1980s, has gained increased attention over the past several decades as more investors seek to emulate part or all of the more diversified strategy. Yet...

Best- and worst-performing fixed-income funds

October 20, 2018

CORE BOND Top 10 1-year return 3-year return 5-year return Expense ratio* Portfolio net assets ($M)** River Canyon Total Return Bond Fund;Institutional (RCTIX) 5.00% 5.31% N/A 0.72% $26.30 Anfield Universal Fixed Income Fund;I (AFLIX) 3.71%...

Best- and worst-performing equity funds

October 20, 2018

LARGE CAP GROWTH Top 10 1-year return 3-year return 5-year return Expense ratio* Portfolio net assets ($M)** Berkshire Focus Fund (BFOCX) 51.15% 29.68% 19.55% 2.02% $187.60 Dunham Focused Large Cap Growth;N (DNFGX) 37.92% 18.99% 14.11% 1.16%...

Investors, don't lose sleep over the midterm elections

October 20, 2018

The early October jolt of stock market volatility seemed to awaken investors briefly from a relative sense of calm and reminded us that pullbacks and downside risk are part of the price to be paid for upside performance. Despite just about every...

Best- and worst-performing international funds

October 20, 2018

EQUITY INTERNATIONAL MULTI-CAP CORE Top 10 1-year return 3-year return 5-year return Expense ratio* Portfolio net assets ($M)** PIMCO StocksPLUS International Fd (DH);Inst (PISIX) 7.45% 12.82% 8.74% 0.84% $1,791.40 State Street Hedged Internatl...

Market volatility brings alternative investments back into focus

October 19, 2018

At least on paper, it should be easy to make the case for allocating portfolio assets toward more alternative strategies designed to reduce some of the risk imbedded in a 10-year bull market for stocks. Reality, however, shows that investors...

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