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The Fed wants the markets to stop watching the Fed so much

March 25, 2016

The Fed says the markets are too obsessed with too much information. The dot plot is so 2015. It's almost April, so that means it's time to think blue-chip stocks. Spring stocks. Calling out Donald Trump's “business acumen” based on investments...

Liquid alt funds are beating hedge funds

March 24, 2016

When liquid alternative mutual funds start beating the hedge funds they're designed to mimic, it begs the question of why we even need hedge funds anymore? The retail-oriented funds are also cheaper than hedge funds. Using the tricky math of...

Fidelity research highlights the active-management edge

March 24, 2016

Actively managed fund complexes are sparing no effort to remind investors and financial advisers that, despite the headlines, all actively managed mutual funds are not being crushed by indexed strategies. Fidelity Investments this week updated...

Why bigger isn't better when buying a house

March 24, 2016

For many Americans, a house is a place to lay your head, plant your petunias and evict your raccoons. For many people, it's their biggest investment, too. But how good an investment is it? And how do you persuade your clients that when it comes...

John Dorfman: Secrets of an outperforming robot portfolio

March 24, 2016

Dorfman Value Investments Chairman John Dorfman has proven that his 10 stock robot portfolio can outperform the market over time. But the strategy is not for all investors and he only applies it selectively himself.

A 2016 dry spell for mergers and IPOs

March 23, 2016

So far this year, the deal-making business has been in the tank. Mergers and IPOs have dropped to a level not seen since the last recession. Dubbed the “cooling off” effect. Looking before leaping into high-dividend-yielding mutual funds....

Why investors need to look at the whole bond market

March 22, 2016

Toward the end of 2015, several high-yield funds had to close when that segment of the debt market experienced pressure due to the declining prices of crude oil and other commodities. Since then, the high-yield market has garnered a great deal...

Fisher Investments names Damian Ornani CEO as Ken Fisher relinquishes role

March 22, 2016

Fisher Investments, one of the largest registered investment advisers in the U.S., has named long-time employee Damian Ornani to replace billionaire Ken Fisher as CEO. Mr. Ornani, 41, will take over as CEO on July 1. Mr. Fisher, 65, will stay...

Low expenses the biggest trend in the fund industry, experts say

March 22, 2016

Smart beta may be the most popular new strategy for mutual fund companies, but the real trend is towards funds with lower expenses. Speaking at the 2016 Thomson Reuters Lipper Alpha Forum Tuesday in New York, a panel of three industry experts...

The incredible shrinking recession risks

March 22, 2016

The risks of a U.S. recession are fading into the woodwork. 15 reasons you don't have to fret about a recession. A financial adviser's eye view of the best financial planning software. Clarifying the important criteria. The price of oil is up...

The full list of 2016 Lipper Fund Awards winners

March 22, 2016

The Thomson Reuters Lipper Fund Awards winners have been announced. You can click here to see the top 3-year, 5-year and 10-year funds across 10 distinct categories. We've also collected the full list of funds honored by Lipper, presented below....

Survey shows slight decline in elderly financial abuse cases

March 22, 2016

Seventeen percent of elderly Americans have been financially abused, a decline from six years ago and evidence that such abuse might be curbed with the help of medical professionals, according to the Investor Protection Trust. The elderly Americans,...

Top funds honored by Lipper

March 22, 2016

The Thomson Reuters Lipper Fund Awards recognize top-performing funds for excellence in categories related to equities, fixed income and mixed assets. Click through to find out which funds distinguished themselves as 3-year, 5-year and 10-year...

Over-sized Fidelity, Vanguard funds raise concerns about being too big to stay competitive

March 21, 2016

Can mutual funds become too big to stay competitive? A couple of Vanguard and Fidelity whoppers raise questions about when it is time to close a fund to new investors. “Fidelity is typically slow to close funds, which puts long-term holders...

Wedbush fined $675,000 by Finra and Nasdaq for leveraged ETF trading snafus

March 21, 2016

A series of trading and clearing snafus by Wedbush Securities Inc. involving a client's redemption activity and trading of leveraged ETFs has resulted in the Financial Industry Regulatory Authority Inc. and the Nasdaq Stock Market fining the...

American Funds says low fees, manager ownership can save actively managed funds

March 18, 2016

As the decade-long trend continues of investors pulling money out of actively managed funds in favor of cheaper indexed strategies, American Funds is coming forward with a not-so-subtle reminder that active management still has a place in most...

IRS to March Madness office pool players: Gambling winnings are taxable

March 18, 2016

As you start to overdose on college basketball while clinging to your NCAA bracket, keep in mind that the IRS considers all gambling winnings to be taxable. Just saying. An estimated 70 million Americans will wager $9.2 billion this year through...

BRIC funds rally, but it's a long way back

March 18, 2016

Investors tempted by Friday's emerging markets rally might want to remember what it feels like to get hit with a BRIC. The BRIC countries — Brazil, Russia, India and China — were singled out by Goldman Sachs in 2001 as the investment theme...

Morningstar expands access to ESG fund scores for socially conscious investors

March 17, 2016

Morningstar Inc.'s new mutual fund sustainability rankings have been rolled out to the general public, giving individual investors a new tool for determining how well specific funds score when it comes to environmental, social and corporate...

Fund managers see economic slowdown, looming recession

March 17, 2016

The majority of fund managers say global economic growth is almost out of steam. At 59%, this marks the highest reading for a late-cycle view since August 2008. It's getting late in the game, and a recession isn't that far off. The gold trade...

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