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CITs are changing the retail 401(k) world

May 22, 2019

"It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness … we had everything before us, we had nothing before us, we were all going direct to Heaven, we were all going direct the other way."...

How one adviser is getting ahead of the hot IPO market

May 22, 2019

The raft of high-profile initial public stock offerings this year has one financial adviser jockeying to get ahead of the trend by launching a fund that invests in companies before they go public. James Gambaccini, managing partner at Acorn...

Calm in the storm: How advisers can combat emotional investing

May 21, 2019

In today's society, news breaks on a 24/7, nonstop cycle and the stock market can shift at the drop of a hat. Now that everyone has unlimited access to news at their fingertips, people can find out what's happening around the world in a matter...

How ETF investors are playing trade tensions

May 20, 2019

Exchange-traded fund investors are shaking up their portfolios to prepare for any fallout from the trade skirmish between the U.S. and China. There's been a rush into domestically oriented small-cap shares and out of funds that hold Chinese...

Michael Kitces says traditional retirement investment strategy is wrong

May 16, 2019

Michael Kitces thinks the investment strategy most advisers use to manage retirees' assets is wrong. Traditional thinking is to make portfolios more conservative as clients age, moving away from stocks and into bonds to protect assets. Speaking...

Investors worldwide support ESG investing, but still want performance

May 16, 2019

Worldwide investor demand for environmental, social and governance (ESG) investing is strong, according to a survey conducted by Natixis Investment Management, with 76% of individual investors globally and 71% of U.S. investors saying it is...

How Aspiriant's advisors help clients feel successful through giving

May 16, 2019

Using Schwab Charitable to maximize the impact of philanthropy As chief operating officer and a member of the executive committee at the San Francisco-based registered investment advisor Aspiriant, Michael Kossman understands the philanthropic...

Grim milestone for active management

May 16, 2019

The month of May is about to usher in a significant milestone for actively managed mutual funds, and not a favorable one. The trends suggest passive U.S. equity fund assets will gain a majority of market share for the first time ever over actively-managed...

Fate worse than zero hits fund land

May 15, 2019

The trend that's been driving fees in the world of asset management relentlessly lower has finally reached its (il)logical conclusion. The Securities and Exchange Commission has just approved an exchange-traded fund with negative fees. It's...

Uber IPO flop is coming to an ETF near you

May 15, 2019

Investors betting that the bad times are over for Uber Technologies Inc. after a dismal trading debut will soon be able to express their views through an exchange-traded fund. The $40 million Renaissance IPO ETF (IPO) plans to add Uber to its...

Capital Group, bastion of active management, rebounds to $1.9 trillion

May 14, 2019

It's been a trying decade for Rob Lovelace. Capital Group Cos., the money-management firm his father's father founded in Los Angeles during the Great Depression, took a beating after the financial crisis. Over seven straight years, clients pulled...

Small-cap stocks bear the brunt of trade dispute

May 13, 2019

As the United States and China roll out tariff hikes in an escalating trade war, smaller-company stocks are taking the biggest hit. Contrary to the general belief that smaller companies are more immune to global politics and macroeconomics,...

Morgan Stanley wealth management clients burned in Uber IPO

May 13, 2019

Morgan Stanley investment bankers stand to reap millions of dollars in fees for leading Uber's initial public offering last week. Yet wealthy clients are facing losses. In 2016, the firm offered its elite clientele a chance to get in early on...

Markets tumble as trade war escalates

May 13, 2019

U.S. stocks and commodities tumbled Monday after China retaliated with higher tariffs on a range of American goods. Meanwhile, Treasurys jumped as investors fled to safe havens. The S&P 500 headed for the biggest slide in four months and the...

Bitcoin rises above $7,000, further fueling interest in cryptocurrency market

May 13, 2019

Bitcoin jumped above $7,000 and didn't look back, as its longest winning streak since 2013 continued to rekindle the global cryptocurrency market. Monday's 16% advance comes only a few days after the digital asset broke through $6,000 and looks...

Kyle Weaver of Fidelity pursues deep value in secular themes

May 13, 2019

Kyle Weaver doesn't describe his investing style as aggressive, but he does adhere strictly to a three- to seven-year time horizon when picking stocks for the more than $6 billion he manages across three portfolios at Fidelity Investments. Mr....

ETFs threaten to 'amplify' systemic risk when liquidity dries up

May 9, 2019

Exchange-traded funds face a growing threat from the very traders who sustain them, according to Moody's Investors Service. The $3.9 trillion U.S. industry could feed systemic risks if market makers, which play a crucial role keeping the price...

Reverence Capital Partners buys Advisor Group

May 9, 2019

Advisor Group put weeks of speculation to rest late Thursday when it said private-equity manager Reverence Capital Partners agreed to acquire 75% of the broker-dealer network from Lightyear Capital, PSP Investments and other investors. Financial...

'Death by Amazon' gauge exposes gulf between retail ETFs

May 9, 2019

Measuring the impact of Amazon.com on exchange-traded funds just got easier, thanks to a new "Death by Amazon" gauge from CFRA Research. Retailers at risk from the Seattle-based company's expansion underperformed the S&P 500 Index by more than...

Actively managed TDFs are getting edged out

May 9, 2019

Passively managed target-date funds are sucking the life force from their actively managed counterparts. The money flowing into passive TDFs — those that invest primarily in funds that track a broad market index like the S&P 500 — has increased...

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