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Smart-beta returns track their Morningstar categories
A few are just a bit smarter than the average.
BlackRock banks on cheaper ETFs
Plus: Bank stocks and the election, how the DOL rule could hit adviser pay, and seven 'stupid' ETFs
Clients don’t need income, they need money, planners say
While some bond strategies are eking out a modest return, a shift in thought toward taking distributions from a total return portfolio broadens advisers' options.
Emerging markets sink after Trump victory
On a tear before the election, the average fund is down 4.4% after it because of president-elect's rhetoric about countries like Mexico and China.
Robo-advisers sound off to SEC about rule changes for automated advice
Digital-advice firms tell the Securities and Exchange Commission they put clients' interests first and that some regulatory updates are needed as digitization of the industry grows.
Alternative energy funds have dim prospects under a Trump presidency
One thing you can learn from the Trump presidential victory: Making bets on the fallout is anything but…
USA Mutuals Vice Fund’s winning strategy in election year: Guns, booze, tobacco and gambling
The fund has beaten the S&P 500 in three of the last four presidential election cycles.
Bipartisan support from Democrats and Republicans bodes well for infrastructure investments
Infrastructure mutual funds and ETFs are currently beating the S&P 500.
Little bloodshed in bond market so far as interest rates rise
Despite redemptions, largest bond funds hold up well.
Commodities funds may offer inflation hedge, but many overweight energy
Also, with the exception of some metals funds, most funds don't own the actual commodity.
Volatility seen as best way to hedge against political risk
According to a study by Unigestion, investors worried about the outcome on Nov. 8 should forget gold and Treasuries.
TD Ameritrade introduces new retail robo-adviser platform
Custodian offers five portfolios with investment selected by Morningstar professionals.
Investors poured $23 billion into taxable bond funds in September: Morningstar
Vanguard and BlackRock get biggest inflows.
Schwab cuts ETF fees again, as expense war with rivals BlackRock, Fidelity and Vanguard heats up
Charles Schwab & Co. (SCHW) re-entered the ETF fee war Friday, announcing fee cuts to five of its…
BlackRock cuts ETF prices anticipating greater passive shift
World's largest provider of exchange-traded funds is cutting prices across its core ETFs in anticipation of a new U.S. rule.
Fidelity fires the latest salvo in ETF fee war
No more commissions for 18 BlackRock ETFs.
Stress tests still unpopular with fund industry
Industry trade group, as well as some mutual fund giants, push back against Financial Stability Board's proposal for stress tests.
BlackRock’s Larry Fink: Money managers must help companies focus on long-term thinking
Geopolitical uncertainty, created in part by Brexit and the U.S. presidential race, is leading to “intense short-termism,” he says.
For ETF providers, penetrating target-date fund market a challenge
The primary reason: TDFs built on institutionally priced mutual fund shares or collective trusts can produce as low or lower fees than ETFs.
Investors continue their love affair with dividend-paying stocks
Companies that raise dividends regularly often fare well when interest rates rise.
