Packaged portfolios put together by broker-dealer home offices have beaten advisor-driven or open portfolios over the past five years, according to new Cerulli research.
North American sovereign wealth funds have been hardest hit by the steep drop in energy prices, the study found.
I’m impressed with Morningstar’s interest in getting feedback on Advisor Workstation, but I wish dog-friendly Redtail had been a little more advisor friendly.
Plus, T. Rowe Price closes health-sciences fund to new investors.
Institutional outflows remain an issue for the fixed-income shop, according to the research firm.
U.S. central bankers are still likely to start raising interest rates this year if the labor market improves further, the New York Fed president said.
Advisors can’t in good faith recommend an investment that’s still illegal, lawyer David Welch says, but they can help position clients for eventual legalization.
Assets invested in globally listed exchange-traded funds and products set a new record of $3.02 trillion in May, according to ETFGI’s preliminary monthly global insight report.
Servo Wealth advisor Eric Nelson says investors should beware of geeks — and even Fed chairs — bearing stock tips.
Tech companies hoarding cash have become big fixed income players, going after investment-grade offerings.
Industry groups said that the result vindicated what they have been arguing for years: drilling activity has risks, but fracking doesn’t deserve new federal oversight.
Ron Surz uses a thought experiment to clarify sequence of returns risk and its perilous implications for target-date investors.
The Fed should hold off on raising interest rates until the first half of 2016, the IMF said as it cut its U.S. growth forecast.
Companies with high environmental, social and governance ratings create shareholder value and are less volatile than lower-rated companies, says New Amsterdam Partners.
He died Tuesday at Memorial Sloan Kettering Cancer Center in New York after battling mantle cell lymphoma, his attorney, Martin Flumenbaum, said in an e-mailed statement.
Indexer Ron Surz blasts Rob Arnott, PowerShares, Russell and S&P, and says the bias toward value turns growth funds into “mush.”
Why is total U.S. economic growth so slow? Blame the decline in real government spending, OppenheimerFunds’ chief economist says.
Bill Gross says financial assets still beat cash, yet the St. Louis Fed finds Americans have been massively hoarding cash. Time to stuff your mattress?
Pent-up demand for housing, along with the higher wages of college grads, will boost the economy in the long term, PIMCO analysts say.
Morningstar’s Christine Benz warns that some assets can add volatility, expenses and stress to retirement portfolios, with little upside.