How 'Safe' Investments Can Destroy Client Portfolios
After years of low interest rates and rising stock markets, once-conservative strategies might actually be putting investors in risky situations. Here's where some income investors are going wrong.
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There are a number of steps traditional mutual funds and ETF providers can perform to take advantage of a surge in automated investing. more »
Because the various fund sponsors report data inconsistently and often with delays, it's hard to get a clean comparison between rival offerings. more »
BlackRock agreed to pay $12 million to settle U.S. regulatory claims that it failed to disclose a conflict of interest of a top portfolio manager. more »
For clients who want retirement income with minimal equity risk, advisors should recognize the 'mortality credit' advantage that the pooled funds in an immediate annuity can offer. more »
The more portfolio managers invest in their own funds the better, according to a recent Morningstar study. more »
The world's largest bond fund has cut back on U.S. securities as yields are expected to rise this year. more »
Lipper granted its awards to the best mutual funds and best overall fund families this week. Here are performance stats on the winning funds of the winning companies. more »
Clients who turned 70 1/2 last year need to take their first required minimum distribution by April 1 or face a tax of 50%; Plus, reducing fees is the best way to boost investment returns. more »
A study by S&P Dow Jones Indices -- which clearly has a horse in the race -- says clients will profit more from buying a fund tracking the S&P SmallCap 600 index than one tracking the Russell 2000. more »
The total amount of outstanding municipal securities and loans in the market rose 0.6% to $3.65 trillion in the fourth quarter of last year, as U.S. bank muni holdings increased 2.5% and mutual fund muni holdings rose to a record high $658 billion. more »
Instead of a broad stock index, should advisors consider ETFs weighted by dividend payments? more »
Even after defaults, high-yield bonds have earned above-market returns. more »
After suffering continuing losses in his prior role as manager of Pimco, Gross now sees his first month of net withdrawals at Janus Global Unconstrained Bond Fund. more »
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