What's Hot & What's Not in Equity Funds
A review of year-to-date trading activity of U.S. diversified equity mutual funds spots trends that advisors and clients can use to identify the biggest sector movements.
More in Mutual Funds
Virginie Maisonneuve, chief investment officer for global equities at Pacific Investment Management, will be leaving after helping shutter three active stock strategies at the firm. more »
Values-based investing has gained traction in the fund industry. One fund provider brings a faith-based layer to that approach, and has found market and success doing so. more »
The SEC and other regulators are seeking information about the bank's use of proprietary products in its wealth management business, the company disclosed in a regulatory filing. more »
An alternate to the Sharpe ratio could help advisors calculate how much pain investors must endure for each unit of gain. Here's how to run the numbers. 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 »
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. more »
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 »
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 »
11 Creative Ways Advisors Have Changed Their Fees
The May Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

June 18, 2015 | New York Hilton Midtown, New York, NY

June 24, 2015 | Chicago, IL

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

Already a subscriber? Log in here