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Despite record S&P 500, U.S. funds see steadiest outflow since 2009
Investors pulled $2.1 billion from domestic mutual funds and ETFs in the week ending July 12.
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Goals-based planning
Goals-based planning is a radical – even disruptive – approach to portfolio construction that is sweeping financial planning.
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Managers underweighting U.S. stocks highest since 2008
A net 80% of investors think America is the most overvalued region, analysts say.
Blackstone profits rise as market buoys real estate, buyouts
Energy was likely a “headwind,” analysts wrote.
Magazine
LPL to cut fund fees amid fiduciary uncertainty
July 24: The world’s largest independent broker-dealer has launched a new mutual fund platform to adhere to the rule.
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ETF Resource Center
Asset managers
Mutual funds
Fund performance
Mutual Fund Service Guide 2017
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The Latest
Scorecard: Mutual fund flows for the week ending July 12
Data reported by the Investment Company Institute.
Hedge fund quant posting 21% return says biology is secret sauce
The manager says his research into one of the natural world’s most byzantine systems has helped to better understand the financial markets.
Silver pits big investors against small as ETFs surge
Large, active hedge funds shorted Comex futures because of the risk of higher U.S. interest rates, driving down prices of the metal, an analyst says.
Voices
Meeting the ever-increasing volume of data needs
Domenic Ionadi
Strategic Account Manager
Confluence
Operational challenges and strategic initiatives are at a crossroads.
BlackRock ETFs earn $74B, but firm misses revenue target
Second-quarter costs increased in almost every category for the asset manager including compensation and distribution.
See more of the latest news
Voices
Meeting the ever-increasing volume of data needs
Domenic Ionadi
Strategic Account Manager
Confluence
Operational challenges and strategic initiatives are at a crossroads.
Expansion plans? Here's what firms should read
Dan Sondhelm
CEO
Sondhelm Partners
Marketing and sales strategies are better received when firms provide information advisers are actually seeking.
The age of advice manufacturing is here
Rob Foregger
Co-founder
NextCapital
There is a shift from selling impersonal financial products to delivering personalized, outcome-based solutions at scale.
Data & Research
Funds with highest 3-year Sharpe ratios
Clients focus on returns, but advisers need to add “risk-adjusted” to their thinking.
Solid returns and low volatility: Top ETFs
Over $14 billion flowed into the low-risk ETF category in the first half of 2016.
10 investing lessons of the century (so far)
This year has been a wild ride for clients and advisers, and it’s only just begun. Here are some things to keep in mind as advisers craft portfolios for the rest of the epoch.
