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Leaders in domestic stock, international stock, fixed income, and allocation and alternatives funds are recognized for standout performance.
January 27 -
16 individuals or teams are nominated in the four-category list.
January 13 -
The fund manager reported $277 billion in new money to its U.S. mutual funds and ETFs last year, while Fidelity and Franklin reported some of the largest outflows.
January 11 -
These popular choices for asset allocation also have a history of solid performance.
January 4 -
Check out the list of the biggest falls from grace in 2016.
December 12 -
Which fund categories had the biggest rebounds this year?
December 8 -
Which upgrades are attracting clients and yielding real results for firms? Find the answers in the results from FP's annual Tech Survey.
December 8 -
Recent news and short term performance is good; longer term questions linger.
December 1 -
The search for low-touch mutual funds has shifted "disproportionate" client money into fixed income, an analyst says.
November 16 -
Larger ETFs provide more liquidity and are better constructed.
November 11 -
The high cost of stock picking has made clients more passive, an analyst says.
November 10 -
Fifteen of the 20 biggest open-end funds report net outflows over the last five years.
November 3 -
Clients may be less anxious if they know their portfolios include funds built for stability.
October 18 -
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Use upside and downside capture ratios to analyze potential investment products, as well as help those who are nervous feel calmer about their portfolio.
September 29 -
Punished by the plunge in the energy sector, some advisers await a rebound that can take advantage of master limited partnerships’ tax status.
September 28 -
Experts say planners ignore offering counsel beyond numbers and investments at their own peril.
September 23 -
When advisers blend behavioral finance approaches with data insights, it makes them even more valuable.
September 22 -
When more clients live ever longer lives, what's an adviser to do?
September 16 -
The firm's expansion may also include assignments on private placements and unsecured-debt from real estate investment trusts, an executive says.
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