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With damage from hurricanes Harvey and Irma clocking in at more than $150 billion, will funds with high exposure to property and casualty insurance take a hit?
September 13 -
These funds have the smallest beta scores, either positive or negative, indicating the least variability from market returns.
August 30 -
Investors may be shifting to cheaper options, or simply taking profits while markets are high.
August 16 -
The firm joined BlackRock as a strategic partner of the alternative investment tool aimed at wealthy clients. Plus; other launches.
July 14 -
Actively managed mutual funds and ETFs that own domestic stocks experienced $98.5 billion in net redemptions in the first six months of 2017, according to Morningstar.
July 14 -
If these ratios increase along with stock prices, how high is too high?
July 12 -
July 10: U.S. Trust’s Scott Reeves has faced skepticism about his firm’s strategy. He welcomes the chance to challenge any misconceptions.
July 7 -
Despite the trend away from actively managed mutual funds, the firm is bolstering advertising efforts and adding new products to lure clients.
June 29 -
You pick a fund for your client and it returns 20%. You're a genius – until you realize the benchmark returned 23%. Here are the top overachievers.
June 28 -
Small-caps carry risk, but they don’t have to be expensive too. Here are 20 with the best returns over the past five years and the lowest expense ratios.
May 31 -
For clients who can’t stand being in the red, there are investment options. There are also caveats to consider, such as relatively high costs and lower returns.
May 9 -
Amid the ups and downs of the bond markets, these funds attracted new investors.
April 19 -
The investment bank is poised to join the competition for digital mass-affluent clients.
March 22 -
After eye-popping gains in the stock market over the past three quarters, price-to-earnings ratios have soared.
March 7 -
Leaders in domestic stock, international stock, fixed income, and allocation and alternatives funds are recognized for standout performance.
January 27 -
What Trump and rising interest rates may mean for advisers.
November 18 -
The search for low-touch mutual funds has shifted "disproportionate" client money into fixed income, an analyst says.
November 16 -
It's one of the biggest hurdles many advisers face, and it's still critical for investing success, says T. Rowe Price's Brian Rogers.
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