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A fund weighted against brick-and-mortar businesses dropped 13% while the industry’s largest retail product tripled the return of the broader benchmark.
June 5
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Clients should not only check the fees, but also compare their after-tax returns.
June 5
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As interest rates rise at home, advisors should consider adding foreign bond investments.
June 4
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These portfolios look poised to shrug off their recent underperformance.
June 1
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The declines, he says, were the result of a widening gap between U.S. and German bond yields triggered by the crisis in the eurozone.
June 1
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Uncertainty over the euro’s future sent the Janus Henderson manager’s $2.1 billion fund plummeting nearly 3%, making a bad year even worse.
May 30
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The asset manager is expected to make the payout after it finalizes the sale of its insurance unit to Phoenix Group.
May 29
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GraniteShares had yet to launch a fund when Kristen Winther joined two years ago. Now with five products on the market, it’s a “full-fledged business.”
May 25
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When clients are too focused on returns, bring the discussion back to expenses.
May 23
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Managing risk factors while selecting the components of various maturities and ratings for these products can be a daunting task.
May 23
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There are many more options for advisors who seek gender-equality based investments for clients, says planner Luisamarie Ruiz Carlile.
May 22
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The cheapest 20% of funds received $949 billion of new money last year, while the rest of the industry reported outflows of $251 billion.
May 22
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The fund is expected to debut in the third quarter and will use an ETF of ETFs structure.
May 22
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The Treasury is expected to sell a combined $99 billion of fixed-rate notes this week, in some of its largest offerings since 2010.
May 21
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The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.
May 18
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Co-chiefs of the SEC’s Division of Enforcement tout a program aimed at repaying investors for excessive mutual fund fees as a new approach to curbing industry abuses.
May 17
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The average annualized return of the top 20 funds has been nearly 15%.
May 16 -
A gauge of developing-market currencies is near its weakest level this year as the Treasury 10-year yield climbed above 3%.
May 16
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As a senior research analyst at Robo Global, Lisa Chai helps manage a portfolio of index funds with a focus on robotics, automation and AI-related companies.
May 16
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Many of those selected have focused their careers on helping women thrive in an industry where nearly 90% of the managers are men.
May 15
