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Passive funds reached a long-anticipated milestone that no one would suggest will reverse anytime soon. But these managers argue expertise has enduring appeal.
February 13 -
Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.
February 12 -
Some participants on the Street estimate that SMAs hold as much as $1.5 trillion of munis while others peg it closer to $1 trillion to $1.3 trillion.
February 8 -
Leading the charge last year were risky leveraged vehicles and funds tracking the digital assets industry. That doesn't mean advisors are any more likely to embrace them.
January 29 -
For clients who want sustainable investing reflected in their portfolio, financial advisors will need to find an approach that resonates while staying true to fiduciary responsibilities.
January 29Longview Strategies -
The Morningstar Direct rankings reflect a good year for the high-yield, longer-duration and emerging-markets categories of fixed income funds.
January 26 -
It's way past time for the industry to apply a core investment concept — diversification — to achieve gender equality in its ranks.
January 25Mind Money -
Arming advisors for the future — one in which humans and machines get along just fine — was on the minds of the two Orion execs.
January 22 -
Cash is making a resurgence in financial planning, offering both advisors and clients the opportunity to grow.
January 17Halbert Hargrove -
Finance gurus see the coming 12 months as a time to dilute concentrations in cash and large firms' stock and consider emerging markets and small caps.
December 27