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Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.November 26
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“If done correctly, dividend-yielding stocks are the gifts that keep on giving,” an expert says.November 18
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Data reported by the Investment Company Institute.November 7
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A bull decade doesn’t necessarily mean a zero-sum next 10 years, planners say.November 4
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How sequence of returns affects retirement portfolio survival.November 4
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Funds of funds, pensions, consultants, family offices and endowments have pulled $16.4 billion from generalist long-short equity funds this year.September 27
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The annual “evolution revolution” report and an analyst’s overview show how fiduciary advice is reshaping wealth management.September 17
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Some accuse index funds of promoting monopolies and distorting markets, among other horrors, but nothing has stemmed the wave of inflows to passive.September 17
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Investment banks are increasingly studying the relative positioning of funds that compete with each other to beat benchmarks.August 22
