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The tricky part is educating clients on how to recognize what constitutes underperformance and overperformance.January 13
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The current impact of fund rebalancing on front-month VIX futures is about 20% of daily volume on the index’s contracts.December 2
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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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Asset managers who flocked to safety in utilities and dividend stocks at the end of 2018 have seen their pain compounded by the latest risk-on rally.November 8
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The strategy has in theory made no money for investors 42% of the time since 2018, new research shows.October 22
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The five-month-old fund from Tabula Investment Management just became one of the largest of its kind after taking in $68 million last week.September 24
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The fund’s losses stem from bearish wagers on global interest rates, according to a person familiar with the matter.August 29
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Unmarried siblings who cover more than half of their parents' expenses are advised to use the head of household filing status.August 27
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Asset managers have been on edge as U.S. equity ETFs reported withdrawals of nearly $18 billion in the three weeks ending Friday.August 26
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The firm added an experienced advisor from Wells Fargo after recruiting 72 other tenured reps in the second quarter.August 21
