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Topic

Franklin Templeton’s Michael Hasenstab: How to navigate emerging markets

Put simply, we focus on countries that we deem to be fundamentally strong but, for one reason or another, are out of favor with investors.

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Evaluating target-date funds through the prism of the DOL fiduciary rule

New regulatory environment calls for a more holistic evaluation process.

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Deutsche Bank’s shares, bonds decline after rebuffing Justice Department’s $14 billion probe claim

Deutsche Bank AG’s shares and its riskiest bonds dropped the most since the Brexit vote after the lender…

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Jack Bogle looks back on the 40th anniversary of the index fund

Vanguard's founder weighs in on passive investing, his critics, robo-advisers, Donald Trump and the fiduciary rule. (More: John Bogle's advice to advisers)

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BlackRock urges regulators to increase scrutiny of robo-advisers

BlackRock Inc. urged regulators to increase scrutiny of robo-advisers as customers flock to automated services, lured by low…

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Direct-sold 529 college savings plans grew faster than adviser-sold plans in 2015

Morningstar reports 529 assets increased 4.3% overall last year, but the direct-sold variety gained market share, to 53.3%.

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How social insights can supercharge investment research

Social-media data capture opinions that are often a precursor to consumer behavior

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Analyze capital cycle when investing

Capital cycle analysis — the study of how overinvestment in sectors can lead to oversupply and eventually a…

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As the Bill Miller era ends, how will Legg Mason move beyond his legacy?

It’s the end of an era at Legg Mason. Bill Miller — stock picker extraordinaire who famously outpaced…

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How far-reaching is the DOL fiduciary rule?

The blurred line between retirement and non-retirement advice means advisers must be very careful when providing any financial services.