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.
Evaluating target-date funds through the prism of the DOL fiduciary rule
New regulatory environment calls for a more holistic evaluation process.
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…
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)
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…
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%.
How social insights can supercharge investment research
Social-media data capture opinions that are often a precursor to consumer behavior
Analyze capital cycle when investing
Capital cycle analysis — the study of how overinvestment in sectors can lead to oversupply and eventually a…
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…
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.