John Waggoner
If your clients don't have a long holding period and an appetite for risk, it might be better to wait until momentum cycles in and out of style once again.
Bear market marches into history, making funds that survived the decade seem great on paper.
Advisers who are tempted by rising oil prices and production should remember the last time these funds started pumping mud.
The financial services company that targets veterans and their families wants to develop an adviser channel.
You’ve probably heard of closed-end mutual funds converting to open-end funds. But Highland…
Some funds have over 10% of their holdings in the island's municipal bonds, which were already suffering from poor economic conditions before the recent storms.
Legislation would allow brokerages to produce fund reports not classified as sales offers.
$1.2 billion deal rounds out Invesco offerings and lets Guggenheim focus on mutual funds.
But American Funds proposes two rules to increase advisers' odds of choosing a winner.
It's getting more difficult to find bona fide collections of things like lunchboxes or Barbies, and the internet has taken the joy out of the chase.
