Seven things to tell you clients — and seven things not to
Seven things to say – and not to say – to your clients If you want to…
December stock flows highest since April 2000
And passive once again clobbers active.
No-fee trading platforms can save money in other ways
Bid/ask spreads fall as volume rises.
Morningstar announces top fund managers
Oakmark's David Herro takes his third award in the international stock fund category
American Funds gets SEC approval for clean shares
The Securities and Exchange Commission gave the green light Wednesday to the Capital Group to issue “clean shares”…
Will Trump’s tweets continue to move markets – and is that a good thing?
Past administrations have had an impact on stock prices, but no one has shown a proclivity for targeting certain industries like the president-elect
Smart-beta strategies hot with stocks, not with bonds
Liquidity and indexing issues figure into the small number of fixed-income funds in this space.
Here’s why your clients probably didn’t beat the S&P 500 in 2016
Expenses, overseas funds, bonds all bogged down performance. But what is the takeaway for investing in 2017?
Outlook for 2017: Strategists from Vanguard, Fidelity, Franklin Templeton, Ameriprise, BlackRock and others weigh in
Unusual number of variables in the New Year.
Vanguard’s market share keeps growing
Only Vanguard and Dimensional Fund Advisors saw net inflows in November.