Clients don’t need income, they need money, planners say
While some bond strategies are eking out a modest return, a shift in thought toward taking distributions from a total return portfolio broadens advisers' options.
Emerging markets sink after Trump victory
On a tear before the election, the average fund is down 4.4% after it because of president-elect's rhetoric about countries like Mexico and China.
Some funds doling out capital gain pain
After a seven-year bull market, few funds have offsetting losses to reduce those gains. Expect the biggest distributions from small-cap funds.
Abigail Johnson takes the helm of Fidelity
Edward C. Johnson III to become chairman emeritus.
Fund flows make screeching U-turn after election
Money flows out of bonds into stocks.
Debt financing on private equity seen as one way to boost income
If your clients are thirsting for income, the current markets are offering them a long sip of sand.
Vanguard, Pimco feel the pain as long-term funds get smacked
The bond market selloff is getting more serious, with some popular funds down nearly 20% since the summer.
Investors flood TIPS funds as Trump win stokes inflation concerns
Funds that invest in Treasury Inflation Protected Securities saw a net inflow of $1 billion the week ended Nov. 9, the second-largest since records began in 2002.
Alternative energy funds have dim prospects under a Trump presidency
One thing you can learn from the Trump presidential victory: Making bets on the fallout is anything but…
What you can learn from 30 years of stock-picking
Veteran managers from Ariel, Gabelli, Monetta and Pioneer share their lessons.