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John Waggoner

Displaying 509 results

Topic

Moody’s upbeat on mutual-fund companies for the third quarter

Outflows at Franklin and Waddell & Reed mask overall healthy inflows.

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SEC hot-button topics that advisers need to know about

Priorities include business continuity plans, cybersecurity and fee disclosure.

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Don’t count small-cap funds out because of looming interest rate hikes

ETFs and active small-cap funds still lead the market despite Federal Reserve chatter.

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What grade does your state’s college savings plan get?

Age-based 529 plans for this year's freshmen don't always get high marks.

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What grade does your state’s 529 plan get?

Age-based plans for this year's freshmen don't always get high marks. New York, Pennsylvania and Iowa funds get an A, but other states have more homework to do.

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California, fund industry spar over automatic retirement savings plan Secure Choice

The Investment Company Institute blasts the state over its plans to exclude mutual funds from the proposed Secure Choice program.

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DOL rule bad for fund company profits

Trend toward low-cost passive mutual funds will reduce margins.

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Bond king Jeffrey Gundlach’s DoubleLine smart beta stock fund bucks the outflow trend

The DoubleLine Shiller Enhanced CAPE fund had a net inflow of $117.07 million in July, its largest ever.

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Advisers should think twice before adding volatility ETFs to client portfolios

If your clients are worried about stock market volatility, your first question might be to ask them why.

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Vanguard, the king of passive investing, hops on board the active ETF train

Vanguard, where the world goes to catch a ride on index funds, is building a new station for…