What to say when clients hate you for advising international investments
First off, advisers should tell them that adding international stocks can dampen a portfolio's volatility, and increase the number of potential winners.
Fidelity blocks opening trades on several ETF products, citing suitability concerns
The fund giant wouldn't say if regulatory pressure compelled it to impose the practice.
Bond bears licking their wounds as stock funds lag amid low-interest rates
The average long-term government bond fund has soared 10.1% this year, according to Morningstar.
Bank of America Merrill Lynch to trim mutual fund offerings
The firm hopes to make it easier for clients and advisers to understand sales charge reductions and waivers.
Layoffs hit Pimco, GMO as assets shrink amid flight from active management
The departures include top managers and the closure of some funds.
All eyes on alternative funds at Morningstar Investment Conference
Everyone from BlackRock to Vanguard in the alt space
Take 5: Vanguard’s Jack Bogle says mutual fund industry needs to change
Five candid responses on ETFs, smart beta, the Labor Department's fiduciary rule and reading up on muckrakers of old.
Leuthold Group: Long-term stock indicator wildly bullish
Indicator last flashed a buy signal in May 2009.
Mutual fund born during Great Depression proves the value of buy-and-hold
The 81-year-old Voya Corporate Leaders Trust beats most by doing nothing.
Franklin Templeton joins Fidelity, Goldman and John Hancock in launching strategic beta ETFs
Three of the Franklin LibertyQ funds are core multi-strategy funds, seeking a combination of quality, value, momentum and low-volatility stocks.