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John Waggoner

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Topic

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.

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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.

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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.

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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.

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Layoffs hit Pimco, GMO as assets shrink amid flight from active management

The departures include top managers and the closure of some funds.

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All eyes on alternative funds at Morningstar Investment Conference

Everyone from BlackRock to Vanguard in the alt space

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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.

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Leuthold Group: Long-term stock indicator wildly bullish

Indicator last flashed a buy signal in May 2009.

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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.

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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.