Much of the movement away has been led by advisers looking for cheaper and easier ways to build client portfolios.
<i>Breakfast with Benjamin</i> If you're happy with the stock market, you can thank the existence of high-frequency trading.
Customizing portfolios introduces human frailty and failure.
As with equities, passive funds are often the better bet.
<i>Breakfast with Benjamin</i> REITs soon will have their own classification on the S&P 500 and other major indices.
Janus bond manager pushes for 'helicopter money' pronto
The long-term effects of the decisions made will shed light on the effectiveness of this period of economic history
Closet indexers virtually guarantee lagging performance
Beleaguered fund fights to find footing after ill-fated Valeant Pharma bet.
Edgy finance blog goes from anonymity to over sharing in blink of an eye; and the adviser community weighs in on the public food fight.
<i>Breakfast with Benjamin</i> The message is being put out loud and clear: investors want lower-cost investment products.
Increased SEC scrutiny may be making ETF providers uncomfortable, and the industry may soon have to adapt to new regulations. </br><b><i>(More: <a href="http://www.investmentnews.com/section/specialreport/20160417/ETF042016" target="_blank">The full Spotlight on ETFs special report</a>)</b></i>
<i>Breakfast with Benjamin</i> Two types of investors are driving stocks' rally: Those who fear missing out on the rally, and those who see no alternatives to stocks.
Three firms are telling clients that despite oil's rout, it remains a good long-term play.
<i>Breakfast with Benjamin</i> West Oak Capital added another $1.3M of Charles Schwab stock, upping its total stake to more than 46,000 shares.
Broker-sold fund companies lag since new regulation released.
Plus: Amplify ETF zeroes in on online retail, calling out Gundlach's forecasts, and get ready to start tipping your Uber driver
If Republican frontrunner Donald Trump wins, Mr. Valliere says he'll be rooting for “a really windy inauguration day.”
Many advisers are putting investors into low-cost ETFs and simply dumping most of their clients' actively managed funds.
High valuations, low interest rates spell lower annual returns of 5% or less; timber seen as best bet