Cogent Reports, a division of Market Strategies International, asked 1,390 registered financial advisors to select which mutual fund companies they trust out of a list of 48. The study found that "trust" in an asset manager had the greatest i...
Bob Doll serves as a leading member of the equities investing team for Nuveen Asset Management.
There has been a flood of liquid alts hitting the market, some designed to dampen volatility and some to enhance returns. But only these three categories have beaten the equities market in 2015.
The growth of exchange traded funds has outpaced traditional mutual funds for a few years now, and has crossed $3 trillion globally. The have benefited from the wider trend toward indexing and passive investing, and account for some 20 to 30...
Many studies have shown that, over time, most actively managed mutual funds underperform their respective benchmarks. But a new report released by Morningstar finds that low-cost active funds tend to outperform higher-cost active funds over the...
Investing internationally may help clients benefit from diversification–a tax-managed strategy may also be beneficial.
The industry needs a few good men (and women).
Almost three quarters of broker/dealer and RIA firm executives feel there is an advisor talent shortage, according to a recent poll by Fidelity Investments. But they’re not changing how they recru...
Despite industry efforts to get more women into the industry, the ranks of financial advisors are still dominated by men. (Females accounted for only 21 percent of the respondents in our recent 2015 Compensation Survey.) But, perhaps more overloo...
May 20 (Reuters) - U.S. securities regulators proposed new rules on Wednesday that would require mutual funds and other asset managers to report much more detailed data about their holdings...
Active managers can dramatically reduce tax costs by limiting portfolio turnover and taking advantage of volatility
