North Americans Want Robo Advice From Banks

Jul 01, 2016

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Fidelity Cuts Fees for 27 Index Funds in Bid for Passive Assets

Jun 28, 2016

(Bloomberg) -- Fidelity Investments, known for its history in active money management, is cutting fees for 27 index mutual funds and exchange traded funds in a bid to attract more assets into passive strategies...

ETFs to Be Wounded Not Crushed in a Stampede From Junk Bonds

Jun 24, 2016

(Bloomberg) -- If there's a stampede for the exit in the junk bond market, it won't be investors in exchange-traded funds that get hit hardest. That's the conclusion of the Financial Stability Board, whose members include the U.S...

American Funds, T. Rowe Price Stand Alone

Jun 17, 2016

In the black...

Advisors Should Expect to Work Hard to Justify Client Fees – Vanguard’s McNabb

Jun 16, 2016

The advisor’s relationship with clients is changing, whether because of new Department of Labor fiduciary regulations, new technology or other reasons, and it’s likely that advisors may have to work harder to justify the fees they...

Three Stock Tips From Three Top Active Managers

Jun 16, 2016

Technology companies, animal health care and a payment-systems provider are among some of the top stock picks from three premier active-management fund managers...

Focusing on Sustainable Factors May Become a Competitive Edge

Jun 16, 2016

In a low-growth world where advisors need to seek alpha, companies that incorporate sustainable factors as part of their business practices may have a competitive edge...

Vanguard CEO Sees More Fee Cuts at Firm as Low Returns Loom

Jun 15, 2016

(Bloomberg) -- Vanguard Group, which has grown into the world’s largest mutual fund manager by offering low-cost investments, is prepared to cut fees further as it seeks to increase market share and boost investor returns in an...

Orlando Shooting Puts Focus on SRI Funds

Jun 13, 2016

The tragic shooting in Orlando may have some clients questioning what's in their portfolio. For those clients uncomfortable with gun manufacturers, here are some SRI funds that screen out weapons and firearms...

The Secret to This Fund’s Stellar Record: Don’t Lose on Way Down

May 31, 2016

(Bloomberg) -- Matthew Hereford’s mutual fund keeps pace with the stock market in good times and beats it during bad spells. That’s put his fund on top...