Asset managers have lately begun changing tack in their attempts to woo financial advisors, offering more of what they call “thought leadership”—educational content and tools that help advisors run their businesses—rather...
Despite a stock market that has roared above its March 2009 lows, here is how worried investors are: The traditional investments of U.S. dollars and Treasuries are viewed with skepticism. Where to hide? Kevin Kearns, the manager of Loomis Sayles'...
Looking to give advisors new measures for evaluating funds, Morningstar plans later this year to release a new “forward-looking” rating tool that uses its analysts’ expertise to evaluate the funds’ ability to outperform...
For most of the past decade, Fairholme Fund (FAIRX) soared, outpacing nearly all its competitors by a wide margin. Assets poured into the fund, and portfolio manager Bruce Berkowitz was named manager of the decade by Morningstar. But this year the...
When John Bogle served as chief executive of Vanguard Group, critics often accused him of taking a hypocritical stance on actively managed funds. For years, Bogle promoted index funds and said that most actively managed funds are doomed to fail...
As most financial advisors know, the secret to successful investing is relatively simple: Figure out the value of something and then pay a lot less. Unfortunately, as it turns out, it's really hard to figure out the value of a business. And...
The tortoise is catching up to the hare. According to a new report by Strategic Insight, small fry money managers are making significant in-roads into the fund marketplace, with 20 of the 25 fastest-growing fund firms having less than $5 billion...
Even though the market has been rallying for more than two years, clients remain wary. Many still are clinging to big cash stakes. To calm nerves and ease clients back into stocks, consider using equity funds that rank among the most conservative...
Forget what you hear about gold and silver being rare commodities. Far more precious than metals is that holy grail of money management -- alpha. The cost of acquiring market outperformance -- or, more properly, the cost of acquiring the...
