Sponsored By

Mutual Funds

stock market screen slide

Beware the Lurking Tax Hit in Many Non-U.S. Equity Funds Beware the Lurking Tax Hit in Many Non-U.S. Equity Funds

Here comes the tax drag. Thanks to a 2010 rule change, many mutual funds this year and next will lose their ability to continue to offset taxes with accrued capital losses from the financial crisis, hitting after-tax returns.

Dec 5, 2016

|

1 Min Read

This Activist Built One of the Foundations of Passive Investing This Activist Built One of the Foundations of Passive Investing

Nov 30, 2016

1 Min Read

How a $60 Billion Fund With Four-Decade Alpha Prepares for Trump How a $60 Billion Fund With Four-Decade Alpha Prepares for Trump

Nov 29, 2016

1 Min Read

Abigail Johnson

Fidelity Says Abigail Johnson to Succeed Father as Chairman Fidelity Says Abigail Johnson to Succeed Father as Chairman

Nov 22, 2016

1 Min Read

businessman pulling dollar sign

Is There a Risk in Risk Parity Funds?Is There a Risk in Risk Parity Funds?

Nov 22, 2016

1 Min Read

Donald Trump Flipped the Investment Backdrop on Its Head Donald Trump Flipped the Investment Backdrop on Its Head

Nov 16, 2016

1 Min Read

stock market graph

Stock-Picking Professionals Beat the Indexers

Stock-Picking Professionals Beat the Indexers

putname investments

Fund Manager Putnam To Cut About 115 Jobs, or 8 Percent of Staff

Fund Manager Putnam To Cut About 115 Jobs, or 8 Percent of Staff

green investment

Talking ESG: Three Starter Questions for Every Generation

Talking ESG: Three Starter Questions for Every Generation

401k statement

401(k) Plans, The Fiduciary Rule and You: A Plan Sponsor’s Guide to ETFs

401(k) Plans, The Fiduciary Rule and You: A Plan Sponsor’s Guide to ETFs

Bill Gross of Janus Capital Group Inc has said sovereign yields near alltime lows in the US and around the world are too risky

Bill Gross’s Total-Return Strategy to Make Encore at Janus

Bill Gross’s Total-Return Strategy to Make Encore at Janus

bond traders screaming

Beware of Easy Trading in ETFs

Beware of Easy Trading in ETFs

Big Fidelity Investor in Wells Fargo Trimmed Position in September

Big Fidelity Investor in Wells Fargo Trimmed Position in September

stock data graph

Industry News & Trends

A New Way to Evaluate Alternative Funds

A New Way to Evaluate Alternative Funds

byWealthManagement.com Staff

Eaton Vance

Eaton Vance to Acquire SRI Manager Calvert Investment Management

Eaton Vance to Acquire SRI Manager Calvert Investment Management

byDiana Britton, Managing Editor

Lawyers: FINRA Still Hasn’t Fixed BrokerCheck

Lawyers: FINRA Still Hasn’t Fixed BrokerCheck

byWealthManagement.com Staff

magnifying glass stocks

Saft on Wealth: When "Dark Markets" Are Unfair to Mutual Fund Investors

Saft on Wealth: When "Dark Markets" Are Unfair to Mutual Fund Investors

Worst-Kept Secret Catches Up to Fund Managers

Worst-Kept Secret Catches Up to Fund Managers

Henderson Group

Janus-Henderson Sees U.S. Fund Growth Outstrip Other Markets

Janus-Henderson Sees U.S. Fund Growth Outstrip Other Markets

byAdam Haigh and Ruth Liew

bond trading data

The Go-Anywhere Fund Demise Accelerates, for Good Reason

The Go-Anywhere Fund Demise Accelerates, for Good Reason

byLisa Abramowicz

361 Capital CEO Tom Florence accepted the firm39s 2016 Wealth Management Industry Award last week

Alternative Investments

Alts Shop 361 Capital Makes First Foray Into Long-Only Space

Alts Shop 361 Capital Makes First Foray Into Long-Only Space

byDiana Britton, Managing Editor

Fidelity headquarters

The Top VC Investors? Not Who You’d Think

The Top VC Investors? Not Who You’d Think

byWealthManagement.com Staff

MFS Investment Management

MFS Has What Managers Crave: Active Stock Funds That Draw Money

MFS Has What Managers Crave: Active Stock Funds That Draw Money

byCharles Stein

Lehman Brothers

Saft: Eight Years After Lehman, Finance Remains a Tax On Us All

Saft: Eight Years After Lehman, Finance Remains a Tax On Us All

China stocks

Closed-End Funds: A Passport to Global Assets

Closed-End Funds: A Passport to Global Assets

How Index Funds Won the Battle for Acceptance

How Index Funds Won the Battle for Acceptance

Vanguard Group

Vanguard Poised for Another Record Year as Index Investing Gains

Vanguard Poised for Another Record Year as Index Investing Gains

byCharles Stein

Client Relations

Maybe You’re Not as Stupid as Your Financial Adviser Thinks

Maybe You’re Not as Stupid as Your Financial Adviser Thinks

byBen Steverman

The Rebirth of the Pooled Income Fund 2016-08-24

The Rebirth of the Pooled Income Fund

byRandy A. Fox, Founder

A “Stickier” Alt Fund?

A “Stickier” Alt Fund?

pension cuts protest

The Conflict at the Heart of U.S. Retirement Plans

The Conflict at the Heart of U.S. Retirement Plans

Index funds are often called ldquopassive investmentsrdquo yet therersquos nothing particularly passive about what Gerry OrsquoReilly and his Vanguard

This Basically Anonymous Fund Manager Oversees $800 Billion

This Basically Anonymous Fund Manager Oversees $800 Billion

byBen Steverman

gun show

BlackRock Targeted by Gay Activists for Investing in Firearms

BlackRock Targeted by Gay Activists for Investing in Firearms

Industry News & Trends

Confronting Passification: Three Ways Forward For Active Managers

Confronting Passification: Three Ways Forward For Active Managers

byFrom Propinquity Advisors