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...
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...
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...
(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...
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...
(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...
(Bloomberg) -- OppenheimerFunds Inc. is liquidating its 19-year-old commodities fund following years of losses and the worst oil crash in a generation...
Even in the multitrillion-dollar retirement plan market, $1.97 trillion is nothing to sneeze at. That’s the amount Morningstar tracks in over 3,200 collective investment trusts (CITs) as of early May 2016...
