Robeco Investment Management, a unit of the largest independently owned money manager in Europe, snatched up four American asset managers and is now targeting U.S. retail financial advisors for the first time. Will advisors bite?
Best-selling author Peter L. Bernstein explains how heretical, academic research has become investing orthodoxy. And yet, Modern Portfolio Theory is under attack from behavioral finance theorists. Who is right?
WASHINGTON, D.C. – Speaking at the Investment Company Institute’s general membership meeting here today, Chairman Martin Flanagan told attendees that legislators’ concerns over mutual fund fees, particularly in 401(k) plans, may...
There are a lot of millionaires in the United States. More than ever, in fact, according to recent research published by London-based market research firm TNS. But are they turning to financial advisors for help? Well, yes, and no.
For some academics, American Century Heritage Fund might seem like a fluke. The mid-cap growth fund has an annual portfolio turnover of 230 percent, about double the rate of its peers.
when an advisor decides to do business with a particular money manager. In other words, when performance is equal, an effective wholesaler can often break the tie.
If you’re thinking of recommending a target-date fund to an individual or small-business client, or if any of your clients already own one—and considering their burgeoning popularity, they probably do—you better take a good, long...
