The model portfolios are a combination of factor-based ETFs from five different providers, and no strategist fee.

Melding quantitative tools with fundamental research makes investing smarter, but an investment team and the culture needs to keep quantitative inputs and fundamental processes fully integrated.

There are signs fundamental active managers are learning to coexist with the enemy by doing as they do: holding on at all costs.

“A lot of hedges have disappointed, so people are looking for something different.”

Capital expenditures are an important driver of earnings, as equipment is an input for some companies and an output for many others.

Wealth management needs will soar, says report, but many current wealth managers won't, commodities were the one bright investment spot last week, and Kestra Private Wealth brings on a $150 million team.

The active-management shop jumps into passive ETFs in a big way with ultra-low-cost single country exposures.