The investing world's current darlings, ETFs, get no love from 401(k) plans. Many advisors say the problem is simple: ETFs just aren't a good match for 401(k)s.
by James Picerno
Financial innovation is under fire. Failing to beat the market is only one reason.
by Marla Brill
Were ETFs victims or culprits that day, when they were jolted more than other kinds of equities?
by John Graves
As advisors, we should avoid forecasts and look for good companies with strong free cash flow and sustainable dividends.
by Burt White
Will the falling economies of Greece, Spain, Hungary and others be strong enough to lead to the toppling of the global
economic recovery and emerging expansion?
There might soon be a day when at least half of the mutual-fund
community converts its traditional funds into ETFs.
So much for the recent turmoil in the markets. Financial advisors are
seemingly bullish on several classes of equities, according to a survey from Russell Investments.
Some financial
advisors, focusing on the burgeoning strength of the U.S. economy, have
seen this spring's troubles as a buying opportunity.
Does the world need another mutual-fund screener? Not if it behaves like
all the others. But this RIA offers some fresh ways of looking at investments.
Morningstar Inc., the immensely powerful arbiter of the mutual
fund industry, is turning its attention to a corner of the business it
has long ignored: closed-end funds.
When financial markets swoon like they did on Thursday, it can pose a test for advisors' relationships with clients.
by Michael M. Golub
The elements are in
place for a period of substantially rising interest rates, and current
bond holders are going to see their portfolios struggle to even keep up
with inflation...
Among mutual funds, the pain from the recent market downturn was felt
far and wide-but not shared equally. The same can be said of the
relief experienced so far in the recovery.
by James Picerno
A fresh look at an old idea: momentum investing.
by Caren Chesler
Fund managers believe large-cap stocks are poised to move ahead.
by Gail Liberman
Popularity, turnover, structure and other factors affect index funds and ETFs.
by Edward K. Riley
Investor portfolios were torpedoed by over-diversification and unquestioning acceptance of the efficient market hypothesis.
Mutual funds may need to come with a blunt warning label just like a pack of Lucky Strikes.
