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In Labor Department's fiduciary proposal, a nod to passive investing
Brokers who sell index funds may get a leg up from newly proposed requirements that would impose more stringent advice standards.
American Funds charges into 2015 with best sales in seven years
The mutual fund favorite pivots, finds success with financial advisers as investors look outside the U.S. (Don't miss: The first quarter's best and worst mutual fund groups)
Fidelity fights back against 'active share'
Facing outflows in its actively managed funds, the $2 trillion money manager lashes out against a popular measure that more advisers and investors are using to pick funds.
DoubleLine's Shiller CAPE fund beating rivals while adding smart alpha to smart beta
Fixed-income foundation pushed fund to the top of the large-value category.
If you tread at all into the energy sector, tread lightly
Despite its size, Royal Dutch Shell's $70 billion acquisition of natural gas giant BG Group is far from a green light for investors to jump headlong into energy, even as some M&A experts forecast a wave of mergers in the industry.As entry points go, energy is very much a stock-pickers market, which
Vanguard digital advice platform gives investors choice on active vs. passive
Stock-and-bond pickers are a side dish served on request in soon-to-come digital advice offering.
What advisers need to know about bond fund duration ahead of an interest rate increase
The risk-management tool is a Catch-22 for fixed income investors who need to think big picture.
Stocks are looking more wobbly by the day
Breakfast with Benjamin: As the equity markets start to wobble, analysts start to claim they saw it all coming.
The surging dollar could crush unhedged global mutual funds
Simple ways to remove the currency risk are available but advisers need to find — and understand — them.
Ex-F-Squared CEO's conduct 'did not cause loss or harm to anyone': lawyers
Howard B. Present “acted in good faith” when he led F-Squared Investments, the firm that said it misled clients about its investing track record during his tenure, lawyers for the former executive said in court filings.
Highland Capital ramps up liquid alternative strategy push
Catching the wave of the fast-growing category, asset manager plans to launch new platform for alts.
Small cap stocks go large on dividend payouts
Dividend income is increasing from an unlikely source: small companies. It's a trend that has the potential to throw a wrench into traditional asset allocation models, and even add a performance boost to dividend-focused mutual funds as smaller companies are added to portfolios typically dominated
Foreign mutual funds look like a good way to dodge some U.S. market risk
Breakfast with Benjamin: Foreign mutual funds might be a good hiding spot for investors as U.S. stocks peak in cost.
Rising interest rates to test REIT strength even as investors seek diversification
Attractive yields aside, real estate investments wrapped in a mutual fund are not bonds.
Investors shun stock pickers, favor Vanguard, BlackRock, State Street
Fund sales switch decisively toward plain-vanilla, index investing, move out of Pimco Total Return has big impact on flows.