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Registered Rep.
October 21, 2013
Stan Luxenberg |
A Tactical Turnaround When the market crashed in 2008, most stock funds collapsed. But a handful avoided serious losses, shifting to cash or taking other defensive measures. The winners attracted assets.   |
Registered Rep.
October 7, 2013
Stan Luxenberg |
Is Smart Beta a Smart Idea? Can smart beta funds shine over the long term? Yes, said Rob Arnott, chairman of Research Affiliates, which operates the RAFI family of smart beta benchmarks. |
Financial Planning
October 1, 2013
Ilana Polyak |
Fund Bracing for Market Shocks Managed futures have lost some of their luster, but AQR makes a compelling case for the category. |
On Wall Street
October 1, 2013
Jeff Tjornehoj |
Are Alts Making the Grade? The most recent crop of alt fund contenders are performing like a classroom full of underachievers. |
On Wall Street
October 1, 2013
Donald Jay Korn |
UHNW Investors *Heart* Low-Cost ETFs Use of exchange-traded funds surges as low expense ratios lure the mega-rich. |
Registered Rep.
September 20, 2013
Brad Zigler |
Finding Order in (Commodity) Chaos Managed futures funds have struggled recently, but historically outperform equities (at least on a risk-adjusted basis). Here's how retail investors can play along. |
Registered Rep.
September 12, 2013
Stan Luxenberg |
Against All Odds Rising interest rates have many bond fund investors running scared. But these funds tend to thrive when rates rise. |
Registered Rep.
August 8, 2013
Diana Britton |
Advisors Pick Winning Funds: Skill or Statistical Noise? A new study says advisors are better at predicting future fund winners, but is it skill or statistical noise? |
Financial Planning
September 1, 2013
Laton McCartney |
Manage Fund Income Expectations Advisors should be leery of the fads in mutual fund strategies, warns a top Morningstar analyst. |
Financial Planning
September 1, 2013
Craig L. Israelsen |
Mutual Funds vs. ETFs: Which Performance Better? When a portfolio of mutual funds vies against a portfolio of ETFs, which one comes out on top? |
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