Updated Tuesday, June 30, 2015 as of 9:52 PM ET
Big Firm and Coasting? Ignore Innovation At Your Peril
Robert Arnott, CEO of Research Affiliates, says the financial services industry has to change its mindset toward innovation in order to remain competitive.
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Power has shifted to the advisor, who is acting as the portfolio manager, ignoring intermediaries and going directly to the fund managers or assets they want in their portfolio models. more »
Retirees are breaking tradition and leaving their assets to grandchildren instead of their own; Plus tips to avoid taking out a 401(k) loan. more »
For clients who want to benefit from M&A, one option is to invest in sectors that are in the hot areas of activity. Another is to buy ETFs that zero in on the stocks of companies engaged in acquisitions. more »
Do mashups offer an new investing opportunities or just create financial mush? more »
Potential rate increases are keeping income investors skittish. Here's how to deliver smart strategy and informed advice. more »
A 60/40 mix won't offer full diversification. Seeing the historical performance of various asset allocation models can help advisors make better choices for clients. more »
Mutual funds and ETFs with overlapping holdings cloud the waters for rules aimed at tax-loss harvesting in individual securities. Be sure you're not putting clients at risk. more »
An increasing number of emerging markets players are paying dividends -- and seeing higher average returns than non-payers. more »
Openfolio has quickly grown into a community of more than 25,000 investors, all drawn to the idea of seeing what various members are investing in and comparing portfolios to measure how they are doing. more »
After years of low interest rates and rising stock markets, once-conservative strategies might actually be putting investors in risky situations. Here's where some income investors are going wrong. more »
Gold's traditional role as a store of wealth has been usurped by contemporary art and apartments in cities such as New York and London, according to Laurence D. Fink, head of the world’s biggest asset manager. more »
Because the various fund sponsors report data inconsistently and often with delays, it's hard to get a clean comparison between rival offerings. more »
Investors dumped ETFs that invest in bonds ahead of yesterday's Fed statement on concern officials would get closer to raising interest rates. more »
The June Issue is now online!


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