Updated Saturday, July 4, 2015 as of 10:40 PM ET
Can Value Investing Still Trump Growth?
Six years into a bull market, could a value tilt confer an advantage? Here's what the numbers say now.
More in Mutual Funds
With two days left in Puerto Rico’s fiscal year, the cash-strapped commonwealth is struggling to pass a budget that would allow it to make payments on a $72 billion debt load that the island’s governor said is unsustainable. more »
Advisors can take these steps to evaluate funds to ensure they are operating at the highest standard. more »
Investors are flocking to passive funds, but that doesn't mean advisors should ignore the active strategy--both are still relevant for clients. more »
Multi-alternatives are a relatively new fund category that can replicate a large variety of strategies without requiring the costly minimums and fees that usually come with alternatives. more »
The head of a global standards-setting body argues that regulators overreacted to the financial crisis and says banking-style regulation is a poor fit for the asset management industry. more »
The world's biggest investment managers have won a reprieve from plans to label them as systemically important, staving off tougher regulation, as global authorities reassess the move. more »
SEC Commissioner Kara Stein is worried that mutual fund sector is moving beyond the reach of the regulators. more »
It was only the second time in a decade that the funds have shrunk at the start of June, in part because it coincides with a period when investors get paid from maturing debt and interest. more »
Potential rate increases are keeping income investors skittish. Here's how to deliver smart strategy and informed advice. more »
Guide Financial, which counted among its advisors Esther Stearns, former head of Nestwise -- a now-shuttered LPL venture aimed at middle-class clients -- is the latest technology provider to be acquired. 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 »
A review of year-to-date trading activity of U.S. diversified equity mutual funds spots trends that advisors and clients can use to identify the biggest sector movements. more »
Virginie Maisonneuve, chief investment officer for global equities at Pacific Investment Management, will be leaving after helping shutter three active stock strategies at the firm. more »
The July Issue is now online!


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