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Federal Reserve seen on track for rate cut this year

June 14, 2019

The Federal Reserve will likely cut interest rates this year but not nearly as aggressively as investors expect, according to a Bloomberg survey of economists. Respondents to a June 7-12 poll saw policymakers lowering rates by a quarter point...

BlackRock: Focus on ETF quality, rather than cost

June 13, 2019

BlackRock Inc. is tired of the conversation about cost. The world's largest asset manager, which runs some of the cheapest investment products available, plans to place a greater focus on the quality of the engineering, construction and management...

The new paradigm of portfolio construction

June 13, 2019

Current thinking about the best way to construct investment portfolios stems from seminal events in 1952, 1993 and 1605. Yes, 1605. That was the year when perhaps the cornerstone of portfolio construction — the value of diversification —...

Fixed-income focus: Beware ending up with the 'ultra-short' straw

June 12, 2019

So far this year, the Federal Reserve has gone from being in a firm rate-hiking cycle into a so-called "Powell pause" — where it put interest rates on hold due to slowing global growth and rising risks to the U.S. economy. Following an extension...

Betterment offering automated investing and advice for Optum Bank HSA

June 12, 2019

Health savings account customers of Optum Bank, one of the nation's largest HSA providers, can now use Betterment for help investing HSA money. Betterment CEO Jon Stein announced the new partnership Wednesday at CB Insights' annual Future of...

Mohamed El-Erian: What the market rebound is telling investors

June 10, 2019

Investors heavily exposed to U.S. stocks just had their best week of the year. But the rebound also raised several questions related to market behavior, policy and economics. How they are answered will prove consequential not only for market...

Robo offers SRI portfolios supporting racial justice

June 6, 2019

OpenInvest, a digital advice startup focused on impact investing, is introducing a new spin on socially responsible investing by building portfolios consisting only of companies committed to racial justice, both in the workforce and among executive...

As market indicators go, the president trumps everything

June 6, 2019

Whether you like him or not, President Donald J. Trump is having a measurable impact on the financial markets, although maybe not in the ways he expects or would prefer. "Trump has a particular talent for causing wedges, driving markets and...

Why a lack of diversity may be hurting your 401(k) clients

June 5, 2019

The defining trait of a successful investment committee is the ability to make prudent decisions. The best decisions are typically made as a result of asking critical questions, considering viable alternatives and coming to a consensus on the...

Price war expands as Fidelity cuts fees for target-date funds

June 5, 2019

Fidelity Investments is cutting fees for a popular retirement vehicle called target-date funds as a price war among financial giants spreads across products. The Boston-based company announced Wednesday a 14% price reduction on entry-level share...

ETFs now used by 88% of advisers, FPA survey finds

June 4, 2019

For the fifth year in a row, exchange-traded funds remain the most popular of 22 investment options in a survey of financial advisers by the Financial Planning Association. Currently, 88% of advisers surveyed currently use or recommend ETFs....

FS Investments and KKR merging more BDCs

June 4, 2019

FS Investments and KKR Credit Advisors are once again working on merging various business development companies, this time combining four nontraded BDCs into one publicly traded one. Plans call for the merged BDC, with $9 billion worth of assets,...

Investors are headed to extra innings

June 4, 2019

After a wild and disappointing finish to last year, investors were bracing for more tough times ahead. Instead, with the S&P 500 Index knocking on the door of a bear market long in hibernation, suddenly and seemingly all at once, everything...

One of the most hated tax breaks in America just won't die

June 3, 2019

One of private-equity and hedge-fund managers' most prized tax breaks is again in politicians' cross hairs, but Democrats would need to sweep the 2020 election if they want to pull the trigger to kill it. President Donald J. Trump said in May...

Movie director's family office looks at investments through an ESG lens

June 3, 2019

James Cameron has thrived on disaster and dystopia over his 40-year career. But when it comes to personal investing, the Hollywood director is betting on a better future. Mr. Cameron, whose films have grossed about $6 billion worldwide, and...

Overcoming reservations about converting to investment models

May 30, 2019

With few exceptions, advisers today should be using investment models, which save time, improve processes and allow them to spend more time with clients, all of which directly correlates to higher profits. Many advisers will scoff at that, believing...

The robo-advice market is growing, but changing

May 30, 2019

The market for direct-to-consumer digital advisers continues to grow, according to a new report from research firm Aite Group. Assets under management at direct-to-consumer digital advisers increased 15% in 2018, reaching a total of $257 billion...

Selling your firm, even if you've never thought about it

May 29, 2019

Even if you've never thought about selling your financial planning firm or practice before, now's the time to familiarize yourself with the landscape. Just look at what's going on in our industry: Goldman Sachs is buying United Capital. Ric...

Overlooked fund category is dominating 2019

May 29, 2019

The stock market's volatility over the past several months has generally favored actively managed investment strategies, in a switch from passive strategies' generally stronger performance in recent years. But the biggest surprise so far this...

Are China trade tensions a concern among your clients?

May 28, 2019

Financial advisers need to be prepared to discuss China with clients, as the country will increasingly play a role in the global economy and will become more of an investment priority, according to a bonds expert. "China matters a lot to the...

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