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By Marlene Y. Satter, AdvisorOne |
May 23, 2012
This week in new hires, Robert Comfort went to LPL Financial, Brendan Clark was named president of Clark Capital Management and Ken Paieski joined UAT.
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By Jane Wollman Rusoff |
November 23, 2011
Our expert panel — John Buckingham, Kenneth L. Fisher, Jeffrey Gundlach, Robert Rodriguez — sees turbulence and opportunity in the year ahead, as history makes clear that presidential election years are usually favorable for the securities markets.
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By Melanie Waddell, AdvisorOne |
September 27, 2011
T. Rowe Price and Legg Mason benefited the most this year as advisors' use of mutual funds grew in 2011, and over the next two years a switch to ETFs and SMAs is expected.
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By John Sullivan, Advisorone |
May 24, 2011
Eaton Vance, Janus, others planning rollouts.
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By Marlene Y. Satter |
May 16, 2011
Net mutual fund flows, both for equity and for fixed income funds, were solidly positive in April, according to data released Friday by Keefe, Bruyette & Woods. Emerging markets saw strong inflows and muni funds were still on the outflow, although that has slowed somewhat.
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By Janet Levaux, AdvisorOne |
November 1, 2010
The KBW Fund Performance Tracker found that equity funds for the 21 asset managers it followed were up about 9.1 percent in September and roughly...
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By Marlene Y. Satter |
September 26, 2010
Can the comparison of three-year risk-adjusted equity fund returns year over year predict fund flow trends?
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By Janet Levaux, AdvisorOne |
May 28, 2010
In the taxable fixed-income group, the bull and ultra-long Treasuries dominate the quarter-to-date and year-to-date charts, according to Lipper data.
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By Janet Levaux, AdvisorOne |
May 28, 2010
The latest Lipper research--tracking fund categories and fund performance--indicates that, among the largest funds, the Pimco Total Return Fund has risen 3.75% year to date, though in the week ended May 28 it declined 0.5%.
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By Gavin Morrissey, JD, LLM, Commonwealth Financial, Gavin Morrissey, JD, LLM, Commonwealth Financial |
December 14, 2009
Estate tax reduction, no setup fees and income and capital gains advantages can make this charitable choice a workhorse for some clients.
