Thu, 1 Dec 2016
Three elements must be present in order for the Rule to apply to an advisor communicating with a plan participant or an IRA owner.
Fund flows during the first quarter revealed that investors moved from more defensive to higher-yielding bond funds, and flows into passive bond funds picked up.
Morningstar's Dan Culloton sizes up the fund firm's top and bottom performers year-to-date, discusses CIO Gus Sauter's impending retirement, and more.
The fund giant saw an executive-management shuffle, ultra-short-bond fund launch, new lower-touch advisory service, and continued inflow domination.
Most Vanguard funds delivered another solid year in 2013, but management changes and a shift out of its fund comfort zone are things to watch this year.
Although some Vanguard funds underperformed their peers during the market rally, the firm had more portfolios in the top quartile of their categories than in the bottom quartile.
Morningstar's Dan Culloton weighs in on the company's flows, new products, manager changes, and performance so far this year.
Investors should keep tabs on a few key indicators as Vanguard switches the benchmarks for 22 of its index funds.
Curiously, the fund industry's most popular fund company resembles its least popular firm.
I am not in any way affiliated with any of the funds and/or fund companies I write about
This investor is looking to better-position an inherited IRA for RMDs--and future growth.
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