Morningstar

Advisor Upside

Morningstar to Launch Public-Private Model Portfolios With Funds From Apollo, Franklin Templeton, JPMorgan

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The six portfolios will be made of ETFs and interval funds managed by Apollo, Franklin Tempelton and JPMorgan.

2 min read

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Advisor Upside

Diversification Is Better than a Free Lunch

Owning a broad basket of investments may be the only way to reduce a portfolio’s risk, without simultaneously reducing its expected returns.

3 min read
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Advisor Upside

How Advisors Plan on Exposing Clients to SpaceX

Everyone wants a piece of the action. What’s the best way to invest in the Elon Musk-led company?

2 min read
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Advisor Upside

Buffer ETFs the Real Winners in Active Management, Goldman Says

Instead of replacing core equity exposure, buffer funds may work better as substitutes for part of a portfolio’s fixed-income allocation.

2 min read

ETF Upside

Fee Wars Are Changing Which ETFs Go to Market. Here’s How

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When smaller issuers can’t compete with the major index providers, where do they go?

2 min read

Personal Finance

Trump’s Retirement Savings Plan Offers Potential Bonanza for Firms Like Fidelity

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If the accounts come to fruition, they could achieve a longtime goal of industry advocates and policymakers on both sides of the aisle.

2 min read

Banking

White House Affordability Push Grabs Big Bank Bulls by the Horns

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The six largest US banks paid more than $140 billion in dividends and buybacks last year, setting a record, according to Bloomberg.

2 min read

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