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Fidelity Investments
Funds with the lowest P/E ratios
While some funds show low valuations, S&P and Dow both stand at post-crisis highs.
Fidelity cuts target-date fund fees amid competition
In addition to investor class and institutional reductions, the firm is also rolling out new offerings combining active and passive strategies.
Top 20 funds with highest 3-year Sharpe Ratios
Clients have the luxury of focusing on returns, but advisors need to add “risk adjusted” to their vocabulary.
Voices: Funds like Magellan need gamblers like Bill Gross
Even profitable bond managers will have to up their game to remain relevant because in many cases investors have better options.
Top small-cap funds over past 5 years
While passive funds track an index, active managers can still beat the averages and earn the much-discussed small-cap premium.
Fifth Third Bank launches digital advice platform
The new platform aims to scoop up mass-market clients with just $5,000 in investable assets.
Is investing in an HSA a good idea?
Investments as a percentage of HSA assets are growing, but advisors should give clients a complete picture of risks and rewards.
Lowest-cost, top-performing funds
When clients are too focused on returns, bring the discussion back to expenses.
What firms are winning the hybrid advice race?
J.D. Power broke down self-directed investors into two categories for the first time, making the results especially instructive for advisors.
Top target-date funds for newbies
They have time on their side, but compounding won’t work if they’re all in cash.
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