Harold Evensky's most recent Newsletter.
Morningstar looked at products from 852 fund families, and of those, only five had inflows of more than $10 billion so far in 2017. (In addition to Vanguard and iShares, they were Dimensional Fund Advisors, Pimco, and Schwab ETFs.) More than half the fund families — 439, amounting to 51.5% — had outflows.
Harold Evensky's newsletter to his readers.
I’m so proud that I’m bursting at the seams, and have to share it far and wide. On March 8, Deena, my partner, wife, best friend, and besherta, will be honored with the Alexandra Armstrong Award that “celebrates pioneers in the field of financial planning.
Harold Evensky's quarterly letter to his readers.