Now executive chairman of European ETF firm, he calls the industry “rather stale”
Monday's <i>Breakfast with Benjamin</i> Distinguishing financial planner from investment adviser. Plus: Gold looks tarnished, the Russell 2000 heads into 'death cross' territory, buying stocks in a buyback cycle, bank stocks in a rising-rate market, and another tax penalty, courtesy of Obamacare
Wary advisers are taking a closer look at F-Squared Investments, the largest manager of exchange-traded-fund portfolios, which is under investigation for misrepresenting past returns.
The industry blames transparency concerns for a lack of active ETFs, but others aren't so sure
iShares fund closures suggests ETFs have a long way to go before they achieve a place in retirement plans.
Loomis Sayles bond fund manager says the firm is “as cautious as we've ever been”
Exchange-traded fund portfolio builder gets Wells notice from SEC.
Two top-ranked iShares Core exchange-traded funds are both cheap, but their holdings and exposure are quite different.
Some of the smartest investors, like John Paulson, are bad role models in their choice of exchange-traded funds, which are often celebrated for their low costs.
<i>Breakfast with Benjamin:</i> What's it mean when bears capitulate? Plus: The housing market recovery and homebuilder ETFs; 529s not so popular and here's why; Apple's big news; and the long-term-care insurance question.
A big issue for advisers and investors is the ever-expanding universe of ETFs.
The funds include iShares' target-date lineup and Pimco's foreign-bond trackers.
BlackRock, fielding question on rival Vanguard, says it's best suited to educate the market about the power of ETFs.
But funds are built differently and due diligence is critical.
Lower broker-dealer bond inventories and growing use of high-yield funds could test markets, increase price swings.
New measures aim to combat challenge of assessing performance; investible products may not be far behind.
<i>Breakfast with Benjamin:</i> Market volatility headed your way. Plus: Hidden ETF risks, Buffett hoards cash, SEC whistleblowers come out of the woodwork, the upside of passive real estate investing, and how Millennials blow through their money.
Underlying risk metrics suggest the Pimco Total Return Fund continues to have a tough time beating competitors.
Jumping on trend, UK bank follows on the heels of Sallie Krawcheck's new fund launched last month.
