<i>Breakfast with Benjamin</i> Avenue Capital decided to deal with the outflows from its junk-bond fund by not reporting them to Lipper and Morningstar. That should do the trick.
Diversifying beyond a single fund or single strategy is key.
The money manager doesn't see a bright future for go-anywhere funds, with the notable exception of his own DoubleLine Flexible Income Fund.
After taking in $238 billion in 2015, it's time for the annual reading of the fund flow tea leaves
Massachusetts' Securities Division sent out a subpoena Monday to look into the fund closure and liquidation plan.
Rule limiting fund leverage represents one of the most aggressive responses by regulators to risks exposed during the 2008 financial crisis
You know that international diversification is a wise move. After this week, your clients may need more convincing.
<i>Breakfast with Benjamin</i> Clever calculating that counted capital gains reinvestments as inflows gave Pimco's flagship fund its first month of inflows since April 2013.
As investors rush to protect their portfolios in a tumultuous start to the year, odds are they will be using options on exchange-traded funds to do it.
<i>Breakfast with Benjamin</i> While it might be tempting to pit the Bond King's new Janus fund against the Pimco Total Return Fund, they are different animals.
That date still leaves some ETF fans shaking in their boots. The report tells us what happened, but not why or what to do to prevent future recurrences.
Some highs and lows, swings and misses
Plus: You ain't seen lame until you've seen Congress next year, money manager M&A peaks, avoiding financial fraud, and how the rich get and stay rich
Broker-dealer agrees to a $1.4 million fine and will return investor money on approximately 2,000 sales of nontraded REITs. Firm also settles with states regarding leveraged ETFs.
Fund industry worries about fallout from results of SEC exam sweep on distribution fees.
<i>Breakfast with Benjamin</i>: Smart beta was the top financial search term on Investopedia in 2015, and for good reason.
Flip-flopping the weightings of the traditional Dow 30 stocks
Cerulli sees ETF assets more than doubling to $6T by 2020
