Reports find understanding remains scanty and strategies used don't always match goals.
<i>Breakfast with Benjamin</i>: The third quarter was not kind to active fund managers, with two-thirds unable to beat their benchmarks.
<i>Breakfast with Benjamin</i>: Now that hedge funds have the green light to market their wares, they're zeroing in on independent advisers.
RIA custodian is also "taking a look" at role of Morningstar in selecting funds and considers sharing data on advisers, according to an executive.
The goal of alt funds, which track such things as commodities and hedge fund strategies, is to provide returns that don't move broadly in tandem with stock and bond markets. Here's how they did.
Firm has raised $8.1 billion for its seven Bridge Builder funds this year as it moves money from its fee-based platform.
Recent fund performance is leaving higher-profile competitors in the dust.
Remedies include clarifying rules for canceling trades, loosening short-selling restrictions and protecting small investors by restricting some orders.
Stock market volatility drives up the appetite for alternative strategies.
New liquidity rules would require mutual funds and ETFs to develop risk management programs and allow for 'swing pricing.'
Schwab's fund platform is expanding to 198 the number of ETFs that trade without commissions.
<i>Breakfast with Benjamin</i>: If you can believe it, Janet Yellen is still teasing the markets with the idea of rate hike this year.
<i>Breakfast with Benjamin</i>: If you thought 2014 was a rough year for mutual fund capital gains taxes, you might want to start adjusting those portfolios to avoid a repeat.
The trick is knowing when and where to move in or out.
Topping the list of the best-performing exchange-traded funds of the past 10 years is the PowerShares Dynamic Pharmaceuticals Portfolio, with an eye-popping return of 420%.
With the $3 trillion in exchange-traded funds worldwide expected to double by 2020, the powerful bank is preparing to launch its first line of them.
New analysis suggests the difference between top and bottom unconstrained funds was Treasury exposure and the effectiveness of the manager's market timing.
Allowing mutual funds to flip a switch and turn on exit fees for investors on a moment's notice seems reactionary and short-sighted.
New ActiveBeta funds, which try to beat the market, give Goldman a foothold in ETFs.
Rules governing markets need to be updated because they aren't designed to cope with the proliferation of exchange-traded funds: BATS CEO.
