Long-term success of acquiring companies enhanced by mergers
Big drop from prior month but the unconstrained bond fund nears $1.4 billion in total assets.
Today's <i>Breakfast with Benjamin</i> features a look at how Bill Gross' own money is pumping up his new Janus fund. Plus: The Fed ponders and ponders some more, the surging dollar is poised for a pullback, another Obamacare surprise for tax-filers, and how grandchildren can derail retirement plans.
Determining whether these ideas have a place in client portfolios, and how to adjust allocations to take advantage of them.
Assets flood non-U.S. funds, but a broader allocation comes with trade-offs in a volatile world.
<i>Breakfast with Benjamin:</i> The Fed's rate hike cycle will be different this time. Plus: Don't overlook the energy sector, new risks facing dividend stocks, and Ecuador as a retirement haven of sorts
Liquid alts and robo-advice emerge as major stories
Make-or-break firm classification system gives fund managers more insight into fast-growing funds.
iShares manager says money from active managers was primary driver of record 2014.
On today's <i>Breakfast with Benjamin</i>, brave bond fund managers are starting to gobble up the debt from beaten down energy companies. Plus: Home prices are being held down by oil, top 401(k) plan trends, and what the IPO market looks like for 2015.
Investors pull $105 billion, bringing assets to 2008 levels, but withdrawals slow in fourth quarter.
'The only thing that's working right now is the S&P'
The latest data on target date funds through the fourth quarter of 2014, including a look at how J.P. Morgan has thrived in the space.
The last <i>Breakfast with Benjamin</i> menu of the year features: A cautionary tale on chasing performance; why active management is not dead yet; cheap oil claims its first energy-sector victim; and a reminder that annuities are not investments.
Platforms, popular with RIAs, post tremendous growth for firms, fund managers.
<i>Breakfast with Benjamin:</i> Cheap oil draws interest in energy ETFs. Plus: Finding value under the hood of hedge funds, how to talk like a Wall Street guru, and get insurance or get ready for Obamacare taxes.
As the stock market wraps another solid year, advisers are beginning to wonder how long the indexed-investing run can last and are startign to think about risk management, which means looking for active managers.
New report from Morningstar casts doubt on the relative cost advantages of popular exchange-traded funds. And there is, of course, the Vanguard effect.
Despite potentially lower costs and better outcomes for investors, broker-dealers are taking a cautious approach to a product that could slash their revenue.
In a preliminary decision, the Securities and Exchange Commission has rejected applications for nontransparent ETFs from BlackRock, Inc. and Precidian Investments, determining that the proposals are not in the public interest.
