Performance makes funds seem bedeviled, but sometimes curse lifts.
<i>Breakfast with Benjamin:</i> Oil traders put on their seatbelts. <i>Plus:</i> Hedge funds becoming mutual funds; it's going to be a good holiday for tech gadget junkies; and the big difference between a purebred heritage turkey and the one you'll probably be eating tomorrow.
'Swallowing hard' and sending checks to clients, Guggenheim sticks with strategy for advisers.
Wall Street strategists have crunched a lot of numbers recently in an effort to answer a simple question: Why have active fund managers done such a lousy job picking stocks this year?
Largest U.S. exchange-traded fund that tracks mainland Chinese stocks sank more than 7% after policy makers tightened curbs on the local debt market, fueling a rout across asset classes.
The level of noise surrounding the financial markets can interfere with sound decision-making.
Single-country funds average 12-month gains of 55% but region can be volatile for investors.
Real assets making up 10% of institutional "inflation buckets."
Betting that inflation will reverse gold's slide
The agency's goal is to ensure funds are liquid enough to meet client redemptions.
Financial advisers doing end-of-the-year planning for clients must begin the work of reconciling the gains of the U.S. economy and financial markets with mutual fund and ETF capital gains that could increase those clients' tax liabilities.
Due diligence on funds requires blending performance data with professional judgment
Mutual funds with sales charges and distribution fees are on pace for their fifth and possibly largest-ever year of redemptions.
New platform aspires to be an alternatives outsource for financial advisers.
Trading debt and equity for a distribution relationship may not be right for all advisers.
Money manager attracts $6.7 billion as Pimco's flagship bleeds: Morningstar.
Redemptions top the $23.5 billion that left Pimco in September as investors continue to pull money in the wake of Bill Gross' exit.
Giant of active management joins other fund companies asking for new rules to allow it to offer more ETFs.
Luck and skill should be of great interest when evaluating active managers and here's one way to assess the balance.
Unconstrained bond funds have showed disappointing returns this year; 1.7% year-to-date compared with 5.6% for its benchmark.
