Loaded up with goodies, gimmicks and hope
Midweek <i>Breakfast with Benjamin:</i> Republicans ready to rule. Plus: What investors might expect, advice from Jack Bogle, the hits keep coming for Nick Schosch and Pimco's bad October.
Approval of annuities in 401(k) target date funds, including as a default investment, will make lifetime-income features more popular.
On today's <i>Breakfast with Benjamin</i> menu, Bill Gross' Pimco exit is changing the way we look at star fund managers, Japan's latest stimulus plan triggers a market rally, watching out for those mutual fund tax burdens, and more.
Money manager looks to better reach advisers by selling the fast-growing funds, leveraging newly acquired VelocityShares.
Weak economic numbers and an Ebola panic spurred a pullback, causing the S&P 500 to give back the year's gains.
Deal will give advisers access to sector reports and pick lists, as well as daily, weekly and quarterly outlook reports.
Move comes on heels of record withdrawals from Pimco Total Return after Gross exit
Head of the agency's Division of Investment Management will leave before the end of the month
Pattern of investors moving out of stocks could be set for balance of the year and into 2015.
<i>Breakfast with Benjamin</i>: The bitter economic costs of cheap oil, plus notes on taking advantage of the rising dollar, avoiding bond funds like the plague, and running toward market volatility.
Recent global economic and political turmoil leads to doubt about forecasts from Federal Reserve officials &mdash; and most Wall Street economists &mdash; that the Fed will begin to lift its benchmark interest rates in mid-2015.
Interest in socially responsible investing (SRI) is increasing rapidly. From 2003 to 2012, SRI assets in the U.S. grew 54% to reach $3.31 trillion,1 according to the Forum for Sustainable and Responsible Investment (US SIF Foundation). This represents roughly 10% of assets under professional investment management in the U.S. as tracked by Thomson Reuters Nelson.
Some investment pros see buying opportunity in closed-end funds as trading volatility increases
Track the performance of the best and worst target-date funds through the third quarter, and see <a href="http://www.investmentnews.com/article/20141026/REG/310269997/conservative-target-date-funds-weathered-the-third-quarter-market-rout" target="_blank">which funds best weathered the market's volatility.</a>
Morningstar researcher suggests 30% allocation to annuities - and more equities.
Custodian considering jumping on bandwagon popular with RIAs as other platforms grow big.
