<i>Breakfast with Benjamin:</i> Investors are waiting for Janet Yellen and the Fed to pull the trigger on rates. Plus: Buying Alibaba via ETFs; S&P and Nasdaq stocks start to separate; hedge funds ride the wave; and annuity product sales hitting double digits.
Wary advisers are taking a closer look at F-Squared Investments, the largest manager of exchange-traded-fund portfolios, which is under investigation for misrepresenting past returns.
The industry blames transparency concerns for a lack of active ETFs, but others aren't so sure
The SEC's potential rules to increase disclosure of mutual fund holdings should be applauded.
iShares fund closures suggests ETFs have a long way to go before they achieve a place in retirement plans.
Loomis Sayles bond fund manager says the firm is “as cautious as we've ever been”
Questions abound in early stages of potential rulemaking to boost oversight.
Exchange-traded fund portfolio builder gets Wells notice from SEC.
Two top-ranked iShares Core exchange-traded funds are both cheap, but their holdings and exposure are quite different.
The money manager, led by CEO Laurence Fink, has come up with a way to avoid 'breaking the buck' with a reverse distribution. It means the shares don't lose value, you just have fewer of them.
Today's <i>Breakfast with Benjamin</i> menu features: Revisiting the idea of pooled 401(k) plans, plus Jack Bogle gives a half nod to Fed policy, the curious appeal of water ETFs, and more rich folks are calling for a market correction.
<i>Breakfast with Benjamin</i> covers Morgan Stanley getting ultra-bullish on stocks, Detroit's big bankruptcy trial kicking off, and how to tread lightly into the MLP space.
Some of the smartest investors, like John Paulson, are bad role models in their choice of exchange-traded funds, which are often celebrated for their low costs.
As financial crisis recedes, participants' risk tolerance levels climb and providers adjust
<i>Breakfast with Benjamin:</i> What's it mean when bears capitulate? Plus: The housing market recovery and homebuilder ETFs; 529s not so popular and here's why; Apple's big news; and the long-term-care insurance question.
On today's <i>Breakfast with Benjamin</i> menu, a look at how smart beta has grown in prominence despite criticism, the performance-killing fees of active management, another type of corporate inversion, and more.
On today's <i>Breakfast with Benjamin</i> menu: Investors still too bullish on gold. Plus: Structuring client portfolios for retirement, about that breach at JP Morgan, Pimco's long, hard fourth quarter, a big real estate deal and an event you shouldn't miss.
A big arbitration award, a story about recruiting bonuses and how Vanguard grabbed Pimco's bond crown were among the most read stories this week on InvestmentNews.com. Plus: Lessons from Robin Williams' estate and another investment team loss at LPL.
At issue was accusations the fund giant engaged in self-dealing in 401(k) plan.
But low fees don't necessarily translate into better performance.
