Facing pressure to move retirement-plan clients to investment vehicles with dramatically lower fees, the fund giant is moving assets to new trusts.
More Fidelity stock funds are suffering withdrawals than adding money this year. What gives?
A big issue for advisers and investors is the ever-expanding universe of ETFs.
The funds include iShares' target-date lineup and Pimco's foreign-bond trackers.
A former lawyer for the firm has filed a lawsuit alleging the company avoided about $1 billion in taxes over 10 years
<i>Breakfast with Benjamin:</i> The Fed and chief Janet Yellen get more ammo to hold down rates. Plus: AIG inches back into DC lobby; why some stocks never split; and where the smart money is going
<i>Breakfast with Benjamin</i> brings you up to speed on reactions to Janet Yellen's mixed messages on the U.S. job market, gold's surge, and Russian mutual funds' fall.
BlackRock, fielding question on rival Vanguard, says it's best suited to educate the market about the power of ETFs.
Judge poised to rule on whether a trial can proceed on claims the company violated its fiduciary obligations.
Today's <i>Breakfast with Benjamin</i> looks at the impact of the junk bond selloff, Morningstar's approach to nontraditional bond funds, how higher rates will ripple across the economy, and much more.
But funds are built differently and due diligence is critical.
Lower broker-dealer bond inventories and growing use of high-yield funds could test markets, increase price swings.
A trade group's study says tough competition between fund managers is driving fees in 401(k) plans lower — but investors still may not be getting a good deal.
Bank-owned money manager may look to acquisitions to drive growth .
Exposure spooks investors and assets decline, with some funds losing 33%
New measures aim to combat challenge of assessing performance; investible products may not be far behind.
Bond guru addresses a wide range of issues, from low volatility to interest rate risk.
Friday's <i>Breakfast with Benjamin</i> feature: Global markets collide with geopolitics as Obama orders airstrikes. Plus: Gold bugs rejoice; a senator takes parting shot at Wall Street; hidden risks in mutual funds; and find your perfect TV office.
Funds, and investment gurus the likes of Warren Buffett, are augmenting their cash positions as volatility enters the market.