Advisers should continue to monitor the situation at Pimco closely, explore other options for assets that are housed at the company and keep an open mind.
Employers are turning to a new kind of adviser to help their employees save for retirement, a new survey shows.
Rules in favor of Fidelity employees who say they were fired for reporting fraud.
Lack of time to learn the complexities leads to lack of confidence.
Pacific Investment Management Co., the world's biggest bond manager, plans to start 19 actively managed exchange-traded funds as co-founder Bill Gross further diversifies the firm following Chief Executive Officer Mohamed El-Erian's resignation last week.
Don't be surprised if the stock market corrects by as much as 10% this year, but "the bull market we're in now will be the best in our lifetime,” according to Schwab's Liz Ann Sonders. What can you do to keep your clients in equities?
Breakfast with Benjamin: JPMorgan's Madoff missteps, Prudential's bullishness, ETF inflows' lessons, gold bugs' squashed state and Kraft's Velveeta shortage warning. Plus: pot stocks vs. prison stocks.
Charitable income tax deduction one of the few tax shelters remaining.
“It has been pretty clear for a while that Dan [Ivascyn] is part of the next generation of leadership at Pimco,” said Michael Rosen, chief investment officer at Angeles Investment Advisors, a consultant to institutions. “He has done well and he's a good guy.”
iShares, Wisdomtree launch new funds taking advantage of the government's new floating-rate notes.
Market Vectors partnership gives U.S. investors direct access to Chinese exchanges.
A new fund seeks to provide exposure to hard-to-access Chinese stocks but the drawbacks are significant.
<i>Breakfast with Benjamin:</i> A man called "Mr. ETF," plus the skinny on Dave Camp's tax plan, Edward Jones settles cold calling case, a Wall St. cop moves on and a new take on "insider" trading.
Warren Buffett, the billionaire chairman of Berkshire Hathaway Inc., cited a farm he's owned since 1986 in cautioning individuals against frequent buying and selling of stocks.
Hedge-fund manager David Einhorn cautioned against betting on the extension of a U.S. stock- market rally that he said was fueled by conditions that are difficult to sustain.
Fidelity Investments, the second- largest U.S. mutual fund company, reported a 13% increase in operating income last year as the rally in equities boosted assets.
It took Abigail Johnson 25 years to take charge at Fidelity Investments, the money manager controlled by her father. As she picks a new head for the firm's asset-management unit, her choice is likely to be a company veteran who rose through the ranks like she did.
Study shows usage rose 27% annually over five years as hype has grown.
As strategists warned of calamity, investors dropped $3B a week into emerging-market funds.
<i>Friday's menu:</i> Gold rides high on the taper effect, playing smart defense with a wide-moat ETF, blaming cold weather in February, stirring the income inequality pot, why you should complete your LinkedIn profile, and the SEC shows some love.
