Guggenheim Partners LLC, an investment firm founded by the famous family for which it is named, announced today it is acquiring Security Benefit Corp. — and with it Rydex SGI.
Soviero tops among managers of diversified U.S. equity funds over the past ten years; big chunk of junk
Moving funds from CDs into checking accounts, money market deposit accounts; poised to get back in the market?
Lawyers cite risk of information overload; 'confusing' to participants
As part of the Pension Protection Act of 2006, the Labor Department granted plan sponsors a “safe harbor” to enroll participants automatically in a handful of investment products designated as qualified default investment alternatives
More detail? Less detail? Groups disagree about the DOL's plan to hike disclosure about the funds
Rule requiring greater disclosure draws fire from retirement plan providers
The Labor Department today proposed a rule aimed at providing 401(k) plan participants more details about target date funds used in retirement plans.
Active exchange-traded funds for the most part have been slow to take off
The ICI and unions are going toe-to-toe over whether mutual funds pose any major systemic risks to the U.S. financial system -- and if the mutual fund industry needs extra oversight
Executives at BlackRock Inc. and Invesco PowerShares Capital Management LLC are calling on regulators to address suitability requirements for the sale of sophisticated ETFs, such as commodities-based and leveraged funds.
Index specialist carving out big piece of the action; 'investor favorability' cited
T. Rowe Price Group Inc. appears to be inching closer to launching its first actively managed exchange-traded fund — a fixed-income offering — and experts predict that it will be the first of many of its kind this year.
Some large mutual fund companies including Fidelity Investments and J.P. Morgan Asset Management might have to shell out more money to stay on The Charles Schwab Corp.'s transaction fee platform
Veteran portfolio managers Larry Pitkowsky and Keith Trauner have “put the band back together” in the form of Goodhaven Capital Management LLC.
Fairholme Capital Management LLC, the investment firm run by Bruce Berkowitz, said its funds will sell their stake in General Growth Properties Inc. to Brookfield Asset Management Inc. in a deal valued at about $1.7 billion.
Agricultural commodities represents a creative way to invest in the world's emerging middle class, according to Philip Tasho, founder and chief investment officer at Tamro Capital Partners, which manages $1.4 billion in asset management.
As Pimco takes over the distribution of all its funds and expands its equity fund lineup, it plans to cut expense ratios and arm financial advisers with more research and access to its investment managers
Cumberland Advisors, which manages $1.5 billion in separately managed accounts, has shifted its portfolio to 20% cash — the highest that it has been since early 2008, over fears related to the situation in Egypt
Equities that fell furthest last year are surging the most in a decade, reversing the fortunes of mutual funds and signaling that developed countries, banks and Asian exporters will extend the global rally
