Fidelity's Mark Notkin sees mid-to-high single-digit returns for 2016
A looming earnings recession favors utilities, staples, dividend-payers.
Some analysts say the pullback makes more sense than the rally
Scoring funds for social, environmental and governance factors feeds a growing investor appetite
Hybrid exchange-traded mutual fund called a 'test case', and is already receiving some skeptical reviews.
Improvements to some plans include lower fees and an added layer of investment consultants.
Richard Thaler's cameo in the Oscar contending movie “The Big Short” was a rare moment of glamour for an economist who built his career studying the follies of human behavior.
<i>Breakfast with Benjamin</i> Turns out the key to navigating the current market environment is to do whatever hedge funds are not doing. It's that simple.
When clients want to load up on gold, financial advisers need to stress that holding more than 5% of the precious metal can weigh down their portfolios.
<i>Breakfast with Benjamin</i> Franklin Templeton and BlackRock are each making the case for a move into emerging market debt.
An odd thing happened on the way to last year's credit selloff: The market for risky debt broke into pieces, with some pieces becoming toxic and others remaining relatively in favor.
Most fund managers want to stay fully invested.
Help keep clients invested for the long term, allaying real fears that their money &mdash; and dreams &mdash; may disappear.
Steps advisers can take to avoid getting hurt by the fund giant's rise in the planning space.
Some very well-known mutual fund managers are having years that they probably would rather forget.
Francis Chou returns fees to money-losing Opportunity Fund
<i>Breakfast with Benjamin</i> When it comes to mutual funds, it's important to understand the difference between tax efficiency and after-tax returns.
But for all their charm, ETFs are an increasing concern to regulators
Advisers should assess multifactor ETF options with the due diligence they would apply to an active mutual fund manager.
How are these funds performing? At first blush, not that badly
