Displaying 526 results
‘Smart beta’ tops the list of 2015 financial-term searches
Breakfast with Benjamin: Smart beta was the top financial search term on Investopedia in 2015, and for good reason.
Guggenheim plays the value card with new Dow dividend-focused ETF
Flip-flopping the weightings of the traditional Dow 30 stocks
Third Avenue fund’s meltdown sheds new light on the value of prospectus reading
Some advisers swear by it, while others shun it as useless legalese.
The bond market selloff has sparked fears that the Fed might not hike rates today
Breakfast with Benjamin: The bond market selloff has sparked fears that the Fed might not hike rates today.
Manager of a fake hedge fund faces real prison time
Breakfast with Benjamin: Security guard/waiter/travel agent posing as a hedge fund manager has been convicted of stealing more than $800,000 from 17 investors.
Pimco and Eaton Vance funds hit unsuspecting investors with big capital gains
Fund names can be deceiving and when outflows hit, distributions are unavoidable.
Green energy investing takes center stage
A commitment that can make investment performance a lesser priority.
Mutual fund outflows add to the pain of capital gains distributions
Mutual fund outflows can spell capital gains disaster and this year, some funds with low turnover are reporting sizable capital gains distributions as managers sell securities to meet investor withdrawals.
Hedge funds are waking up to redemptions
Breakfast with Benjamin: The trend of redemptions could mark a turning point for pricey hedge fund strategies that sometimes underperform.
$25B institutional money manager takes a leap into retail
Three mutual funds just the start for Pzena Investment Management.
DoubleLine’s Jeff Gundlach plans new global bond fund
DoubleLine's Jeffrey Gundlach plans a new global bond fund just as a potential Fed hike could create new risks and opportunities for managers.
The endless and irrelevant financial woes of presidential candidates
Breakfast with Benjamin: Presidential candidates are not always good at managing their own money, and voters don't care, or need to.
Chinese stocks go from a sell to a buy just like that
Breakfast with Benjamin: Emerging-markets fund manager who darted out of Chinese stocks at the best possible time is now moving back in.
Schwab, Morningstar partner on 401(k) managed accounts
Schwab Retirement Plan Services is trying to get advisers more involved in 401(k) managed accounts through a new service for customized fund selection and portfolio construction for participants.
Investors facing the dark side of MLP investing
Poor performance could send the income-generating category back to direct investing, where it belongs.
Insurers adding optional death benefits to IOVA contracts
The optional features allow for more investor choice and seek to capitalize on strong IOVA sales.
Jim Cramer’s stock picks miss the mark
Breakfast with Benjamin: TV stock barker Jim Cramer received a failing grade from a finance professor for a dismal 28% success rate in picking stocks.
Morningstar shines an ESG light on all mutual funds and ETFs
New zero-to-100 rating would indicate the environmental, social and governance impact of a fund's holdings.
MassMutual teams with Envestnet on defined-contribution managed-account service
Insurer is trying to capitalize on big growth seen among asset-allocation products in the DC market and betting managed accounts become more widely used.
Fallout at Fortress Investment Group
Breakfast with Benjamin: Top hedge fund manager Michael Novogratz (pictured) hits the bricks, and the firm is closing its flagship macro hedge fund.
