Displaying 526 results
Krawcheck to advisers: ‘Middle-aged white guys’ must help women get raises
At Morningstar conference, the former Merrill Lynch boss said gender pay gap is a key obstacle to retirement savings.
Bond fund alternative is turning heads with hot performance
Income stream made of put options is up 12.7% so far this year, triple the S&P 500.
Legg Mason latest mutual fund manager to step into ETFs
Fund company's new products attempt to capitalize on the growth of smart beta.
Abandoning alternative investments at this point is based on twisted logic
Just because your house hasn't burned down yet doesn't mean you can skip insurance.
F-Squared’s assets down 33%; settlement fails to stanch outflows
Near $8 billion loss tracks the indexes of a once-top boutique portfolio manager: Morningstar.
Legislation would allow B-Ds to publish ETF research without fear of breaking securities laws
Bill proposed by former broker passes key committee, would raise competition with Morningstar.
Vanguard’s China play ups the ante for industry
Other fund companies may find it difficult to match Vanguard's promise of access to a hot market.
Latest Obamacare ruling could spark a sell-off in health care sector stocks
Sudden volatility could create short-term buying opportunity.
How Fed policy is wrecking the bond market
Breakfast with Benjamin: Welcome to the upside-down world of too much liquidity creating illiquidity.
Salient Partners designs liquid alts strategy with advisers in mind
Waiting for a market pullback so alts can strut their stuff.
Major benchmark punts on adding China’s booming markets to global indexes
MSCI says it will open the door to the world's hottest stock market, just not yet.
Fiduciary safe harbor for index funds faces uphill battle
Labor Department proposal faces fund industry opposition and some supporters say safe harbor for index fund sales is unlikely.
Vanguard finds another way to get its ETFs in your clients’ hands
With new presence in the ETF strategist game, Vanguard wins Envestnet, Cambridge and more retirement-plan business.
Morningstar doubles down on expense ratio disparity debate
Fund tracker is at odds with SEC on how some fund report expenses.
Inclusion in new Pimco funds is a coup for Vanguard
Bond giant's latest target date funds invest heavily in the low-cost firm's ETFs.
Fidelity fights back against ‘active share’
Facing outflows in its actively managed funds, the $2 trillion money manager lashes out against a popular measure that more advisers and investors are using to pick funds.
Trekking to Europe and Japan for attractive dividend income
Breakfast with Benjamin: Where to look when it's time to go beyond the traditional hunting grounds for dividend income.
American Funds charges into 2015 with best sales in seven years
The mutual fund favorite pivots, finds success with financial advisers as investors look outside the U.S. (Don't miss: The first quarter's best and worst mutual fund groups)
Wirehouse advisers pile into euro-stock ETFs
Currency-hedging ETF strategies are a no-brainer: Merrill Lynch portfolio manager
Vanguard tiptoes into the liquid alternatives market
New multialternative fund seen as endorsement of alts, while pressuring fees
