Displaying 526 results
In rare move, Vanguard beefs up international exposure in target date funds
Fund giant also plans to launch lower-cost institutional series to expand its market reach.
Japanese stock funds reflecting long-awaited economic turnaround
'Abe-enomics' joins quantitative easing with corporate patriotism
BlackRock adds fuel to smart beta debate in push for exotic bond strategies
Money manager set to launch new strategy as “smart” way to dodge investment risks as rates rise.
The new world for oil is a manageable $65 a barrel
Breakfast with Benjamin: Where the price of oil is likely to settle. Plus: On the responsibility of retirement plan sponsors and mutual fund directors; don't get blown away by the new jobs report and banks pass stress tests with flying colors.
Sallie Krawcheck: Don’t underestimate robo-advisers
Sallie Krawcheck says online advice industry is filling a gap in the marketplace.
In target date funds, performance starts to trump risk management as assets balloon
Some strategies stay aggressive right up to target date while others dial down risk; each group has its reasons
Alternatives are earning their keep in 2015
The solid relative performance of alternatives makes the case for diversification of portfolios in 2015.
Active managers get a seat at the ETF table
To the chagrin of some, a fast-growing industry comes to terms with active management.
After Bill Gross, Pimco Total Return performance is back at the top
Portfolio managers deliver strong performance with right central bank call, leading Morningstar to boost rating even as more investors pull assets.
Art investors in a tizzy over a flood of Picassos
Breakfast with Benjamin: Thousands of paintings by Pablo Picasso might be about to hit the market. Plus: Where to start to get a million bucks in your 401(k), never assume when it comes to retirement saving, and how Obama's budget targets big banks.
Mortgage-backed securities shape up as a solid cash alternative
'There's value to be found out there, but you have to look very carefully'
Vanguard warns advisers on stock risk in client portfolios
According to the fund giant, investors are taking on portfolio risk not seen since 1999 or 2007, and advisers need to adjust client expectations for low-return markets.
Exclusive: Fidelity to acquire eMoney Advisor in major adviser-tech deal
The Boston fund giant will acquire eMoney Advisor, a top financial-planning software manufacturer, in a move that could resonate as one of its most potent adviser-technology deals to date.
Citigroup says oil is going from cheap to dirt cheap
Breakfast with Benjamin: Could $20 oil really happen? According to Citigroup, It's impossible to call a bottom point. Plus: Morningstar crowns the 'best' liquid alts fund, another oil producer feels the pain, and the case for active management gets stronger.
Salient Partners buys Forward Funds with liquid alts expansion in mind
Combined firm will include 36 funds and $27 billion under management.
A new entry point for gold investors takes on GLD
Bank of Montreal strikes while the metal is hot.
Swiss franc fallout hits some liquid alt funds harder than others
Big bets, currency exposure might surprise some investors
As oil prices fall, investment opportunities emerge
Boon for MLPs, and a boost for holiday sales
Managed futures funds shine anew, but mystery remains
As market volatility spikes and correlation between various asset classes breaks down, managed futures strategies are enjoying their day in the sun once again. But advisers need to do some heavy lifting before jumping in, because performance varies widely and fees can be extreme.
Utility, consumer stocks can play defense when market volatility spikes
Barbell approach can help advisers manage through the volatile first quarter earnings season without ditching stocks altogether.
