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Jason Kephart

Jason was a reporter at InvestmentNews from 2011 to 2014, before moving on to work for Morningstar. Connect on Twitter: @jasonkephart

Displaying 199 results

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Bogle: ETFs great for trading, not so great for investors

So-called father of indexing John Bogle still not a fan of exchange-traded funds, saying that the sheer volume of them makes 'a muddy pool muddier.'

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Expiring surrender charges force clients to make tough choices

Mitchell Kauffman is getting ready to go annuity shopping. Mr. Kauffman, managing director of Kauffman Wealth Services Inc.,…

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Deutsche deal would add dramatically to Guggenheim’s asset collection

Acquisitive firm the last bidder standing for Deutsche Bank's U.S. asset management businesses; purchase would quintuple AUM

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Inside BlackRock’s ‘New World’

The “new normal” is so yesterday. BlackRock Inc. last week launched its first retail branding campaign, focused…

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Managed futures’ performance fees lurk in loophole

Mutual funds aren't allowed to charge hedge-fund-style performance fees, but some managed-futures funds are taking advantage of a…

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White-hot bond fund going dark to new investors

RiverNorth Capital Management set to lock buyers out of its strategic-income fund; DoubleLine connection a big draw

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Dram of liquid gold

Whatever its other virtues, whiskey does not spring to mind as an alternative investment. Recent auction prices, however,…

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Pioneer ready to fight for inflows

Pioneer Investments is bolstering its emerging-markets lineup and adding wholesalers as it fights for inflows

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Fidelity takes a global approach to dividends

Fidelity Investments in April plans to join the growing global dividend crowd. The Fidelity Global Equity Income…

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Columbia exec jumps to Fidelity

Mike Jones, president of U.S. asset management at Columbia Management Investment Advisers LLC, has left the firm to…