The tax advantages might not be worth it.
Meanwhile, the industry's biggest threat, ETFs, are chugging along offering a single-version product to all investors.
Plus: Advisers speak out on DOL rule, the inflows continue for equity ETFs, and big banks strive to look small to regulators
<i>Breakfast with Benjamin</i> SunEdison's collapse shows that advisers should understand the steep side of the mountain renewable energy is trying to climb.
Five specific aspects of the DOL's new rule that could send assets flooding into ETFs.
Corporate execs and activist investors get the biggest bang from repurchase plans.
Top money manager finds two key elements that can help identify which funds are more likely to beat their benchmarks.
One of the lowest-cost fund companies gets into a war of words with an analyst over how it calculates expense ratios.
<i>Breakfast with Benjamin</i> Larger funds tend to be cheaper, more liquid and better constructed.
Smart beta may be the most popular new strategy for mutual fund companies, but the real trend is towards funds with lower expenses.
The comment period for the rule, which was introduced in December, closed on Monday.
Offerings meant to help counter a trend toward passive index strategies.
An interactive list of all the funds to be honored, across all years of return and categories
Exchange-traded funds have achieved a new feat, producing dozens of funds that are riskier than the most volatile individual stocks in the Standard and Poor's 500 stock index.
The Securities and Exchange Commission will be looking at ETF sales strategies, trading practices and disclosures, as well as suitability and sales supervision of variable annuities.
Investing strategies focused on environmental, social and corporate governance causes continue to gain momentum, even if they're not mainstream just yet. </br><b><i>(Related: <a href="//www.investmentnews.com/article/20160306/FREE/160309952/the-top-performing-socially-conscious-funds"" target=""_blank"" rel="noopener noreferrer">The top-performing socially conscious funds</a>)</b></i>
Ill-named strategy finds place between passive and active.
Plus: El-Erian's gloomy forecast, what it will take to save Social Security, and it's time to start taking cannabis investing seriously
<i>Breakfast with Benjamin</i> So far, nobody has been prosecuted for contributing to the 2008 financial crisis. “This gags me,” said Elizabeth Warren.
Competition from index funds could hold the death rate steady going forward.
