Technology is making it easier, and cheaper, for advisers to trade many shares without holding funds.
United Development Funding alleges Mr. Bass made false claims that damaged its business
Even funds that appear to target the same factor can look and perform quite differently.
Markets, fee pressure and data analysis create a perfect storm.
Smaller firm makes case for going beyond past performance when evaluating funds.
The six ETFs and one mutual fund, which will focus on volatility, value, momentum, liquidity and quality, mark a departure from the money manager's storied promotion of passive index funds.
The asset classes may be more different than alike, which can benefit investors.
But fund managers see no reason to panic, unless inflation suddenly takes off.
CEOs and money managers sometimes have blind spots when purchasing their own company's stock or fund's shares.
The illiquid product's three-year decline is partially due to new regulations and poor performance.
The industry is on track to raise just $4.4 billion, well off the $19.6 billion it raised just four years ago, as new regulations hinder sales.
Eaton Vance survey finds greater confidence among certain advisers.
The Wells Fargo Target 2020 Fund (WFOBX) ranks in the bottom 15% among peers when looking at five-year total returns.
Women, millennials and those worth at least $10 million are the biggest fans of SRI or ESG strategies, says Nuveen's Marcus Valesco.
DoubleLine Capital executive says he's 'appalled' by the continuation of carried-interest break.
It's rare but blue chip stocks do cut dividends, and it can be a while before indexed funds can drop them from their portfolios.
Research points to competitive returns for pursuing the social and environmental good.
Vereit, formerly American Realty Capital Properties Inc., is selling Cole Capital as it exits the nontraded REIT business.
Calpers may double its bond allocation to reduce risk and volatility as the bull market approaches nine years.
Whistleblowers cited in Times article say the pension giant pressured reps to push expensive managed accounts.
