Over the last several years, TDFs have crafted new strategies and engaged in a marketing bonanza to stand out from the competition.
Oppenheimer has about $3.5 billion in Puerto Rican debt spread across 19 funds, according to Morningstar.
<i>Breakfast with Benjamin</i> Plan to default on $1 billion worth of general obligation bonds has markets on alert.
Regulator said fund company misled investors about the performance of its actively managed Total Return ETF.
Small-cap value funds have soared 21.37% this year, vs. 2.66% for large-company growth funds, one of the largest disparities between U.S. diversified stock funds in recent memory.
While passive investing and the DOL fiduciary rule have contributed to investors' cost sensitivity, the advice industry has managed to stay outside the fray &mdash; so far.
Shareholders typically don't like paying taxes on income they haven't received.
If the president-elect rolls back the DOL fiduciary rule and spends trillions on infrastructure, old-style fund companies might make a comeback
While some bond strategies are eking out a modest return, a shift in thought toward taking distributions from a total return portfolio broadens advisers' options.
On a tear before the election, the average fund is down 4.4% after it because of president-elect's rhetoric about countries like Mexico and China.
After a seven-year bull market, few funds have offsetting losses to reduce those gains. Expect the biggest distributions from small-cap funds.
SEC makes preliminary determination for a possible enforcement action against UDF IV as Nasdaq moves to delist the REIT's shares.
Edward C. Johnson III to become chairman emeritus.
Analysts, advisers struggle with when, where and why to use alts
Also remind clients that performance is “manager-dependent instead of market-dependent,” says Blackstone's Avi Sharon.
Adviser loaded up client with alts beyond what his risk profile indicated, according to state agency.
Raymond James clients will have opportunity to invest in private-equity and hedge funds
Asset manager takes 36% stake and its ETF models will be made available through the digital platform, which has changed its name.
