The new model includes private equity, venture capital, activist investing, gold, timber and collectibles
Poor performance could send the income-generating category back to direct investing, where it belongs.
The optional features allow for more investor choice and seek to capitalize on strong IOVA sales.
<i>Breakfast with Benjamin</i>: When October's bad, it's usually historically so. But when it's a good month for stocks, the rest of the year is usually a real stinker.
Over the past few weeks, Credit Suisse's global equity strategist has met with customers in the U.S., Europe, and Asia. The takeaway is that everyone is baffled.
The firm is suspending sales in traditional life insurance and fixed annuity products in the first quarter of 2016.
Strategists say pricing anomalies should be considered buying opportunity as Fed action expected to be small.
Massachusetts' top securities cop is investigating the failure of an accounting platform he said delayed correct pricing for billions of dollars in mutual funds and ETFs.
Funds that employ alternative strategies — even those in the same general category — can perform drastically differently.
First Trust Dorsey Wright Focus 5 offers easy way into a popular sector rotation strategy.
Central-bank stimulus and a clutch of strong earnings from the tech sector pushed the S&P toward its best monthly gain since 2011 and close to its all-time high.
<i>Breakfast with Benjamin</i>: TV stock barker Jim Cramer received a failing grade from a finance professor for a dismal 28% success rate in picking stocks.
<i>Breakfast with Benjamin</i>: Larry Summers is sounding the alarm for secular stagnation.
New zero-to-100 rating would indicate the environmental, social and governance impact of a fund's holdings.
Carlos Hardenberg selected as new lead manager in effort to bolster performance, which has been subpar.
<i>Breakfast with Benjamin</i>: Carl Icahn's smooth move to try and halt corporate inversions in the name of tax patriotism is, naturally, also pretty good for his own portfolio.
Market turmoil of Aug. 24 prompts examination of how exchange-traded products are priced and traded.
<i>Breakfast with Benjamin</i>: Warren Buffett's distaste for activist investing boils down to simple math.
<i>Breakfast with Benjamin:</i> Financial adviser Rick Kahler says advisers could lose clients who expect to be given guarantees. And that's OK.
After its third-straight weekly advance, the S&P 500 is on track for its best month in four years but investors are heading for the exits in a big way.
