It's important to position portfolios both to gain from rising U.S. Treasury yields and to hedge against global risks in the bond markets.
The Mutual Fund Store, the 10th-biggest RIA by AUM <a href="http://data.investmentnews.com/ria/" target="_blank">according to <i>IN</i>'s database,</a> is led by CEO John Bunch, who's taking a number of steps to keep growing as it eyes an eventual IPO.
Fund sales switch decisively toward plain-vanilla, index investing, move out of Pimco Total Return has big impact on flows.
Tom Kolefas shrugs off charges he's hugging the benchmark.
As the financial services industry moves toward a fiduciary standard, prizes for top insurance sellers smack of conflict.
<i>Breakfast with Benjamin</i>: Hillary Clinton goes after the financial industry, taking issue with CEO compensation.
<i>Breakfast with Benjamin</i>: Prices fall by 5% after the discovery of the biggest weekly buildup of U.S. inventories since 2001.
Shutdowns come weeks after big price cut as the firm's biggest fund suffers outflows.
Flood of money into passively-managed index funds has helped drive average expense ratios down, but there's more to the story.
Fresh off a year that trimmed its $1.3 trillion U.S. mutual fund business, the fund house made up all of those redemptions in the first quarter of 2015, with the help of successful active management strategies in stocks and bonds.
Investors should understand the water risks in their portfolios, even if the companies don't.
How cyclical and sector stock investing intersect represent an untapped opportunity for clients to diversify and see risk-adjusted returns.
<i>Breakfast with Benjamin</i>: Could dividend stocks actually be a better deal than an annuity for income investors?
Financial, health care and consumer discretionary sectors should shine.
Schwab sees cash serving an important purpose in allocations, providing a source of stability, downside protection and diversification while improving relative total return
Ultralow interest rates and longer lifespans means tried-and-true rule for savers goes out the window.
The newly combined advisory and insurance company will be named Willis Towers Watson and have revenue of approximately $8.2 billion.
One could argue that innovations in fixed income ETFs will have a greater impact than innovations on the equity side.
<i>Breakfast with Benjamin</i> Focusing on small-cap stocks could be a recipe for boosting a target-date fund.
Tweaks to HSA investment vehicles and what the accounts are used for can pay dividends to clients.
