Bookkeeping change seen raising expense ratios for AMFs, tilting field in favor of index funds
It's taken time, but John Bogle's Vanguard has finally surpassed Fidelity as the largest mutual fund company by assets. The question: are low fees enough to offset middling performance?
Morningstar index shows hedge funds still outperforming S&P 500 for the year
Fund firm introduces nine exchange-traded funds; SPDR.500 will be tough to squash
Researcher calls for clear labeling of fund expenses rather than cap on marketing and service charge
Florida's Lee County sold $81.2 million of bonds to keep an attraction that generates $21 million a year in tourism: the Boston Red Sox.
Some people might think the hours you spent over the last month sitting around, drinking beer and watching the soccer World Cup being played in South Africa was a waste of valuable time.
If nothing else, the carnage of the past few years has served as a stark reminder of the value of portfolio diversification.
So-called placement agents and others who solicit business from municipalities and public pension fund must register with the Securities and Exchange Commission as "municipal advisors."
Seeking to curb misleading or 'stale' information; mandatory accounting standards eyed
John Bogle should spend more time focusing on financial-services reform and less time pointing the finger at mutual fund managers if he wants to address rising fund costs, says Neil Hennessy, president and chief executive of Hennessy Advisors Inc.
Strong global economic growth "is usually a good recipe for riskier assets."
Country will overtake South Africa's as continent's largest economy; 10% annual growth rate targeted
Capitalization rate shows real estate yields far outstripping government debt; 'attractively priced'
In an effort to guard against the rising threat of inflation, several target date fund providers have added alternative asset classes to their portfolios.
Sometime this year, Weyerhaeuser Co. Ticker:(WY) will transform itself from a C corporation into a real estate investment trust.
They aren't cheap, but publicly traded real estate investment trusts could be just the right property for yield-thirsty investors.
Loomis Sayles & Co. has launched a multisector bond fund aimed at advisers who want a way to protect their clients against inflation, deflation and stagflation.
