Exchange-traded funds that follow the same index should provide almost identical returns. But they don't, thus complicating the financial adviser's job of choosing among the 1,000-plus ETFs for sale in the United States.
Financial advisers are using last week's unexpected spike in interest rates to persuade clients that it's time to get out of long-term bonds and back into equities.
American Funds, long-known as an equity player, is trying to reposition itself as a more diversified asset manager with a string of funds set to launch in the next few months
It's been a busy few months for The Hartford Financial Services Group Inc.
Lee Kranefuss talks about the early days of bringing exchange-traded funds to the masses
Some say that the only thing growing faster than the nearly $1 trillion exchange-traded-fund market is the use of options on those nearly 1,000 funds. That may be a slight exaggeration, but it does underscore a trend.
Although advisers to venture capital funds are exempt from registering with the Securities and Exchange Commission under the new financial reform law, determining the definition of venture capital could generate controversy.
Meanwhile, manager of world's biggest bond fund reduces exposure to government debt
A combination of equity market volatility and slumping interest rates pushed sales of fixed indexed annuities in the third quarter to a new high, according to data from LIMRA and AnnuitySpecs.com.
They can help draw skittish clients off the sidelines, but they also carry risks
Lamco Advisory Services Inc. will be the first independent advisory firm to start allocating client assets to an ETF option overlay strategy managed by MDE Group Inc.
Bond fund giant's $56B in new funds almost four times what BlackRock took in; 'buildup of a new bubble'
Hedge funds were unable to keep pace with the broader equity markets last month, but did maintain their slight performance edge over stocks through the first 10 months of the year.
Government check-writing also the likely end of 30-year bull run in debt market, says bond king
High levels of correlation in the U.S. stock market have made picking individual stocks increasingly difficult
Retirement funds have recouped losses from 2008 market crash; 2010 funds up 5% from 2007
Rise in value of assets offsets outflows for Invesco, Janus
Offerings from American Funds, Fidelity Investments and The Vanguard Group Inc. had the biggest net outflows last year, according to Morningstar Inc.
Pioneer High Income Municipal Fund was last year's best performer among peers because it held revenue bonds from non-government issuers such as airports and hospitals, which were sheltered from the default speculation that buffeted states and cities.
