United Development Funding alleges Mr. Bass made false claims that damaged its business
The future is brighter than the storm clouds of the past
Even funds that appear to target the same factor can look and perform quite differently.
Markets, fee pressure and data analysis create a perfect storm.
Smaller firm makes case for going beyond past performance when evaluating funds.
Annuity sales have hit a 15-year low, primarily due to the Department of Labor's fiduciary rule.
The six ETFs and one mutual fund, which will focus on volatility, value, momentum, liquidity and quality, mark a departure from the money manager's storied promotion of passive index funds.
The asset classes may be more different than alike, which can benefit investors.
Legislation would restore Obamacare cost-sharing subsidies, which Trump said last month he would cut off.
But fund managers see no reason to panic, unless inflation suddenly takes off.
CEOs and money managers sometimes have blind spots when purchasing their own company's stock or fund's shares.
The laws underscore the need for advisers to have clients consider a long-term-care planning strategy
The illiquid product's three-year decline is partially due to new regulations and poor performance.
The industry is on track to raise just $4.4 billion, well off the $19.6 billion it raised just four years ago, as new regulations hinder sales.
Eaton Vance survey finds greater confidence among certain advisers.
The Wells Fargo Target 2020 Fund (WFOBX) ranks in the bottom 15% among peers when looking at five-year total returns.
DoubleLine Capital executive says he's 'appalled' by the continuation of carried-interest break.
'It is one of the areas that will be the rocket booster in 2018,' suggests consultant Peter Stahl.
Government likely to rein in popular cryptocurrency, health savings accounts will grow, and wirehouse's decision on recruiting agreement called a mistake.
Firm also censured for failure to supervise share class recommendations.
