The factors Magellan's manager uses to beat the index can be accessed more cheaply via ETFs.
Rising interest rates primarily responsible for estimated 50% spike in sales of fixed-rate deferred annuities through 2019, says insurance industry group Limra.
Launches of new equity exchange-traded funds have slowed as investors crowd into just a few products.
CAIS Group, a distribution platform for alternatives, cites 40% increase in its structured notes business over the last couple of years.
Trade reform, trade tiffs and strong dollar are all benefiting domestically oriented small-caps
Four years after the ousting of Bill Gross, the firm's total assets have increased by $300 billion.
Annual report also finds voluntary and default savings rates are converging.
New depletion date is blamed on lower payroll taxes, less revenue from taxing Social Security benefits and higher-than-expected spending.
Make an acquisition the same way that you'd buy a stock.
A prudent approach to tactical equity allocation can facilitate participation and help mitigate loss.
At least 93% of the funds in the Invesco 401(k) plan are proprietary investments, according to the plaintiffs.
Identifying companies that will benefit from an expanding middle class around the world may take more than index-based investing.
Rising dollar, falling Europe add to 2018 losses in May, but international funds are still a good relative value.
Investors fare better when they're presented with a few curated, low-cost options.
Firm once fined by Finra over nontraded REIT transactions is still pushing its own series of mutual funds.
Value pays off when it comes to investing in small-cap funds.
Tax-free status reflects fact that investments are held in an insurance vehicle.
Cut in the corporate tax rate makes state and local government debt less attractive to financial institutions.
But the gap between the top two and the rest is growing.
His $2.1 billion bond fund fell about 3% Tuesday, leaving it trailing 96% of its rivals.
