The go-slow warning marks a shift for the billionaire Janus bond fund manager.
No matter what tax reform Congress enacts, funds will still feel a bite
Concern over high valuations and geopolitical risk pushes them back to basics.
Some asset managers traditionally focused on selling through advisers are bypassing them to go directly to 401(k) plan sponsors.
You can get income for a song, but the length of the stream can be hard to predict.
HBW Securities in Simi Valley, California, takes 55 reps to Cetera
New owner plans to replace management and lower fees, increasing returns.
Effects from winding down a large portion of the Federal Reserve's record $4.5 trillion portfolio are expected to ripple across financial markets.
Persistent discounts have often caught the eye of activist investors
Broker-dealer hasn't yet determined whether the platform will be mandatory when it launches next year, given the fluid regulatory environment.
Persistently low interest rates have hammered insurance company profitability.
Most of the funds are top performers in their categories over the past five years.
Investors are increasingly shifting their money to passively managed strategies.
It is important to analyze each strategy separately based upon their unique characteristics.
Though the House version would repeal the 3.8 percent tax on net investment income and 0.9 percent Medicare surtax, the Senate is trying to win over moderate holdouts.
Flows into environmental, social and governance funds often follow performance.
The plaintiff claims the plans were "loaded" with proprietary mutual funds, and 98% of the investable assets were held in company-affiliated investments.
Advisers preparing new financial plans are flying blind when it comes to clients' health-care needs.
Some money managers are adding smart-beta strategies to win a bigger slice of the TDF pie. But will they stimulate advisers' hunger?