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Franklin Templeton posts worst fund outflows in decades
EQUITIES SEP 15, 2015
Franklin Templeton posts worst fund outflows in decades

Bold bets, market fears have investors heading for the exits despite longer-term outperformance.

By Trevor Hunnicutt
J.P. Morgan turns to Schwab to sell passive funds
ETFS SEP 15, 2015
J.P. Morgan turns to Schwab to sell passive funds

J.P. Morgan Asset Management, <a href=&quot;http://www.investmentnews.com/article/20150115/FREE/150119961/j-p-morgan-funds-garner-most-dollars-from-advisers-morningstar&quot; target=&quot;_blank&quot;>the top-selling stock-picking fund manager for the past two years</a>, is getting help selling its index-tracking ETFs from Charles Schwab.

By Trevor Hunnicutt
EQUITIES SEP 14, 2015
A bucket strategy for retirement

<b>Breakfast with Benjamin:</b> Here's a new way to think about building a portfolio for your retired clients using the old bucket strategy. Three buckets for three timeframes

By Jeff Benjamin
Dimensional, John Hancock in partnership to build their first ETFs
EQUITIES SEP 14, 2015
Dimensional, John Hancock in partnership to build their first ETFs

The factor-based investor popular with financial advisers will build indexes for John Hancock funds.

By Trevor Hunnicutt
ALTERNATIVES SEP 11, 2015
RCS Capital cuts due diligence team at Cetera Financial

Group focuses on mainstream and alternative investments such as nontraded REITs.

By Bruce Kelly
Smart-beta upstart goes after the big boys wielding lower fees as a weapon
EQUITIES SEP 11, 2015
Smart-beta upstart goes after the big boys wielding lower fees as a weapon

Equal-weighted exposure to the S&amp;P 500 for 30 basis points.

By Jeff Benjamin
How are you handling your clients during the market's turmoil?
EQUITIES SEP 11, 2015
How are you handling your clients during the market's turmoil?

<i>InvestmentNews</i> wants to know how clients are reacting to the uptick in volatility. Take our 1-minute survey and let us know.

By Matt Sirinides
MUTUAL FUNDS SEP 11, 2015
Franklin Templeton billionaire escapes contentious lawsuit

The billionaire who built Franklin Templeton survived a lawsuit by the son of an early investor who said he was cheated out of a stake in the firm worth $136 million. But the company will still have to defend itself in court.

By Trevor Hunnicutt
Goldman Sachs warning as Treasuries seesaw: Markets are unprepared for Fed's interest-rate decision
FIXED INCOME SEP 10, 2015
Goldman Sachs warning as Treasuries seesaw: Markets are unprepared for Fed's interest-rate decision

Treasuries rebound after tumbling Tuesday amid Fed debate, while BMO's Collins wonders 'Are we in the eye of the storm right now?'

By Bloomberg
State Street adds two currency-hedged ETFs as competition heats up
ETFS SEP 10, 2015
State Street adds two currency-hedged ETFs as competition heats up

Firm follows BlackRock, Deutsche Bank and WisdomTree in rolling out currency-hedged offerings.

By Bloomberg
EQUITIES SEP 10, 2015
It's decision week for Federal Reserve: Will they raise rates?

<i>Breakfast with Benjamin:</i> Do Janet Yellen and her partners on the Federal Reserve Board know what they're going to do with interest rates?

By Jeff Benjamin
Goldman Sachs goes low cost in bid to attract investors to ETFs
ETFS SEP 10, 2015
Goldman Sachs goes low cost in bid to attract investors to ETFs

Firm will waive a portion of its management fee and limit expenses for at least the first year of the large-cap version of its ActiveBeta ETFs.

By Bloomberg
The futures market still isn't buying into a Fed rate hike
EQUITIES SEP 10, 2015
The futures market still isn't buying into a Fed rate hike

<i>Breakfast with Benjamin</i>: Economists are leaning toward a rate hike, but the futures market begs to differ.

By Jeff Benjamin
OppenheimerFunds in deal for fund firm that creates smart-beta ETFs
ETFS SEP 10, 2015
OppenheimerFunds in deal for fund firm that creates smart-beta ETFs

VTL manages eight ETFs and $1.7 billion, is known for funds that use rule-based approaches to select stocks that may outperform the market.

By Trevor Hunnicutt
Buy-and-hold strategy tested by market volatility
EQUITIES SEP 10, 2015
Buy-and-hold strategy tested by market volatility

Fighting the temptation to try and time the market pays off in the long run.

By Jeff Benjamin
ETFS SEP 10, 2015
Vanguard, once thwarted, launches a muni-bond rival to BlackRock's iShares

A first for the mutual fund industry, and the cheapest offering in ETFs, an analyst says.

By Trevor Hunnicutt
DoubleLine's Gundlach outperforms Loomis' Fuss and Janus' Gross in recent market rout
EMERGING MARKETS SEP 10, 2015
DoubleLine's Gundlach outperforms Loomis' Fuss and Janus' Gross in recent market rout

Jeffrey Gundlach's $48.2 billion DoubleLine Total Return Bond Fund returned 0.7% over the past month while his peers showed losses.

By Bloomberg
Muni bonds are poised to shine as rates move higher
ETFS SEP 10, 2015
Muni bonds are poised to shine as rates move higher

Tax-exempt category is actually benefiting from the dark cloud hanging over it.

By Jeff Benjamin
FIXED INCOME SEP 09, 2015
OppenheimerFunds says Puerto Rico can pay its debts; governor says no

Puerto Rico's governor says the island's $72 billion debt load is too big to pay. OppenheimerFunds, the largest mutual-fund holder of the bonds, disagrees.

By Bloomberg
Risk parity: The real culprit behind the market's madness
ALTERNATIVES SEP 08, 2015
Risk parity: The real culprit behind the market's madness

Stocks have been murdered, and China seems to have been caught red-handed. But some financial luminaries are pointing to a surprising defendant: the risk-parity strategy pioneered by hedge fund manager Ray Dalio. Who's guilty?

By Bloomberg