<i>Breakfast with Benjamin</i> Larger funds tend to be cheaper, more liquid and better constructed.
<i>Breakfast with Benjamin</i> Liquid alts beating the hedge funds they're designed to mimic begs the question of why we even need hedge funds anymore?
James Poe failed to disclose material conflicts of interest to investors, including receipt of a 20% fee through a firm he owned, according to the Texas State Securities Board.
Smart beta may be the most popular new strategy for mutual fund companies, but the real trend is towards funds with lower expenses.
The firm's new target-date mutual funds beat out Fidelity and Vanguard funds in price by two basis points.
The firm's position as the top TDF provider strengthened against No. 2 Fidelity Investments, which actually had net outflows for this category last year.
Finding funds likely to beat their benchmarks remains the challenge, and where financial advisers can earn their keep
Finra orders the firm to pay about $2.9 million to two investors in Puerto Rico closed-end municipal bond funds. Total claims top $1.1 billion.
The comment period for the rule, which was introduced in December, closed on Monday.
<i>Breakfast with Benjamin</i> The Fed says the markets are too obsessed with too much information.
If the Labor Department has its way, say goodbye to the variable annuity industry as we know it. </br><b><i>(Related: <a href="http://www.investmentnews.com/section/specialreport/20160221/ANNUITY22016" target="_blank">Spotlight on Annuity Strategies special report</a>)</b></i>
Offerings meant to help counter a trend toward passive index strategies.
Security Benefit, Allianz and New York Life all debuted new fixed annuity products in March that seek to benefit investors in a rising-rate environment.
The insurer allegedly made false representations to investors over the strength of its long-term-care business.
An interactive list of all the funds to be honored, across all years of return and categories
<i>Breakfast with Benjamin</i> A couple of Vanguard and Fidelity mutual funds raise questions about when it is time to close a fund to new investors.
Brazil, Russia, India and China were singled out as the investment theme of the new century, but they've fallen like bricks the past five years.
Even with its gains and long life, most investors have been lukewarm toward the stock market.
A new frontier for ETFs?
Annuity and life insurance products would likely see better contract guarantees long-term.
