Trends can be tempting and tough to ignore, so knowing where to look for opportunities others are missing is key.
<i>Breakfast with Benjamin</i>: Retail brokerages are shut out of the SEC's advisory committee for market reforms to protect retail investors.
Global CIO Wieting says 'significant market drop' likely by the end of the decade.
Your clients will appreciate it if you help them avoid the 43.4% tax bracket
<i>Breakfast with Benjamin</i>: The NFL gives up its tax-exempt status, and estimates suggest the league's tax bill could be $10 million per year.
Morningstar wants to become 'ubiquitous' with investors, according to founder Joe Mansueto. Will their new initiatives turn around the firm's declining share prices and profits?
Advisers are true believers in the tools as asset allocators, but aren't giving up on mutual funds
Popularity of active strategies by pensions and endowments limiting use but more coming on board.
Two exchange-traded funds help firm exceed $50 billion in assets.
Actively managed and passively managed target-date funds produce similar investment returns over longer time frames, new research shows.
Target date funds are throwing off solid returns and protecting investors from their worst instincts. But they can be expensive.
Managers' ability to seek returns in multiple markets sounds great but comes with risks
Janus fund manager using options, or what he calls 'selling insurance' against volatility to benefit if 10-year Treasury yield stays in tight band.
2014 decline marked sixth-straight decrease, according to Morningstar's annual survey.
<i>Breakfast with Benjamin</i>: The Nasdaq is back to 2000 levels, but everything else is different.
Manager of the world's biggest bond fund says 70-75% chance of fall increase vs. market's 30-35% probability.
Equity hedge category leads investor inflows as performance improves.
$47 billion money manager takes first move in burgeoning exchange-traded product world
<i>Breakfast with Benjamin</i>: The Carlyle Group is shutting down two liquid alternative mutual funds it launched last year.
<i>Breakfast with Benjamin</i>: Bond bulls continue to shrug off logic, claiming it's different this time, even despite negative yields.
