The goal of alt funds, which track such things as commodities and hedge fund strategies, is to provide returns that don't move broadly in tandem with stock and bond markets. Here's how they did.
Firm has raised $8.1 billion for its seven Bridge Builder funds this year as it moves money from its fee-based platform.
Smart-beta strategies got their latest seal of approval in the form of a $100 million mandate from variable annuity giant Jackson National, which has added the DoubleLine Shiller Enhanced CAPE Fund to its menu of VA investment options.
<i>Breakfast with Benjamin</i>: The biotech stock bloodbath is starting to look like more than just political bluster.
Recent fund performance is leaving higher-profile competitors in the dust.
Janus bond manager says market jolt from hike would be fair trade for long-term health
Remedies include clarifying rules for canceling trades, loosening short-selling restrictions and protecting small investors by restricting some orders.
Stock market volatility drives up the appetite for alternative strategies.
New liquidity rules would require mutual funds and ETFs to develop risk management programs and allow for 'swing pricing.'
Current valuations and distribution rates mean long-term investors should take notice
Nicholas Schorsch made hundreds of millions in real estate, but an accounting scandal devastated his business.
Schwab's fund platform is expanding to 198 the number of ETFs that trade without commissions.
<i>Breakfast with Benjamin</i>: If you can believe it, Janet Yellen is still teasing the markets with the idea of rate hike this year.
<i>Breakfast with Benjamin</i>: A flat return for cash is turning out to be the best bet out there, which should send a message to the Fed and the markets.
<i>Breakfast with Benjamin</i>: If you thought 2014 was a rough year for mutual fund capital gains taxes, you might want to start adjusting those portfolios to avoid a repeat.
As clients clamor for more income, there are eight alternative assets that emerge as viable options
The trick is knowing when and where to move in or out.
This is the time of year when everyone on Medicare can reevaluate features of their plans to see if they're getting the best coverage at the best price.
Strategies designed to ride market waves provide the best upside in a market that points down.
Often overlooked by advisers, these noncorrelated strategies can fit well in a thoughtfully constructed portfolio
