Mutual funds may be able to charge their investors who rush to cash out during periods of market stress under a rule being considered by the SEC.
<i>Breakfast with Benjamin</i>: Deutsche Bank lays out seven reasons why the Fed won't raise rates next week.
Janet Yellen has the fixed-income market just where she wants it: ripe for the first increase in U.S. interest rates since 2006.
The unshakable fealty of financial advisers is starting to pay off for American Funds in the wake of historic sales declines.
Bold bets, market fears have investors heading for the exits despite longer-term outperformance.
J.P. Morgan Asset Management, <a href="http://www.investmentnews.com/article/20150115/FREE/150119961/j-p-morgan-funds-garner-most-dollars-from-advisers-morningstar" target="_blank">the top-selling stock-picking fund manager for the past two years</a>, is getting help selling its index-tracking ETFs from Charles Schwab.
Although estimates of life expectancy just got longer, clients aren't prepared to make hard planning decisions.
<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
Variable annuities may have won the day in quarterly sales, but broker-dealers are stepping up their distribution of fixed indexed products, which hedge against rising interest rates.
The factor-based investor popular with financial advisers will build indexes for John Hancock funds.
Group focuses on mainstream and alternative investments such as nontraded REITs.
Equal-weighted exposure to the S&P 500 for 30 basis points.
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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.
Treasuries rebound after tumbling Tuesday amid Fed debate, while BMO's Collins wonders 'Are we in the eye of the storm right now?'
Firm follows BlackRock, Deutsche Bank and WisdomTree in rolling out currency-hedged offerings.
<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?
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.
<i>Breakfast with Benjamin</i>: Economists are leaning toward a rate hike, but the futures market begs to differ.
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.
