Individuals with firearms collections will likely need an additional layer of planning.
As market volatility spikes and correlation between various asset classes breaks down, managed futures strategies are enjoying their day in the sun once again. But advisers need to do some heavy lifting before jumping in, because performance varies widely and fees can be extreme.
Existing products don't fit within the broad regulatory guidelines governing a lifetime income option that contains a deferred annuity offered within a target date fund.
Firm's analysis shows 85% of fixed-income funds with 10-year records rank in top half of their categories; 83% of stock funds.
Vanguard Group surpassed State Street Global Advisors as the second-largest ETF provider, a new milestone following a year that was filled with them.
With its data-driven models, the company, which puts advisers through a rigorous process before allowing them to use its funds, attracted the third-most money in 2014, behind only Vanguard and JPMorgan. Here's how.
Friday's <i>Breakfast with Benjamin</i> covers oilfield job cuts coming hard and fast now that the oil boom is sinking. Plus: Ohio-based financial adviser charged in Ponzi scheme, movie industry hopes the Oscar nominees can drive ticket sales, and the time might be perfect to start buying stocks.
Total new cash reaches $87.8 billion, including $44 billion into iShares.
On today's <i>Breakfast with Benjamin</i>, are investors ready to run back into precious metals? Plus: What a breakup of JPMorgan Chase would look like, seeing 2015 through the eyes of Jeffrey Gundlach, and the pros and cons of living in a state with no income tax.
Billionaire fund manager and family hold shares worth $739 million.
The former Bond King invested more than $700 million of his own money in his unconstrained bond fund, according to Janus Capital Group CEO Dick Weil. The news sparked a rally in Janus shares.
Although it took until October for the Fed to wind down its bond buying, markets had a radically different reaction than had been forecast: Bonds rose in value.
American Beacon signs on to structure that combines aspects of mutual funds and ETFs.
Starting her debut hedge fund without a staff of analysts to help choose investments and relying too much on one investor's money helped lead the star analyst astray, according to a person with direct knowledge of her firm. Now, her office in New York is on the market, her two top executives left and the fund tied to Platt's BlueCrest Capital Management sued in Bermuda last month to get its $46 million back.
The flagship fund, which suffered heavy withdrawals last year, failed to meet ex-boss Bill Gross' forecast that it would be on top by the end of 2014, recording a second-straight year of trailing most of its peers. The fund is poised to benefit from rising rates in 2015.
DOL tip in 2013 prompts plans to take a look at how the funds fit.
Barbell approach can help advisers manage through the volatile first quarter earnings season without ditching stocks altogether.
Pimco named Marc Seidner as lead manager of the Pimco Unconstrained Bond Fund as Saumil Parikh leaves the firm, the first high-profile departure since the surprise exit of co-founder Bill Gross.
Broad support for Chair Yellen's assessment of likely timing, some officials concerned inflation could remain too low.
As dollars in funds top $2 trillion, managers ready exotic products for a new market environment.
