When reviewing life insurance options, advisers should look beyond hypothetical valuations.
<i>Breakfast with Benjamin</i> The dust around SAC Capital has settled enough so that Steven Cohen has a new entry point into the asset management business.
Best place to hide if rates go negative is government bonds.
New fund will leverage expertise, diversify product lineup.
The risk-on strategy when the market goes risk-off.
The mutual fund industry offers about 8,000 mutual funds, spread among about 24,000 share classes, but some fund companies offer many, many more share classes. Experts say it may be a marketing tool for fund firms.
<i>Breakfast with Benjamin</i> According to Meb Faber, within four years, ETFs will have more assets than mutual funds. But before that, they have to navigate their way onto retirement plan menus.
Low fund fees and big fund complexes equal outperformance.
Sales at the once-tarnished company are up fourfold this year while sales in the overall industry are down.
Plus: Going after tax inversions goes after the middle class, the sun is setting on solar energy funds, and the baseball bat gets an upgrade
Activist investor exits after Legg lost 42% of its value in past year.
Final version includes a number of changes that address the most serious concerns of those who most vehemently criticized it.
Fund wants to diversify product line and strike while the iron is hot with proposed acquisition of the Alpha Defensive Alternatives Fund
The tax advantages might not be worth it.
Factoring in Fed policy, cheap oil, and living with volatility
Firms need to be proactive in conveying information to their advisers.
It's one thing to charge an investor a high commission, but it's another to hide it and not be transparent about your charges.
Why pulling out of emerging markets borders on foolhardy
Meanwhile, the industry's biggest threat, ETFs, are chugging along offering a single-version product to all investors.
Plus: Advisers speak out on DOL rule, the inflows continue for equity ETFs, and big banks strive to look small to regulators
