Currency-hedging ETF strategies are a no-brainer: Merrill Lynch portfolio manager
<i>Breakfast with Benjamin</i>: Warren Buffett rejects analysts' criticism of Berkshire Hathaway's financials. Plus: Family Dollar's lesson in luck, small-cap stocks at odds with jobs data, and Alan Greenspan on Greece exiting the euro.
New share class dubbed a “T share” cuts upfront commission brokers are paid but creates an annual trailing commission.
Limits of diversity, wisdom of taking profits and importance of rebalancing are top lessons learned from bursting of the dotcom bubble 15 years ago.
Case, involving 48 sales, stems from an 81-year-old investor who lost a substantial amount on the product.
Can the new product compete against its variable and indexed annuity cousins?
<i>Breakfast with Benjamin</i>: The solid housing market stands in contrast to the dismal first quarter GDP numbers.
Investors inject $19.5 billion into equity ETFs in the first quarter
New multialternative fund seen as endorsement of alts, while pressuring fees
Janus fund manager says impact of falling oil prices could hinder Fed, but former central bank chief says focus will be on momentum.
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.
