Schwab's chief investment strategist is embracing cheap oil, 'onshoring' and select emerging economies
Custodian considering jumping on bandwagon popular with RIAs as other platforms grow big.
<i>Breakfast with Benjamin:</i>Finance-focused ETFs suffer huge outflows. What gives? Plus: Prudential Financial's spooky reinsurance bet, investing in obesity, private lawyers give corporate inversions a leg up, and location matters less when the house you're selling is haunted.
Five years after the last bout of mutual fund merger mania, the lesson remains: Grow, and then grow some more.
ALTS will track an index maintained by Morningstar that includes allocations to seven different alternative investment strategies
COLA formula was established by law in 1972.
But retirees will still need to prepare for rising health care costs in the long run, expert warns.
On today's <i>Breakfast with Benjamin</i> menu: Investors banking on holiday spending. Plus: Less-secure Social Security, when gold and platinum run in stride, Facebook is now bigger than IBM, and the tired saga on endless office meetings.
<i>Breakfast with Benjamin</i>: The Fed tries to inject a sense of calm in the market, Mohamed El-Erian passes on Pimco, all economists get it wrong, a global currency war is unfolding before our eyes, and more.
Rulings on transparency, structure of active funds could expand market.
Deal adds $1.5 billion in AUM to N.Y. Life, including $950 million in multi-strategy exchange-traded fund.
Value in managed volatility comes from potentially getting equity-like exposure with similar returns, lower volatility and better downside performance
BlackRock's Laurence Fink just one CEO asked about what's going on in financial markets lately.
It's a matter of diversifying rather than dabbling: Adding a few percentage points 'is not doing anything'.
How one brave federal regulator got the goods on the New York Fed's hands-off policy toward Goldman.
Wading into a crowded ETF market, J.P. Morgan is set to launch 'strategic beta' fund on Tuesday. <i>Don't miss: <a href="http://www.investmentnews.com/article/20131023/BLOG03/131029954" target="_blank">How smart beta ETFs turned closet indexing into a winner</a> and <a href="http://www.investmentnews.com/article/20130821/BLOG15/130829982" target="_blank">Smart beta is silly talk</a></i>.
Indexing pioneer attracted more money from investors in the first 10 months of 2014 than it has in any full calendar year in its 39-year history, drawing some funds from Pimco outflows after Bill Gross' departure.
On Thursday's <i>Breakfast with Benjamin</i> menu: John Bogle says retirement plans will suffer under active management fees. Plus: Cheap oil's fallout hits gold prices, media hype overstates the Fed's taper tap-out, and more.
Returns in 2015 may be less than half of the 8.6% logged in 2014.
Pacific Life Insurance Co., the insurer where Pimco was started as a bond unit in 1971, is moving money from Bill Gross's old firm to Janus Capital Group, which the bond legend joined last month.