Checks on sponsor companies and protection for investors and advisers is welcome, but statement reporting adds more confusion than clarity
The alternative pitched as a way around rising rates isn't holding up it's end of the bargain very well; maybe it's time to look at individual bonds
Pimco's storied but embattled bond king seeks to rebuild Pimco's flagship fund, as well as his reputation. <i>Plus: <a href="http://www.investmentnews.com/section/specialreport/20140615/MUTUAL">Our full mutual funds special report.</i></a>
At <a href="http://www.investmentnews.com/section/video?playerType=Events&eventID=Pershing2014&playlistID=3603510948001">Pershing's Insite 2014</a>, BNY exec Brian Shea says bigger Wall Street players continue to face economic and regulatory challenges, opening the door for smaller firms.
Proponents of the strategy tout its effectiveness in any rate environment.
Advisers sticking with the tried-and-true bond laddering strategy could be hurting clients amid looming rate increases.
Bond yields are beginning to move back toward familiar territory, which provides a reminder that bonds were never really designed to provide high returns. They were and are designed to provide security. In other words, the party is over.
Plus: Individual investors zig as professionals zag, hedging the U.S. market by going global, Citigroup in the spotlight, and futbol mania
Personalized financial advice should take cues from the robo-adviser trend/
Tax restrictions on mutual funds need a close eye to avoid a whack from Uncle Sam.
<i>Breakfast with Benjamin: </i>Citi under the FBI microscope. Plus: Using P/E ratios to dispel bubble theories, re-calculating the size of the nation's oil reserves, big banks and big overdraft fees, GM and political grandstanding, and it's always a good time to teach kids about money.
An in-depth look at managed futures, which can be a confusing asset class for investors and advisers alike.
Deferred-income annuities can alleviate retirees' fears of running out of money late in life, but they are not for everyone.
Consider the followings ways in which having deeper conversations about client goals might make your job easier and improve your clients' behavior.
As stocks cross a symbolic threshold, advisers fear clients' rushing in at potential market peak.
<i>Breakfast with Benjamin: Why there's no excitement for this stock rally. </i>Plus: Fee-only RIAs in the catbird seat but they can't relax; the active ETF world heating up; what QE has wrought; on Phil Mickelson and insider trading; and Apple's big day.
At its annual conference, the ICI contended that mutual fund investors would be hurt by risk designation
Sarah Bianchi, the director of economic and domestic policy for Vice President Joe Biden, was hired as a managing director in its advisory unit.
Low-cost index funds capturing 25% of new assets but drive just 5% of revenue.
