Active exchange-traded funds for the most part have been slow to take off
The ICI and unions are going toe-to-toe over whether mutual funds pose any major systemic risks to the U.S. financial system -- and if the mutual fund industry needs extra oversight
Hedgies' performance badly trails that of S&P 500 in January
Executives at BlackRock Inc. and Invesco PowerShares Capital Management LLC are calling on regulators to address suitability requirements for the sale of sophisticated ETFs, such as commodities-based and leveraged funds.
Index specialist carving out big piece of the action; 'investor favorability' cited
T. Rowe Price Group Inc. appears to be inching closer to launching its first actively managed exchange-traded fund — a fixed-income offering — and experts predict that it will be the first of many of its kind this year.
If nothing else, market conditions over the past few years have proved that most investors tend to overestimate their true risk tolerance wildly
A new health insurance tax credit could hit some small financial advisory firms in their sweet spot — but only if they fit a specific profile
Some large mutual fund companies including Fidelity Investments and J.P. Morgan Asset Management might have to shell out more money to stay on The Charles Schwab Corp.'s transaction fee platform
Study reveals vast majority of municipalities ignore or delay filing required financial reports on debt offerings; lack of manpower blamed
Fund firm relies on social media to dispel doom and gloom, soothe client worries; 'hyperbole'
Meredith Whitney shocked the investment world when she said there would be hundreds of billions of dollars in muni bond defaults this year. Top tax-exempt fund manager Lyle Fitterer has a slightly different take on the situation.
Carrier rejiggers pricing and products due to low interest rates; 'small window' for rivals
Warren Buffett, who amassed the world's third-biggest personal fortune through decades of stock picks and takeovers, told CNBC his worst investment was the textile mill that gave its name to Berkshire Hathaway Inc.
President's budget would end break on corporate-owned insurance; dividends-received reduction also targeted
Prudential once again has pulled back on the living benefits in one of its most popular variable annuities
Genworth Financial Inc.'s decision to leave the variable annuities business could herald more departures by other peripheral players this year.
Group still 'kicking the tires' on MetLife annuity; offering is popular with firm's reps, however
LPL Financial soon will unveil to its representatives an expanded menu of fee-based VAs — a product that has proved unpopular among brokers so far.
Bond fund manager sees little risk of major price hikes; other experts agree
