Massachusetts' top securities cop is investigating the failure of an accounting platform he said delayed correct pricing for billions of dollars in mutual funds and ETFs.
First Trust Dorsey Wright Focus 5 offers easy way into a popular sector rotation strategy.
New zero-to-100 rating would indicate the environmental, social and governance impact of a fund's holdings.
Market turmoil of Aug. 24 prompts examination of how exchange-traded products are priced and traded.
<i>Breakfast with Benjamin</i>: Warren Buffett's distaste for activist investing boils down to simple math.
Potential is there to meet investors' objectives of capital preservation, growth and income without taking on unacceptable risk
<i>Breakfast with Benjamin</i>: A dead asset no longer, gold shines bright above its 200-day moving average for the first time in five months.
Insurer is trying to capitalize on big growth seen among asset-allocation products in the DC market and betting managed accounts become more widely used.
The debate over whether investors are 100% rational 100% of the time continues to drive investment innovation.
SEC report underscores concern that some funds could have trouble meeting investor withdrawals in times of market stress.
Three allocation strategies that could let clients tap into the global infrastructure boom
When fund managers can go anywhere, sometimes they do.
Reports find understanding remains scanty and strategies used don't always match goals.
<i>Breakfast with Benjamin</i>: The third quarter was not kind to active fund managers, with two-thirds unable to beat their benchmarks.
<i>Breakfast with Benjamin</i>: Now that hedge funds have the green light to market their wares, they're zeroing in on independent advisers.
RIA custodian is also "taking a look" at role of Morningstar in selecting funds and considers sharing data on advisers, according to an executive.
The goal of alt funds, which track such things as commodities and hedge fund strategies, is to provide returns that don't move broadly in tandem with stock and bond markets. Here's how they did.
Firm has raised $8.1 billion for its seven Bridge Builder funds this year as it moves money from its fee-based platform.
Recent fund performance is leaving higher-profile competitors in the dust.
