Look for automatic reallocation, inflation hedges and other features.
As industry turns to smart beta to capture growth, product developers may need to step up stress testing.
Rock star portfolio manager's new addition is the 26th exchange-traded fund launched this year but is possibly the most important as test of active management.
Judges said the firm must face a class-action lawsuit on mortgage debt in bond funds.
<i>Breakfast with Benjamin</i>: The bond market and the Fed are suddenly marching in lockstep, with inflation clarity coming soon.
Exchange-traded funds are exceptional tools for allocating client portfolios, but they can lose their effectiveness if implemented incorrectly.
<i>Breakfast with Benjamin</i>: The Fed continues to hem and haw on raising interest rates. Plus: Options-based funds get it done, hedge funder spills the beans on 2015, and the outlook for oil prices is all over the map.
Largest ETF firm wins victory in case questioning its lucrative securities-lending business.
<i>Breakfast with Benjamin</i>: OPEC might be rethinking their strategy of flooding the market with oil to crush the fracking industry.
Four new funds not for the faint of heart or buy-and-hold investors.
Boston mutual fund and brokerage giant increased its earnings by 29% last year despite surging investor redemptions of its mutual funds.
Massive investment firms look to tackle a growing theme in fund management.
Baltimore-based mutual fund manager takes big step toward a popular product.
Buy low now vs. waiting a year and hoping for the best from the commodity.
In trying to capitalize on the news of mergers and acquisitions, hedge funds are being outdone by an exchange-traded fund clone.
The vast majority of these funds are new, and they require scrutiny in context of other assets.
Today's <i>Breakfast with Benjamin</i> includes gold hitting its highest level since September. Plus: Obama wants to tak 529 plans to fund free community college, emerging-market-debt managers emerge from the wreckage of 2014, and it's time to change some passwords.
Adviser-sold fund giant starts to see some flows after pressing view that active management, especially for retirement goals, works.
Some strategies stay aggressive right up to target date while others dial down risk; each group has its reasons
The solid relative performance of alternatives makes the case for diversification of portfolios in 2015.
