Vanguard Group surpassed State Street Global Advisors as the second-largest ETF provider, a new milestone following a year that was filled with them.
With its data-driven models, the company, which puts advisers through a rigorous process before allowing them to use its funds, attracted the third-most money in 2014, behind only Vanguard and JPMorgan. Here's how.
Total new cash reaches $87.8 billion, including $44 billion into iShares.
On today's <i>Breakfast with Benjamin</i>, are investors ready to run back into precious metals? Plus: What a breakup of JPMorgan Chase would look like, seeing 2015 through the eyes of Jeffrey Gundlach, and the pros and cons of living in a state with no income tax.
Billionaire fund manager and family hold shares worth $739 million.
The former Bond King invested more than $700 million of his own money in his unconstrained bond fund, according to Janus Capital Group CEO Dick Weil. The news sparked a rally in Janus shares.
Although it took until October for the Fed to wind down its bond buying, markets had a radically different reaction than had been forecast: Bonds rose in value.
American Beacon signs on to structure that combines aspects of mutual funds and ETFs.
The flagship fund, which suffered heavy withdrawals last year, failed to meet ex-boss Bill Gross' forecast that it would be on top by the end of 2014, recording a second-straight year of trailing most of its peers. The fund is poised to benefit from rising rates in 2015.
DOL tip in 2013 prompts plans to take a look at how the funds fit.
Barbell approach can help advisers manage through the volatile first quarter earnings season without ditching stocks altogether.
Pimco named Marc Seidner as lead manager of the Pimco Unconstrained Bond Fund as Saumil Parikh leaves the firm, the first high-profile departure since the surprise exit of co-founder Bill Gross.
As dollars in funds top $2 trillion, managers ready exotic products for a new market environment.
Unexpectedly good U.S. economic news and fresh actions by central banks pushed local indexes to new records in the fourth quarter.
On Friday's <i>Breakfast with Benjamin</i>, average compensation at hedge funds remains gaudy, even with performance down. Plus: Smart beta takes another step out of the shadows, the right way to clean up your portfolio, and the new Congress sets the tone by taking an early swipe at Obamacare.
Long-term success of acquiring companies enhanced by mergers
Big drop from prior month but the unconstrained bond fund nears $1.4 billion in total assets.
Today's <i>Breakfast with Benjamin</i> features a look at how Bill Gross' own money is pumping up his new Janus fund. Plus: The Fed ponders and ponders some more, the surging dollar is poised for a pullback, another Obamacare surprise for tax-filers, and how grandchildren can derail retirement plans.
Determining whether these ideas have a place in client portfolios, and how to adjust allocations to take advantage of them.
Assets flood non-U.S. funds, but a broader allocation comes with trade-offs in a volatile world.
