Advisers should take action now and proactively suggest tax-management strategies to clients rather than waiting for them to approach you.
Even with crude oil now hovering around $45 a barrel, there is debate over whether it is time to buy or steer clear of the global commodity.
Untested category suffers $4B in net outflows this year as it is about to be tested by higher rates.
Advisers need to provide better guidance so that clients get into — and out of — nontraditional bond funds at the right times.
As China sorts through a serious market plunge and economic contraction, overexposure can slice into gains
Eaton Vance looks to win the "VHS/Betamax war" for the future of actively managed investments.
<i>Breakfast with Benjamin</i> DoubleLine's Jeffrey Gundlach believes $40 oil is something investors should be worried about.
<i>Breakfast with Benjamin</i>: Tampa-based fund manager to plead guilty to investment fraud in relation to $9M worth of Facebook stock he purchased then sold and was caught short when the stock price rebounded.
Plaintiffs accuse firm of receiving almost half of the management fees while a sub-adviser did most of the work.
In its sales turnaround, third largest U.S. fund company relies on retention of existing advisers and lower-cost share classes.
Withdrawals mark 27th-straight month of outflows but pace continues to slow.
Research finds that the overall level of closed-end fund discounts trumps interest rate changes.
Advisers say the presidential hopeful and real estate mogul's investments reveal a scattered approach to money management. <i>(See <a href="//www.investmentnews.com/gallery/20150723/FREE/723009998/PH"" target=""_blank"" rel="noopener">the top five fund companies holding Mr. Trump's money</a>.)</i>
Expense ratios to be cut between 39% and 44% for new and existing shareholders through October 2017.
All is not lost: 'You might get 90 cents on the dollar, or you might get 30 cents on the dollar.'
Flows turn mixed but overall universe expected to grow by 5% this year to about $495 billion.
In the past 12 months investors traded $18.2 trillion worth of exchange-traded fund shares, which means the amount of dollars exchanging hands through ETFs is now more than the U.S. gross domestic product, which stands at $17.4 trillion.
The compounding effect in leveraged ETFs is a bit like a full moon. It's pretty when it happens, but it is the exception and not the norm. Normally, the daily resetting can hurt investors over longer holding periods. Gold miner ETFs offer a case study.
Although the exchange-traded product business is booming, that doesn't mean a lot of funds aren't being closed, which could be one sign of a healthy market.
Former PowerShares executive says the exchange-traded fund world includes “some really ill-conceived ideas.”
