Mutual Funds

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ETFS JUL 27, 2015
Janet Yellen, Fed ready to raise rates in September and here's why

<b>Breakfast with Benjamin:</b> Despite still-tepid economic growth and few signs of inflation, Janet Yellen and her colleagues at the Federal Reserve will lift rates in September for one major reason.

By Jeff Benjamin
Gold not getting boost from investors seeking safe haven from Greek crisis
ALTERNATIVES JUL 27, 2015
Gold not getting boost from investors seeking safe haven from Greek crisis

The precious metal stays in trading range as Greece lives on the edge of default due to tepid inflation, muted demand for gold from China and a strong U.S. dollar.

By Jeff Benjamin
MUTUAL FUNDS JUL 27, 2015
Eaton Vance offers to pay broker-dealers that adopt 'NextShares' active funds

Firm faces challenge convincing broker-dealers to sell a new type of investment product.

By Trevor Hunnicutt
MUTUAL FUNDS JUL 26, 2015
The best- and worst-performing target date funds

How these funds fared in the second quarter of 2015

By Bloomberg
WisdomTree launches ETFs to minimize impact of strong U.S. dollar
ETFS JUL 26, 2015
WisdomTree launches ETFs to minimize impact of strong U.S. dollar

Company also has fund ready for weakness in the greenback, which will maximize holdings in exporters.

By Bloomberg
Health care creates a bright spot for beleaguered stock-pickers
EQUITIES JUL 25, 2015
Health care creates a bright spot for beleaguered stock-pickers

Sector funds give specialist managers an opportunity to shine during a long bull market.

By Trevor Hunnicutt
PRACTICE MANAGEMENT JUL 23, 2015
SEC charges fund manager First Eagle for improper distribution payments

The firm and its fund distributor will pay $40 million to settle claims in what the SEC says is 'first' in an ongoing series of investigations.

By Trevor Hunnicutt
Capital Group chairman James Rothenberg dies at 69 of heart attack
MUTUAL FUNDS JUL 21, 2015
Capital Group chairman James Rothenberg dies at 69 of heart attack

Long-time investment manager led the firm to become world's largest mutual fund company at its peak.

By Bloomberg
Making sure the ETF you buy is the one you need
ETFS JUL 21, 2015
Making sure the ETF you buy is the one you need

The myriad of options now available in the market makes choosing the right ETFs a challenge, particularly for complex portfolios.

By Scott Kubie
Liquidity in bond ETFs: The real story
ETFS JUL 20, 2015
Liquidity in bond ETFs: The real story

Past patterns show that Carl Icahn's worries about havoc in the market are not grounded in fact.

By Todd Rosenbluth
Carl Icahn vs. Larry Fink: Should advisers fear junk bonds?
ETFS JUL 20, 2015
Carl Icahn vs. Larry Fink: Should advisers fear junk bonds?

Legendary activist investor sounds the alarm while BlackRock CEO pushes back.

By Jeff Benjamin
Hedge fund specialist SkyBridge pushes back against liquid alts trend
EQUITIES JUL 20, 2015
Hedge fund specialist SkyBridge pushes back against liquid alts trend

Liquidity, performance concerns and business conflict cause the expanding hedge-fund firm to take a more traditional approach to mutual funds.

By Trevor Hunnicutt
Goldman pares down liquid alts, presses Morningstar to follow suit
EQUITIES JUL 17, 2015
Goldman pares down liquid alts, presses Morningstar to follow suit

The key is bringing liquid alts more in line with hedge fund strategies

By Jeff Benjamin
Wells Fargo, Raymond James, LPL to repay investors more than $30 million for mutual fund overcharges
PRACTICE MANAGEMENT JUL 17, 2015
Wells Fargo, Raymond James, LPL to repay investors more than $30 million for mutual fund overcharges

Finra says Wells Fargo, Raymond James and LPL self-reported their failures to waive sales loads for Class A shares for retirement accounts and charities.

By Mark Schoeff Jr.
Capital Group parent names Armour chairman, replacing Rothenberg
MUTUAL FUNDS JUL 16, 2015
Capital Group parent names Armour chairman, replacing Rothenberg

32-year veteran of the $1.25 billion money manager is a champion of active management.

By Bloomberg
With high-yield ETFs, costs can be hidden
ETFS JUL 16, 2015
With high-yield ETFs, costs can be hidden

Investors who see ETFs as an easy and inexpensive way to tap into the high-yield market should look again.

By Gershon Distenfeld
INDEPENDENT BROKER DEALERS JUL 16, 2015
Edward Jones continues push into proprietary funds

Brokerage giant is expanding its lineup of proprietary mutual funds for its 12,000 brokers and financial advisers a year and a half after the firm launched its first fund.

By Bruce Kelly
Morningstar repeats 'not-ratable' status for Gundlach's DoubleLIne Total Return Bond Fund but can't ignore its success
MUTUAL FUNDS JUL 15, 2015
Morningstar repeats 'not-ratable' status for Gundlach's DoubleLIne Total Return Bond Fund but can't ignore its success

Even though Morningstar, for the second year in a row, has released its analysis dubbing the DoubleLine Total ReturnBond Fund not-ratable, analyst Sarah Bush is unable to get around pointing out that it's pretty good.

By Jeff Benjamin
You know investors are getting nervous when oil becomes a safe-haven play
ALTERNATIVES JUL 15, 2015
You know investors are getting nervous when oil becomes a safe-haven play

<i>Breakfast with Benjamin</i>: Oil stocks are starting to attract investors seeking safety, and that should be cause for concern.

By Jeff Benjamin
9 things companies do during earnings season that investors hate
RETIREMENT PLANNING JUL 14, 2015
9 things companies do during earnings season that investors hate

<i>Breakfast with Benjamin</i>: Some things companies do during earnings season that can really rub investors the wrong way.

By Jeff Benjamin