<i>Breakfast with Benjamin</i>: The solid housing market stands in contrast to the dismal first quarter GDP numbers.
Investors inject $19.5 billion into equity ETFs in the first quarter
New multialternative fund seen as endorsement of alts, while pressuring fees
Morningstar wants to become 'ubiquitous' with investors, according to founder Joe Mansueto. Will their new initiatives turn around the firm's declining share prices and profits?
Advisers are true believers in the tools as asset allocators, but aren't giving up on mutual funds
Popularity of active strategies by pensions and endowments limiting use but more coming on board.
Two exchange-traded funds help firm exceed $50 billion in assets.
Actively managed and passively managed target-date funds produce similar investment returns over longer time frames, new research shows.
Target date funds are throwing off solid returns and protecting investors from their worst instincts. But they can be expensive.
2014 decline marked sixth-straight decrease, according to Morningstar's annual survey.
<i>Breakfast with Benjamin</i>: The Nasdaq is back to 2000 levels, but everything else is different.
$47 billion money manager takes first move in burgeoning exchange-traded product world
<i>Breakfast with Benjamin</i>: The Carlyle Group is shutting down two liquid alternative mutual funds it launched last year.
<i>Breakfast with Benjamin</i>: A 25% pay raise to $22.5 million means it's good to be Morgan Stanley CEO James Gorman.
<i>Breakfast with Benjamin</i>: State Street gets poor marks from financial advisers, despite dedicated efforts to mend fences and build new relationships.
How ETFs are faring compared to mutual funds, which ETF companies are winning (and losing) and which investment categories investors are favoring
<i>Breakfast with Benjamin</i>: The firm is closing or consolidating 20 money market funds with $200 billion in assets.
Brokers who sell index funds may get a leg up from newly proposed requirements that would impose more stringent advice standards.
The answer to which strategy is best will depend on the scenario in question.
The Mutual Fund Store, the 10th-biggest RIA by AUM <a href="http://data.investmentnews.com/ria/" target="_blank">according to <i>IN</i>'s database,</a> is led by CEO John Bunch, who's taking a number of steps to keep growing as it eyes an eventual IPO.