<i>Breakfast with Benjamin:</i> Cheap oil draws interest in energy ETFs. Plus: Finding value under the hood of hedge funds, how to talk like a Wall Street guru, and get insurance or get ready for Obamacare taxes.
As the stock market wraps another solid year, advisers are beginning to wonder how long the indexed-investing run can last and are startign to think about risk management, which means looking for active managers.
New report from Morningstar casts doubt on the relative cost advantages of popular exchange-traded funds. And there is, of course, the Vanguard effect.
Despite potentially lower costs and better outcomes for investors, broker-dealers are taking a cautious approach to a product that could slash their revenue.
In a preliminary decision, the Securities and Exchange Commission has rejected applications for nontransparent ETFs from BlackRock, Inc. and Precidian Investments, determining that the proposals are not in the public interest.
Fast-growing ETF money managers told marketing can help navigate shifting tides in asset flows.
Well-known RIA partners with BlackRock's iShares division to invest in companies exposed to potentially paradigm-shifting technologies.
Resist the temptation to increase risk for low savers, as every dollar becomes more important.
What are the investor benefits to transparency? Do most investors really care if they can actually see and examine their ETF holdings every day?
Janus Global Unconstrained Bond Fund reports assets of $1.21B; fund returned 0.38% in November, beating 85% of peers.
Even if Cuba's economy doubled, it still wouldn't be 'big enough to move the needle for the U.S.'
Investors pull just $9.5 billion from flagship fund after $32B drawdown in October.
Morningstar report says outflows of $300B to $350B in next few years could hit firm's bonus pool, lead to key departures.
BlackRock sees a future in portfolios that emphasize social goals.
Popularity is rising among philanthropically inclined investors hoping to offset capital gains taxes.
New filings by the liquid alts mutual fund manager offer details for its long-anticipated ETF debut.
Start your week with <i>Breakfast with Benjamin</i>, featuring serious speculation about how bad oil prices might get. Plus: Russian equities take a direct hit, gold prices tank on a Swiss no-vote, and using Cyber Monday to satisfy your inner foodie.
Consultancy says fund houses must pivot to independent advisers and new products to drive growth.
Can Goldman Sachs put ETF investors on a liquid diet?
Untested approach compared to adding cyanide to cupcakes
