BlackRock poll show most find it hard to pay bills and put money aside for retirement; Social Security considered key source of income.
In an <i>InvestmentNews</i> exclusive, the Bond King explains his 'constructive obsession' with defeating rivals and answers advisers' burning questions. <b>More coverage: <a href="http://www.investmentnews.com/section/specialreport/20141006/GROSS" target="_blank">Our special report on Gross' next chapter</a></b>
Gold price disconnect signals a value play for select miners and ETFs
Even if an investor didn't sell shares in a fund this year, if a manager took profits or sold to meet redemptions, the investor shares in the tax burden.
Tuesday's <i>Breakfast with Benjamin</i> features bond sales hitting a new record as rate hikes loom. Plus: Bracing for a global currency war, falling oil prices catch fund managers by surprise, and making 2015 the year of the maxed-out 401(k).
Performance makes funds seem bedeviled, but sometimes curse lifts.
<i>Breakfast with Benjamin:</i> Oil traders put on their seatbelts. <i>Plus:</i> Hedge funds becoming mutual funds; it's going to be a good holiday for tech gadget junkies; and the big difference between a purebred heritage turkey and the one you'll probably be eating tomorrow.
'Swallowing hard' and sending checks to clients, Guggenheim sticks with strategy for advisers.
Wall Street strategists have crunched a lot of numbers recently in an effort to answer a simple question: Why have active fund managers done such a lousy job picking stocks this year?
Largest U.S. exchange-traded fund that tracks mainland Chinese stocks sank more than 7% after policy makers tightened curbs on the local debt market, fueling a rout across asset classes.
The level of noise surrounding the financial markets can interfere with sound decision-making.
Single-country funds average 12-month gains of 55% but region can be volatile for investors.
Real assets making up 10% of institutional "inflation buckets."
Betting that inflation will reverse gold's slide
The agency's goal is to ensure funds are liquid enough to meet client redemptions.
Financial advisers doing end-of-the-year planning for clients must begin the work of reconciling the gains of the U.S. economy and financial markets with mutual fund and ETF capital gains that could increase those clients' tax liabilities.
Due diligence on funds requires blending performance data with professional judgment
Mutual funds with sales charges and distribution fees are on pace for their fifth and possibly largest-ever year of redemptions.
New platform aspires to be an alternatives outsource for financial advisers.
Trading debt and equity for a distribution relationship may not be right for all advisers.
