Some investment pros see buying opportunity in closed-end funds as trading volatility increases
Track the performance of the best and worst target-date funds through the third quarter, and see <a href="http://www.investmentnews.com/article/20141026/REG/310269997/conservative-target-date-funds-weathered-the-third-quarter-market-rout" target="_blank">which funds best weathered the market's volatility.</a>
Morningstar researcher suggests 30% allocation to annuities - and more equities.
Custodian considering jumping on bandwagon popular with RIAs as other platforms grow big.
Five years after the last bout of mutual fund merger mania, the lesson remains: Grow, and then grow some more.
ALTS will track an index maintained by Morningstar that includes allocations to seven different alternative investment strategies
Rulings on transparency, structure of active funds could expand market.
Deal adds $1.5 billion in AUM to N.Y. Life, including $950 million in multi-strategy exchange-traded fund.
Value in managed volatility comes from potentially getting equity-like exposure with similar returns, lower volatility and better downside performance
Wading into a crowded ETF market, J.P. Morgan is set to launch 'strategic beta' fund on Tuesday. <i>Don't miss: <a href="http://www.investmentnews.com/article/20131023/BLOG03/131029954" target="_blank">How smart beta ETFs turned closet indexing into a winner</a> and <a href="http://www.investmentnews.com/article/20130821/BLOG15/130829982" target="_blank">Smart beta is silly talk</a></i>.
Indexing pioneer attracted more money from investors in the first 10 months of 2014 than it has in any full calendar year in its 39-year history, drawing some funds from Pimco outflows after Bill Gross' departure.
Pacific Life Insurance Co., the insurer where Pimco was started as a bond unit in 1971, is moving money from Bill Gross's old firm to Janus Capital Group, which the bond legend joined last month.
Equity ETFs ranked by quarterly returns, inflows, outflows and more
<i>Breakfast with Benjamin:</i> Fresh talk of extending QE is a sign that the markets just want more. Plus, gold shines bright among the carnage, learning to love leverage, and more.
<i>Breakfast with Benjamin:</i> When in doubt, follow bonds' lead. Plus: Consumer spending to the rescue, Johnson replaces Johnson at Fidelity, and more.
Replaces father, Edward “Ned” Johnson, who will retire but remain chairman.
UBS is preventing some clients from investing in Pimco funds following the abrupt departure of Bill Gross, as well as increased scrutiny from influential investment researchers.
Abigail Johnson, successor at the privately owned, family-run company, wants to understand the businesses of her clients, including advisers.
