On today's <i>Breakfast with Benjamin</i> menu, a look at how smart beta has grown in prominence despite criticism, the performance-killing fees of active management, another type of corporate inversion, and more.
On today's <i>Breakfast with Benjamin</i> menu: Investors still too bullish on gold. Plus: Structuring client portfolios for retirement, about that breach at JP Morgan, Pimco's long, hard fourth quarter, a big real estate deal and an event you shouldn't miss.
A big arbitration award, a story about recruiting bonuses and how Vanguard grabbed Pimco's bond crown were among the most read stories this week on InvestmentNews.com. Plus: Lessons from Robin Williams' estate and another investment team loss at LPL.
At issue was accusations the fund giant engaged in self-dealing in 401(k) plan.
But low fees don't necessarily translate into better performance.
Facing pressure to move retirement-plan clients to investment vehicles with dramatically lower fees, the fund giant is moving assets to new trusts.
More Fidelity stock funds are suffering withdrawals than adding money this year. What gives?
A big issue for advisers and investors is the ever-expanding universe of ETFs.
The funds include iShares' target-date lineup and Pimco's foreign-bond trackers.
A former lawyer for the firm has filed a lawsuit alleging the company avoided about $1 billion in taxes over 10 years
<i>Breakfast with Benjamin:</i> The Fed and chief Janet Yellen get more ammo to hold down rates. Plus: AIG inches back into DC lobby; why some stocks never split; and where the smart money is going
<i>Breakfast with Benjamin</i> brings you up to speed on reactions to Janet Yellen's mixed messages on the U.S. job market, gold's surge, and Russian mutual funds' fall.
BlackRock, fielding question on rival Vanguard, says it's best suited to educate the market about the power of ETFs.
Judge poised to rule on whether a trial can proceed on claims the company violated its fiduciary obligations.
Today's <i>Breakfast with Benjamin</i> looks at the impact of the junk bond selloff, Morningstar's approach to nontraditional bond funds, how higher rates will ripple across the economy, and much more.
But funds are built differently and due diligence is critical.
Lower broker-dealer bond inventories and growing use of high-yield funds could test markets, increase price swings.
A trade group's study says tough competition between fund managers is driving fees in 401(k) plans lower — but investors still may not be getting a good deal.
Bank-owned money manager may look to acquisitions to drive growth .
