Historically, access to alternative private investment opportunities has been for institutional investors, but now the mass affluent are demanding this access as well. In turn, a new product type, the interval mutual fund, is providing the next evolution in alternative investing.
Money managers are turning on stocks that have delivered the best returns during the bull market: small caps.
ETF investors say BlackRock keeps too much of the proceeds from securities-lending business.
Firms set to launch actively managed accounts, a move likely to stoke competition.
SEC says company overstated performance of its flagship ETF over a seven-year period, and it charged the former CEO for making false and misleading statements.
<i>Breakfast with Benjamin:</i> What's up with junk bond investors? Plus: Four sorry years of Dodd-Frank, ignore the Fed's warnings at your own risk, mathematical excuses for sluggish wage growth, and it's not too late for a mid-year portfolio checkup.
On today's <i>Breakfast with Benjamin</i> menu, the latest step the Obama administration is taking to push back against Russia, plus just how much support the Clintons have among Dow Jones Index companies, and much more.
Putting market-cap indexes in perspective.
<i>Breakfast with Benjamin:</i> Investors' nerves are fraying and that's not a good thing. Plus: Spiking demand for U.S. Treasuries, dodging corporate taxes, the ABCs of liquid alts, risk-adjusted sector performance, and boning up on your Cinco De Mayo history.
Deutsche Bank AG's asset management unit has started the first U.S.-based exchange traded fund that allows investors to buy Chinese stocks trading in both the domestic and foreign markets.
Transparency a minor issue, says RevenueShares' Vince Lowry
Exposure to variable-rate preferred stocks offers dividend income stream that moves with rates.
<i>Friday's menu:</i> Investors waking up to Putin's Russia risks. Plus: Russia's debt downgraded as Kerry issues another warning; U.S. manufacturing comes back (but housing has not); how about this call: gold to hit $5,000 an ounce; the SEC starts to dissect liquid alt funds; and how sanctions are supposed to work.
Gross' firm and Western Asset pulled as subadvisers from Mercer fund with $1.1 billion.
<i>Breakfast with Benjamin:</i> Sugar-coating data to downplay retirement-income challenges. Plus: Simplified Fed-speak, ETFs continue to threaten active management, leveraged-loan fund investors hit the bricks, and there are still undervalued stocks worth considering.
Former brokerage exec Joseph Sullivan has embarked on a radical new plan to restore faded fund firm Legg Mason to its former glory. So far, it's working.
New offering from hedge fund manager AQR seeks to exploit lag between news and market reaction
Mohamed El-Erian's departure from the world's biggest bond manager sparked media reports of tension with Bond King Bill Gross but in a new interview, the former co-CIO called Mr. Gross “a great investor.”
In one corner of the U.S. equity market, investor enthusiasm is exceeding the frenzy of the Internet bubble.
