Though not cost-free, products find favor and a key place in client portfolios.
The fact is, mutual funds come and go. And they come and go often, which is a reality that financial advisers should not only be aware of, but should be watching for lest their clients are left holding the bag of heavy tax and transaction consequences.
A close look at famous defunct ETFs and the lessons to be learned from their demise.
Seek redefinition of 'retail,' exclusion of tax-exempt funds.
For investors worried about rising interest rates, the new vehicles could be useful.
Former SEC head says,“There is no investment product that is risk-free,” even after the financial meltdown
In a bad omen for the mutual fund industry, the shift toward fee-based compensation is expected to accelerate over the next two years, a new report finds. Who's pushing the trend?
Mutual fund giant Fidelity Investments is set to launch a series of exchange-traded funds, the firm's first in 10 years. Is it too little, too late? Advisers say no, but they're not overly excited, either.
Today's Breakfast with Benjamin includes: Facing the reality of capital gains, Hilton IPO sheds light on hotel stocks, hedge funds go long-only, and the Brits outshop Americans.
Thanks to the stock market rally, among other things, the $287 billion Vanguard Total Stock Market Index Fund has surpassed the $247 billion Bill Gross' Pimco Total Return Fund as the largest mutual fund. At least for now.
Vanguard to pay short-term capital gains on money market funds
Van Eck Associates Corp. is moving ahead with an exchange-traded fund focused on Puerto Rico and other U.S. territories, the first of its kind, even amid the biggest losses for the island's securities since at least 1999.
Investors pumped $8.9 billion into money-market mutual funds on Thursday, the first day of deposits in more than two weeks, as an agreement by lawmakers in Washington averted a government default.
This year's big stock market gains are forcing advisers to think about how to help their clients contend with a potentially stiff capital gains tax bite from mutual fund distributions.
Obamacare may be off the debt ceiling agenda but for investors, there is an exchange-traded fund that holds all the businesses likely benefit. It's had a good run so is there still upside potential?
Will focus on liquid alternatives education as money manager launches new fixed income fund.
Today's Breakfast with Benjamin: The regulator tells the mutual fund industry to stop promising safety and protection. Plus, the QE government bonanza, JPMorgan's Twitter beatdown, SAC Capital trial could go inside the hedge fund.
Firms developing series of multistrategy, multimanager offerings under new venture.
