Brand perception is keeping the fund giant from making inroads with RIAs, survey shows; 'hard to change people's thinking.'
Clients are piling into bond funds at exactly the wrong time. If inflation kicks in, investors in longer term funds will be stuck with puny interest rates. They could sell, but likely at a big loss. No wonder some experts say it may be time to bar new investors from the funds.
BlackRock sees market for exchange-traded bond funds topping $2T in next decade
Justin Leverenz never followed the crowd. While other students at the University of California, San Diego in the 1980s were studying Japanese, Mr. Leverenz, now portfolio manager of the $25 billion Oppenheimer Developing Markets Fund, began to learn Mandarin.
In an environment where yields are low and the stock market is lackluster, MLPs offer much desired returns and some legitimate diversification.
Net flows for 529s turn positive in the fourth quarter; 'good sign for the industry'
Stock picking vs. indexing? Advisers may tout the virtues of active management, but investors are voting with their feet. And based on net inflows at Vanguard this year, this race isn't even close.
In the middle of a presidential election year, it's natural to focus on the combat for the White House. The real impact of the vote this November, however, will be felt at the regulatory level by the personnel who are appointed by the president and implement financial-services rules.
JPMorgan this week stopped issuing shares in its popular Alerian MLP exchange-traded note. That should be a signal for investors to monitor the situation. Here's why.
Exchange-traded funds are attracting new investors to the bond market rather than just capturing mutual fund customers, according to BlackRock Inc.'s Matthew Tucker.
Buys long/short fund, then persuades SEC to allow conversion; acquires portfolio manager in the process
Launch comes on the heels of success of exchanged-traded version of flagship fund
Changes to money-market funds would hike costs dramatically, decimate business, says professor
Low volatility offerings designed to minimize volatility; 'lot of risk aversion from advisers right now'
