<i>Breakfast with Benjamin</i> In the wake of the March launch of the SPDR SSGA Gender Diversity Index ETF (SHE), out rolls the Bloomberg Financial Services Gender Equity Index.
Mutual funds argue an SEC proposal would save millions of trees, while paper companies say going digital would harm elderly investors.
One-year anniversary shows lots of effort to calm nerves, rebuild investor trust.
Trend toward low-cost passive mutual funds will reduce margins.
The agency is scrutinizing ETFs because of instances of sharp volatility, and has launched an initiative to evaluate how mutual funds can better inform investors about costs.
The rise of passive asset management threatens to fundamentally undermine the entire system of capitalism, say analysts at research and brokerage firm Sanford C. Bernstein & Co.
New regulation was catalyst for broker-dealer to impose uniformity, says LPL Financial's Mark Casady.
Passive is leading now, but there is still hope for active management
Plus: Jim Cramer's mad method, prime money funds shrink, and how to have fewer regrets when you retire
One attorney called the lawsuit an "attack" on the investment-management structure within variable annuities.
Plus: Saving society through active management, hedge fund investors head for the hills, and eating healthier food that actually tastes like food
Intermediate-term bonds took in $15 billion last month &mdash; the largest inflow of any Morningstar category.
Even coal, which has seen hundreds of mines close worldwide, is riding the commodity rally.
High demand, stock market valuations, stingy bond yields and unorthodox monetary policy may be stoking the rally, which seems to have legs.
Men still overwhelmingly dominate investment management, but women have made inroads, especially in money market funds.
The agency is particularly interested in conflicts of interest where the adviser is also a broker-dealer or affiliated with a broker-dealer that gets fees from sales of particular share classes.
Complex tracking basket that would be published daily a key component of the product.
