First off, advisers should tell them that adding international stocks can dampen a portfolio's volatility, and increase the number of potential winners.
The fund giant wouldn't say if regulatory pressure compelled it to impose the practice.
<i>Breakfast with Benjamin</i> Jeffrey Gundlach is embracing the safe haven of gold: "Things are shaky and feeling dangerous."
Junk-bond fund posted $291 million of inflows during rout.
Weighing the pros and cons of the new registered fund
The average long-term government bond fund has soared 10.1% this year, according to Morningstar.
The firm hopes to make it easier for clients and advisers to understand sales charge reductions and waivers.
Plus: How well do you know your non-traditional bond fund, debunking dividend myths, and looking like a million bucks for less
As of May, the exchange-traded fund industry has created 4,602 ETFs with 9,764 listings and assets of $2.996 billion from 247 providers on 63 exchanges.
The departures include top managers and the closure of some funds.
<i>Breakfast with Benjamin</i> Morningstar reshuffles the deck in the active-passive debate, expanding the framework to fold in strategic beta.
Everyone from BlackRock to Vanguard in the alt space
Fiduciaries need to be well versed in these low-cost investment vehicles and how to assess them.
Plus: Why Wall Street is avoiding pot investments, where to invest $10k today, and become financially better off by not doing this
The Fed has been the biggest variable in driving ETF flows. But for now investors are looking to stock-proof, not Fed-proof, their portfolios.
The move comes just a day after MSCI decided not to add China's domestic equities to benchmark indexes.
Five candid responses on ETFs, smart beta, the Labor Department's fiduciary rule and reading up on muckrakers of old.
<i>Breakfast with Benjamin</i> There are ways to protect your bond holdings from the whims of the Federal Reserve.
Some of the more exotic ETF strategies may be difficult to defend as being in a client's best interest.
New guidance amends old rules that had a "chilling effect" on ESG fund use in ERISA plans.
