Francis Chou returns fees to money-losing Opportunity Fund
<i>Breakfast with Benjamin</i> When it comes to mutual funds, it's important to understand the difference between tax efficiency and after-tax returns.
But for all their charm, ETFs are an increasing concern to regulators
Advisers should assess multifactor ETF options with the due diligence they would apply to an active mutual fund manager.
How are these funds performing? At first blush, not that badly
<i>Breakfast with Benjamin</i> The lessons that were learned from the August 24th flash crash.
You may think you're a contrarian &mdash; a fearless thinker who goes against the herd on the Street. But it's much harder being one than you might think. At least, that's the message from the few stock funds that carry the word “contrarian” in their names.
Financial stocks were the one of the hottest areas in late 2015, and most advisers believed the trend would carry well into the new year. So what went wrong this year?
Fortress says infrastructure in Japan among bright spots of Abenomics
<i>Breakfast with Benjamin</i> Bernie Madoff is not happy with the way he was portrayed in the ABC miniseries about the Ponzi scheme he ran.
U.S. stocks rose as trading resumed after a holiday, catching up with gains in global equities Monday while weakness in crude oil tempered an early advance.
U.S. stocks halted a five-day slide that dragged global equities into a bear market, as oil rebounded from a 12-year low and bank shares surged.
<i>Breakfast with Benjamin</i> U.S. companies are becoming the biggest buyers of stock, which isn't exactly how it's supposed to work.
The Standard and Poor's 500 stock index is down 9.15% this year, but mutual fund investors aren't fleeing &mdash; and that may be because of financial advisers.
With regulators cracking heads over sales of proprietary products, could the overwhelming success of Edward Jones' Bridge Builder program be a problem?
African-Americans are more bullish on the stock market than they have ever been, but still feeling sting from the U.S. real estate crash.
If there's a will, there's a way to package it into an ETF.
Municipal bond funds have remained relatively non-correlated to the turbulence infecting virtually every other investment category.
Fund industry pushes more specialized access, strategies for an eventual turnaround in emerging markets.
Advisers have to explain smart-beta funds' features and potential benefits to clients to ensure they philosophically align.
