Ill-named strategy finds place between passive and active.
Plus: El-Erian's gloomy forecast, what it will take to save Social Security, and it's time to start taking cannabis investing seriously
<i>Breakfast with Benjamin</i> So far, nobody has been prosecuted for contributing to the 2008 financial crisis. “This gags me,” said Elizabeth Warren.
Competition from index funds could hold the death rate steady going forward.
A look at the ESG funds that have performed the best as socially responsible investing has grown in popularity.
The precious metal is already up nearly 17% from the start of the year, and some analysts are now suggesting the case for gold is getting even stronger.
Investors can see how funds rate when it comes to sustainability factors. But public access could mean more pressure and focus on ESG issues from clients.
The average stock fund investor is still sitting on losses since the market's May 2015 peak. But many funds that invest like your grandparents have already climbed out of the hole.
Investors are piling in to gold funds, ETFs
Some analysts say the pullback makes more sense than the rally
Scoring funds for social, environmental and governance factors feeds a growing investor appetite
Hybrid exchange-traded mutual fund called a 'test case', and is already receiving some skeptical reviews.
Most fund managers want to stay fully invested.
Help keep clients invested for the long term, allaying real fears that their money &mdash; and dreams &mdash; may disappear.
Steps advisers can take to avoid getting hurt by the fund giant's rise in the planning space.
Advisers should assess multifactor ETF options with the due diligence they would apply to an active mutual fund manager.
<i>Breakfast with Benjamin</i> The lessons that were learned from the August 24th flash crash.
<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.
<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.
If there's a will, there's a way to package it into an ETF.
