Potential is there to meet investors' objectives of capital preservation, growth and income without taking on unacceptable risk
<i>Breakfast with Benjamin</i>: A dead asset no longer, gold shines bright above its 200-day moving average for the first time in five months.
The debate over whether investors are 100% rational 100% of the time continues to drive investment innovation.
Reports find understanding remains scanty and strategies used don't always match goals.
<i>Breakfast with Benjamin</i>: The third quarter was not kind to active fund managers, with two-thirds unable to beat their benchmarks.
RIA custodian is also "taking a look" at role of Morningstar in selecting funds and considers sharing data on advisers, according to an executive.
The goal of alt funds, which track such things as commodities and hedge fund strategies, is to provide returns that don't move broadly in tandem with stock and bond markets. Here's how they did.
Recent fund performance is leaving higher-profile competitors in the dust.
Remedies include clarifying rules for canceling trades, loosening short-selling restrictions and protecting small investors by restricting some orders.
Stock market volatility drives up the appetite for alternative strategies.
New liquidity rules would require mutual funds and ETFs to develop risk management programs and allow for 'swing pricing.'
Schwab's fund platform is expanding to 198 the number of ETFs that trade without commissions.
The trick is knowing when and where to move in or out.
Topping the list of the best-performing exchange-traded funds of the past 10 years is the PowerShares Dynamic Pharmaceuticals Portfolio, with an eye-popping return of 420%.
With the $3 trillion in exchange-traded funds worldwide expected to double by 2020, the powerful bank is preparing to launch its first line of them.
New ActiveBeta funds, which try to beat the market, give Goldman a foothold in ETFs.
Rules governing markets need to be updated because they aren't designed to cope with the proliferation of exchange-traded funds: BATS CEO.
The strategy can help deliver gains when times are good but can damage the diversification investors often blindly rely on when allocating to many index-based ETFs.
The unshakable fealty of financial advisers is starting to pay off for American Funds in the wake of historic sales declines.
J.P. Morgan Asset Management, <a href="http://www.investmentnews.com/article/20150115/FREE/150119961/j-p-morgan-funds-garner-most-dollars-from-advisers-morningstar" target="_blank">the top-selling stock-picking fund manager for the past two years</a>, is getting help selling its index-tracking ETFs from Charles Schwab.
