Chief investment strategist says liquid investments are being challenged to offer competitive returns.
Strategists recommend a slow and steady move into the world's second-largest equity market.
Client demand leads wirehouse to create multi-asset vehicles that reflect investors' values
Index investing giant has challenged the marketing of smart beta funds. Now it's turning to someone whose research has helped those funds grow.
Over the past two years, confidence in passive investing has grown mainly among RIAs while other advisers primarily remain active.
<i>Breakfast with Benjamin</i>: China gets low marks for how it's trying to save its equity markets by preventing the sale of stocks.
A 68-year-old widower claims wirehouse did insufficient due diligence on the troubled money manager.
Not having access to the market has been protecting mutual-fund investors from fast declines.
Thomas M. Rampulla's return to the U.S. comes after the firm recast itself as a patron of an industry that once saw it as a threat.
ETF holds up better than other funds that own riskier, lower-rated debt, which had their worst monthly outflows ever.
<i>Breakfast with Benjamin</i> There's a rising backlash for record-level stock-buyback programs, as Sen. Elizabeth Warren issues charges of 'stock manipulation.'
After a disappointing 2014, intermediate-term bond managers have found their footing.
Fund company's new products attempt to capitalize on the growth of smart beta.
Kara Stein says mutual funds and ETFs that use complex, illiquid strategies 'operate in a gray area'
Fund managers like DoubleLine's Jeffrey Gundlach are arriving late to the ETF game and sound ambivalent about how popular ETFs will become &mdash; but they don't want to be left behind. <b><i>(More: <a href="//www.investmentnews.com/section/specialreport/20150419/ETF042015"" target=""_blank"" rel="noopener">Our full Spotlight on ETFs special report</a>)</b></i>
Filing caps rise-and-fall story of an ETF manager popular with financial advisers. Broadmeadow Capital has agreed to acquire F-Squared's intellectual property, investment strategies and other assets.
The earliest access point will most likely be through inclusion in the MSCI Emerging Markets Index, according to one expert.
Bill proposed by former broker passes key committee, would raise competition with Morningstar.
Steve Schwarzman and Larry Fink, once partners, now vie for Wall Street dominance atop their wildly successful firms.
Firm is expanding hedge funds and alternative investment strategies that can be offered to individual investors, Ronald O'Hanley, the new chief of the the $2.45 trillion State Street Global Advisors.
