New report says benefits of exchange-traded funds don't make sense when nestled within the tax-advantaged 529 plans.
Regulators alarmed at lack of knowledge brokers demonstrate about the products they're selling.
In Thursday's <i>Breakfast with Benjamin</i>, oil prices and consumer spending add a hint of concern about the economy to the Federal Reserve's outlook. Plus: Fido app adds new twist to stock picking, retired Franklin Resources billionaire tangles history, and BlackRock added as many ETFs as it shut down last year.
Vanguard Group surpassed State Street Global Advisors as the second-largest ETF provider, a new milestone following a year that was filled with them.
Total new cash reaches $87.8 billion, including $44 billion into iShares.
The former Bond King invested more than $700 million of his own money in his unconstrained bond fund, according to Janus Capital Group CEO Dick Weil. The news sparked a rally in Janus shares.
Although it took until October for the Fed to wind down its bond buying, markets had a radically different reaction than had been forecast: Bonds rose in value.
As dollars in funds top $2 trillion, managers ready exotic products for a new market environment.
Unexpectedly good U.S. economic news and fresh actions by central banks pushed local indexes to new records in the fourth quarter.
Long-term success of acquiring companies enhanced by mergers
Determining whether these ideas have a place in client portfolios, and how to adjust allocations to take advantage of them.
Liquid alts and robo-advice emerge as major stories
Make-or-break firm classification system gives fund managers more insight into fast-growing funds.
iShares manager says money from active managers was primary driver of record 2014.
Platforms, popular with RIAs, post tremendous growth for firms, fund managers.
As the stock market wraps another solid year, advisers are beginning to wonder how long the indexed-investing run can last and are startign to think about risk management, which means looking for active managers.
Despite potentially lower costs and better outcomes for investors, broker-dealers are taking a cautious approach to a product that could slash their revenue.
In a preliminary decision, the Securities and Exchange Commission has rejected applications for nontransparent ETFs from BlackRock, Inc. and Precidian Investments, determining that the proposals are not in the public interest.
Fast-growing ETF money managers told marketing can help navigate shifting tides in asset flows.
Well-known RIA partners with BlackRock's iShares division to invest in companies exposed to potentially paradigm-shifting technologies.
