Risk management is as important to long-term financial planning as the growth of investments
The top-performing socially conscious funds broken down by category.
Money managers say more participants want to link retirement savings to values.
<i>Breakfast with Benjamin:</i> When it's OK to convert to a Roth IRA. Plus: Two emerge as Buffett successors; recognizing seasoned financial veterans, and Asian stocks get a boost from Chinese bankers.
Drop in oil prices send the Oracle of Omaha, and his mixed track record on investing in energy, to the exits but he make a play for a Canadian producer and adds to his big IBM stake.
Look for automatic reallocation, inflation hedges and other features.
As industry turns to smart beta to capture growth, product developers may need to step up stress testing.
Rock star portfolio manager's new addition is the 26th exchange-traded fund launched this year but is possibly the most important as test of active management.
Judges said the firm must face a class-action lawsuit on mortgage debt in bond funds.
Federal Vice Chairman Fischer says the central bank is most likely to raise interest rates in June or September, although economic developments might warrant different timing for liftoff.
<i>Breakfast with Benjamin</i>: The bond market and the Fed are suddenly marching in lockstep, with inflation clarity coming soon.
Exchange-traded funds are exceptional tools for allocating client portfolios, but they can lose their effectiveness if implemented incorrectly.
The dominance of algorithms in trading means advisers need to re-evaluate their processes
Lisa McAlister, the company's former chief accounting officer, pulls her defamation suit, in which she claimed she was a scapegoat for a $23 million accounting error.
<i>Breakfast with Benjamin</i>: The Fed continues to hem and haw on raising interest rates. Plus: Options-based funds get it done, hedge funder spills the beans on 2015, and the outlook for oil prices is all over the map.
Top-rated fund manager, with better record in bonds than stocks, fond of bold pronouncements.
<b>Breakfast with Benjamin:</b> Where the price of oil is likely to settle. Plus: On the responsibility of retirement plan sponsors and mutual fund directors; don't get blown away by the new jobs report and banks pass stress tests with flying colors.
Largest ETF firm wins victory in case questioning its lucrative securities-lending business.
<i>Breakfast with Benjamin</i>: OPEC might be rethinking their strategy of flooding the market with oil to crush the fracking industry.
Four new funds not for the faint of heart or buy-and-hold investors.
