Ex-employee alleges low-cost fund provider operated as an illegal tax shelter, avoiding about $1 billion in taxes over 10 years
On today's <i>Breakfast with Benjamin</i> menu, learn about an odd new market indicator, the implications of ongoing investor optimism and much more.
Sales expected to hit $20 billion as low interest rates and liquidity events spark industry.
<i>Breakfast with Benjamin:</i> Going short-term with investments. Plus: Watching the Fed chase the markets, punishing corporate taxes force more companies overseas, the Dow inches toward another milestone, the pros and cons of 401(k) loans, and you too can be a bond trader.
Chief executive says leveraged ETFs could 'blow up' the industry, but some ETF fans disagree.
New report cites potential costs of systemic risk designation for asset managers
Checks on sponsor companies and protection for investors and advisers is welcome, but statement reporting adds more confusion than clarity
The alternative pitched as a way around rising rates isn't holding up it's end of the bargain very well; maybe it's time to look at individual bonds
Pimco's storied but embattled bond king seeks to rebuild Pimco's flagship fund, as well as his reputation. <i>Plus: <a href="http://www.investmentnews.com/section/specialreport/20140615/MUTUAL">Our full mutual funds special report.</i></a>
At <a href="http://www.investmentnews.com/section/video?playerType=Events&eventID=Pershing2014&playlistID=3603510948001">Pershing's Insite 2014</a>, BNY exec Brian Shea says bigger Wall Street players continue to face economic and regulatory challenges, opening the door for smaller firms.
Proponents of the strategy tout its effectiveness in any rate environment.
Advisers sticking with the tried-and-true bond laddering strategy could be hurting clients amid looming rate increases.
Bond yields are beginning to move back toward familiar territory, which provides a reminder that bonds were never really designed to provide high returns. They were and are designed to provide security. In other words, the party is over.
Plus: Individual investors zig as professionals zag, hedging the U.S. market by going global, Citigroup in the spotlight, and futbol mania
Personalized financial advice should take cues from the robo-adviser trend/
Tax restrictions on mutual funds need a close eye to avoid a whack from Uncle Sam.
<i>Breakfast with Benjamin: </i>Citi under the FBI microscope. Plus: Using P/E ratios to dispel bubble theories, re-calculating the size of the nation's oil reserves, big banks and big overdraft fees, GM and political grandstanding, and it's always a good time to teach kids about money.
An in-depth look at managed futures, which can be a confusing asset class for investors and advisers alike.
Consider the followings ways in which having deeper conversations about client goals might make your job easier and improve your clients' behavior.
