<i>Breakfast with Benjamin:</i> At some point in the first quarter, investors got defensive. So what does that mean now? Plus: It's all about Friday's jobs report, Michael Lewis calls out the stock market for being rigged, Obamacare investing risks and opportunities, and will Janet Yellen spook the market again?
<i>Friday's menu:</i> Where investors go when BRICs crack. Plus: How advisers can &mdash; and should &mdash; deal with male and female clients, mounting sanctions drive Russia toward China for economic help, investor class-action lawsuits spike, and saving money on travel.
Markets move quickly and can take us on a roller-coaster ride; the key is to keep emotions in check.
Advisers are ratcheting up their scrutiny of Pimco in the wake of a critical report from Morningstar. While few are pulling assets from the bond fund giant, the possibility is rising. <i>(One big fund shop, however, has <a href="http://www.investmentnews.com/article/20140320/FREE/140329987" target="_blank">replaced Pimco</a> as manager of a large fund.)</i>
<i>Breakfast with Benjamin:</i> Markets wake up to China's economic slowdown. Plus: Soros deters British EU exit, an all-ETF retirement portfolio, rethinking cash-rich tech companies, undervalued Wall Street banks, and test your investor profile (for fun).
Money is flooding into exchange-traded funds focused on health care at the fastest rate in at least six years, driven by booming biotechnology and pharmaceutical sectors bringing new products to market.
Industrials to consumer spending to drug research look good. Here's why.
ETF firm launches five funds to offer pure-play exposure to Japanese companies.
Acquisition could put the fund tracker in the lead of the portfolio accounting and reporting business.
Aside from competition, it's a sign that liquid alternative investments are here to stay
After a rip-roaring 2013 and an early chill in 2014, stocks are either on the cusp of a correction or poised for further gains. Bonds, meanwhile, still face rising rates at some point, with tapering in full swing. What's an investor to do?
Scrutiny is welcome as muni bonds have long been a choice vehicle for tax-free income.
Pacific Investment Management Co., the envy of the bond world when it tripled assets following the financial crisis, is finding itself in an unusual role: Playing catch up to competitors in the growing market for exchange- traded funds.
UBS Puerto Rico closed-end muni bond fund investors are losing billions; new research pegs losses at $1.66 billion over the first nine months of 2013.
If the commonwealth defaults, it will cause a shock to the system.
The woes stemming from UBS AG's unit in Puerto Rico over the sale of local, closed-end municipal bond funds have landed squarely in the lap of UBS brokers and financial advisers in the island commonwealth.
A unit of UBS AG has offered to repurchase shares of moribund, closed-end municipal bond funds invested in Puerto Rico muni securities from a select number of clients, according to plaintiff's attorneys. Bruce Kelly reports.
The fund, previously known as the Pimco Mortgage-Backed Securities Fund, will become the TCW Core Plus Bond Fund, according to a statement today from Los Angeles-based TCW.
In a Take Five interview, Morningstar CEO Joe Mansueto says the firm has a big opportunity with its ByAllAccounts acquisition to go beyond advisers and is also well-positioned in liquid alts space.
Gains access to more than 2,100 clients, including independent financial advisers, asset managers, wealth managers, trust companies and broker-dealers.
