The ICI and unions are going toe-to-toe over whether mutual funds pose any major systemic risks to the U.S. financial system -- and if the mutual fund industry needs extra oversight
Hedgies' performance badly trails that of S&P 500 in January
Executives at BlackRock Inc. and Invesco PowerShares Capital Management LLC are calling on regulators to address suitability requirements for the sale of sophisticated ETFs, such as commodities-based and leveraged funds.
Index specialist carving out big piece of the action; 'investor favorability' cited
T. Rowe Price Group Inc. appears to be inching closer to launching its first actively managed exchange-traded fund — a fixed-income offering — and experts predict that it will be the first of many of its kind this year.
If nothing else, market conditions over the past few years have proved that most investors tend to overestimate their true risk tolerance wildly
Some large mutual fund companies including Fidelity Investments and J.P. Morgan Asset Management might have to shell out more money to stay on The Charles Schwab Corp.'s transaction fee platform
Study reveals vast majority of municipalities ignore or delay filing required financial reports on debt offerings; lack of manpower blamed
Fund firm relies on social media to dispel doom and gloom, soothe client worries; 'hyperbole'
Meredith Whitney shocked the investment world when she said there would be hundreds of billions of dollars in muni bond defaults this year. Top tax-exempt fund manager Lyle Fitterer has a slightly different take on the situation.
Federal monetary policy killing savers, says Pimco bond king; little reason to hold Uncle Sam's paper
Rising prices on the march, says fixed-income fund manager; 'worst thing that can happen' for debt investors
BondView LLC, an operator of a free site for muni bond investors, is planning to launch municipal bond fund ratings by March.
Veteran portfolio managers Larry Pitkowsky and Keith Trauner have “put the band back together” in the form of Goodhaven Capital Management LLC.
Fairholme Capital Management LLC, the investment firm run by Bruce Berkowitz, said its funds will sell their stake in General Growth Properties Inc. to Brookfield Asset Management Inc. in a deal valued at about $1.7 billion.
Agricultural commodities represents a creative way to invest in the world's emerging middle class, according to Philip Tasho, founder and chief investment officer at Tamro Capital Partners, which manages $1.4 billion in asset management.
As Pimco takes over the distribution of all its funds and expands its equity fund lineup, it plans to cut expense ratios and arm financial advisers with more research and access to its investment managers
Cumberland Advisors, which manages $1.5 billion in separately managed accounts, has shifted its portfolio to 20% cash — the highest that it has been since early 2008, over fears related to the situation in Egypt
Equities that fell furthest last year are surging the most in a decade, reversing the fortunes of mutual funds and signaling that developed countries, banks and Asian exporters will extend the global rally
