<i>Breakfast with Benjamin</i>: The Carlyle Group is shutting down two liquid alternative mutual funds it launched last year.
<i>Breakfast with Benjamin</i>: A 25% pay raise to $22.5 million means it's good to be Morgan Stanley CEO James Gorman.
<i>Breakfast with Benjamin</i>: State Street gets poor marks from financial advisers, despite dedicated efforts to mend fences and build new relationships.
How ETFs are faring compared to mutual funds, which ETF companies are winning (and losing) and which investment categories investors are favoring
<i>Breakfast with Benjamin</i>: The firm is closing or consolidating 20 money market funds with $200 billion in assets.
Brokers who sell index funds may get a leg up from newly proposed requirements that would impose more stringent advice standards.
The answer to which strategy is best will depend on the scenario in question.
The Mutual Fund Store, the 10th-biggest RIA by AUM <a href="http://data.investmentnews.com/ria/" target="_blank">according to <i>IN</i>'s database,</a> is led by CEO John Bunch, who's taking a number of steps to keep growing as it eyes an eventual IPO.
Fund sales switch decisively toward plain-vanilla, index investing, move out of Pimco Total Return has big impact on flows.
Shutdowns come weeks after big price cut as the firm's biggest fund suffers outflows.
Flood of money into passively-managed index funds has helped drive average expense ratios down, but there's more to the story.
Fresh off a year that trimmed its $1.3 trillion U.S. mutual fund business, the fund house made up all of those redemptions in the first quarter of 2015, with the help of successful active management strategies in stocks and bonds.
Financial, health care and consumer discretionary sectors should shine.
Ultralow interest rates and longer lifespans means tried-and-true rule for savers goes out the window.
One could argue that innovations in fixed income ETFs will have a greater impact than innovations on the equity side.
Goldman Sachs Financial Square Federal Instruments Fund will invest in government securities only and cater to investors seeking state-tax-exempt income.
Gap between active and passive funds in international equities reaches highest level since financial crisis.
Stock-and-bond pickers are a side dish served on request in soon-to-come digital advice offering.
SEC Chairwoman Mary Jo White said reforms would “fundamentally change” funds. She was right.
Maintains status as world's biggest bond fund as new managers reverse course set by Gross.
