<i>Breakfast with Benjamin</i>: The Iran nuke deal could mean even more oil coming into an already flooded market.
The risk-management tool is a Catch-22 for fixed income investors who need to think big picture.
Simple ways to remove the currency risk are available but advisers need to find &mdash; and understand &mdash; them.
Convertible income fund timed for a rising rate environment.
Adam Nash says Schwab is straying from its original values to profit from hidden costs.
Ameriprise Financial's asset management subsidiary signals a desire to significantly expand its presence in the exchange-traded fund market, as well as license Eaton Vance's mutual fund/ETF hybrid structure.
<i>Breakfast with Benjamin</i>: As the equity markets start to wobble, analysts start to claim they saw it all coming.
Partnership could bring more alternative ETFs to advisers.
Loss of linchpin backer adds to F-Squared's struggle following admissions it misled investors on performance.
<i>Breakfast with Benjamin</i>: HSBC thinks the strong dollar is poised to run out of steam, though it might just be wishful thinking.
ETF managers may look to broker-dealers to 'lower the veil' covering advisers.
The ETF universe seems to perpetually expand but the result of pushing the envelope isn't necessarily always positive
What you see might not be what you get and the real cost of running some strategies can be steep.
The business is dominated by BlackRock, Vanguard and State Street as low fees and strong performance draw investors. Other firms like Charles Schwab and Guggenheim are breaking through, but investors need to do their due diligence.
Stress tests, rate outlook bode well but negative sentiment on the sector remains.
Regulatory changes to $2.7 trillion industry leading managers to create alternatives for clients.
<i>Breakfast with Benjamin</i>: Foreign mutual funds might be a good hiding spot for investors as U.S. stocks peak in cost.
Nontraditional investment could benefit from long-term trends, values-based investing: CIO Bartels.
One-month flows now stand at over $30.7 billion, putting year-to-date inflows at $23.9 billion. Here's what flows say about investors.
Once reserved for institutions, strategies now available to advisers at just the right time.
