Seen as a win for investors and participating fund companies.
After decade of industry evolution, agency hopes to get up to speed.
Service provide plans to expand investment opportunities for its network of advisory firms
Combined firm will include 36 funds and $27 billion under management.
Bank of Montreal strikes while the metal is hot.
Big bets, currency exposure might surprise some investors
Plus the rest of Tuesday's <i>Breakfast with Benjamin</i>: Daniel Thibeault's missteps make the case for due diligence, U.S. economy magically defies gravity among global economies, and tax strategies that it isn't too late to employ
New report says benefits of exchange-traded funds don't make sense when nestled within the tax-advantaged 529 plans.
Boon for MLPs, and a boost for holiday sales
Regulators alarmed at lack of knowledge brokers demonstrate about the products they're selling.
What the U.S. energy boom has given, the U.S. energy boom is about to take away if oil prices stay at or below current levels, according to DoubleLine Capital's Jeffrey Gundlach.
Large wirehouse voices concerns over fund performance, management.
On Monday's <i>Breakfast with Benjamin</i>, the U.S. economy reclaims the post of global growth engine, though the Federal Reserve remains all quiet on the rate hike front. Plus: How to invest when a rosy jobs report hurts stocks, Goldman picks a list of losers, and millennials go home for financial advice.
Valuations and fundamentals make the case for a contrarian international move
In Thursday's <i>Breakfast with Benjamin</i>, oil prices and consumer spending add a hint of concern about the economy to the Federal Reserve's outlook. Plus: Fido app adds new twist to stock picking, retired Franklin Resources billionaire tangles history, and BlackRock added as many ETFs as it shut down last year.
As market volatility spikes and correlation between various asset classes breaks down, managed futures strategies are enjoying their day in the sun once again. But advisers need to do some heavy lifting before jumping in, because performance varies widely and fees can be extreme.
Existing products don't fit within the broad regulatory guidelines governing a lifetime income option that contains a deferred annuity offered within a target date fund.
Firm's analysis shows 85% of fixed-income funds with 10-year records rank in top half of their categories; 83% of stock funds.
Vanguard Group surpassed State Street Global Advisors as the second-largest ETF provider, a new milestone following a year that was filled with them.
With its data-driven models, the company, which puts advisers through a rigorous process before allowing them to use its funds, attracted the third-most money in 2014, behind only Vanguard and JPMorgan. Here's how.
