Firm's managed accounts can make greater use of products like bond mutual funds and ETFs over individual bonds in model portfolios.
The key is diversification, not amplification
New products will add to existing lineup, allowing investors to custom build alt portfolios.
Breaking down some key differences between ETFs and mutual funds so you can help clients avoid unpleasant surprises.
A proposal backed by major active mutual fund managers gets rebooted.
Tuesday's <i>Breakfast with Benjamin</i> features a warning over it not being too early to worry about a jump in oil prices. Plus, Vanguard ramps up its financial advice offerings, the pain of diverging global economies in 2015, and John Paulson's painful comeback effort.
The sector is up 24% this year, leading all S&P subcategories.
Less than a month after rejecting nontransparent ETFs, the SEC is ready to back a new and possibly cheaper way to trade funds.
BlackRock poll show most find it hard to pay bills and put money aside for retirement; Social Security considered key source of income.
In an <i>InvestmentNews</i> exclusive, the Bond King explains his 'constructive obsession' with defeating rivals and answers advisers' burning questions. <b>More coverage: <a href="http://www.investmentnews.com/section/specialreport/20141006/GROSS" target="_blank">Our special report on Gross' next chapter</a></b>
Gold price disconnect signals a value play for select miners and ETFs
Even if an investor didn't sell shares in a fund this year, if a manager took profits or sold to meet redemptions, the investor shares in the tax burden.
Tuesday's <i>Breakfast with Benjamin</i> features bond sales hitting a new record as rate hikes loom. Plus: Bracing for a global currency war, falling oil prices catch fund managers by surprise, and making 2015 the year of the maxed-out 401(k).
Performance makes funds seem bedeviled, but sometimes curse lifts.
<i>Breakfast with Benjamin:</i> Oil traders put on their seatbelts. <i>Plus:</i> Hedge funds becoming mutual funds; it's going to be a good holiday for tech gadget junkies; and the big difference between a purebred heritage turkey and the one you'll probably be eating tomorrow.
'Swallowing hard' and sending checks to clients, Guggenheim sticks with strategy for advisers.
Wall Street strategists have crunched a lot of numbers recently in an effort to answer a simple question: Why have active fund managers done such a lousy job picking stocks this year?
Largest U.S. exchange-traded fund that tracks mainland Chinese stocks sank more than 7% after policy makers tightened curbs on the local debt market, fueling a rout across asset classes.
The level of noise surrounding the financial markets can interfere with sound decision-making.
Single-country funds average 12-month gains of 55% but region can be volatile for investors.
