Exchange-traded fund portfolio builder gets Wells notice from SEC.
Two top-ranked iShares Core exchange-traded funds are both cheap, but their holdings and exposure are quite different.
The money manager, led by CEO Laurence Fink, has come up with a way to avoid 'breaking the buck' with a reverse distribution. It means the shares don't lose value, you just have fewer of them.
Today's <i>Breakfast with Benjamin</i> menu features: Revisiting the idea of pooled 401(k) plans, plus Jack Bogle gives a half nod to Fed policy, the curious appeal of water ETFs, and more rich folks are calling for a market correction.
<i>Breakfast with Benjamin</i> covers Morgan Stanley getting ultra-bullish on stocks, Detroit's big bankruptcy trial kicking off, and how to tread lightly into the MLP space.
Some of the smartest investors, like John Paulson, are bad role models in their choice of exchange-traded funds, which are often celebrated for their low costs.
As financial crisis recedes, participants' risk tolerance levels climb and providers adjust
<i>Breakfast with Benjamin:</i> What's it mean when bears capitulate? Plus: The housing market recovery and homebuilder ETFs; 529s not so popular and here's why; Apple's big news; and the long-term-care insurance question.
On today's <i>Breakfast with Benjamin</i> menu, a look at how smart beta has grown in prominence despite criticism, the performance-killing fees of active management, another type of corporate inversion, and more.
On today's <i>Breakfast with Benjamin</i> menu: Investors still too bullish on gold. Plus: Structuring client portfolios for retirement, about that breach at JP Morgan, Pimco's long, hard fourth quarter, a big real estate deal and an event you shouldn't miss.
A big arbitration award, a story about recruiting bonuses and how Vanguard grabbed Pimco's bond crown were among the most read stories this week on InvestmentNews.com. Plus: Lessons from Robin Williams' estate and another investment team loss at LPL.
At issue was accusations the fund giant engaged in self-dealing in 401(k) plan.
But low fees don't necessarily translate into better performance.
Facing pressure to move retirement-plan clients to investment vehicles with dramatically lower fees, the fund giant is moving assets to new trusts.
More Fidelity stock funds are suffering withdrawals than adding money this year. What gives?
A big issue for advisers and investors is the ever-expanding universe of ETFs.
The funds include iShares' target-date lineup and Pimco's foreign-bond trackers.
A former lawyer for the firm has filed a lawsuit alleging the company avoided about $1 billion in taxes over 10 years
<i>Breakfast with Benjamin:</i> The Fed and chief Janet Yellen get more ammo to hold down rates. Plus: AIG inches back into DC lobby; why some stocks never split; and where the smart money is going
<i>Breakfast with Benjamin</i> brings you up to speed on reactions to Janet Yellen's mixed messages on the U.S. job market, gold's surge, and Russian mutual funds' fall.
