BlackRock, fielding question on rival Vanguard, says it's best suited to educate the market about the power of ETFs.
Judge poised to rule on whether a trial can proceed on claims the company violated its fiduciary obligations.
Today's <i>Breakfast with Benjamin</i> looks at the impact of the junk bond selloff, Morningstar's approach to nontraditional bond funds, how higher rates will ripple across the economy, and much more.
But funds are built differently and due diligence is critical.
Lower broker-dealer bond inventories and growing use of high-yield funds could test markets, increase price swings.
A trade group's study says tough competition between fund managers is driving fees in 401(k) plans lower — but investors still may not be getting a good deal.
Bank-owned money manager may look to acquisitions to drive growth .
Exposure spooks investors and assets decline, with some funds losing 33%
New measures aim to combat challenge of assessing performance; investible products may not be far behind.
Bond guru addresses a wide range of issues, from low volatility to interest rate risk.
Friday's <i>Breakfast with Benjamin</i> feature: Global markets collide with geopolitics as Obama orders airstrikes. Plus: Gold bugs rejoice; a senator takes parting shot at Wall Street; hidden risks in mutual funds; and find your perfect TV office.
Funds, and investment gurus the likes of Warren Buffett, are augmenting their cash positions as volatility enters the market.
It could be a long summer for the fastest-growing segment of the mutual fund business as regulators zero in on both the marketing of the funds and the investment strategies they employ.
Nine of Pimco's 15 largest mutual funds are beating at least 75% of peers so far this year, according to data compiled by Chicago-based research company Morningstar Inc. None of those top performers are managed by Chief Investment Officer Gross. Of the four funds trailing more than half their rivals, three including the Pimco Total Return Fund are run by the 70-year-old investor known as the bond king.
<i>Breakfast with Benjamin:</i> Market volatility headed your way. Plus: Hidden ETF risks, Buffett hoards cash, SEC whistleblowers come out of the woodwork, the upside of passive real estate investing, and how Millennials blow through their money.
Today's <i>Breakfast with Benjamin</i> looks at what the jobs report could mean for stocks, Argentina's strategy of denial and Federal Reserve data cherry-picking.
Underlying risk metrics suggest the Pimco Total Return Fund continues to have a tough time beating competitors.
Jumping on trend, UK bank follows on the heels of Sallie Krawcheck's new fund launched last month.
Guggenheim says the global rise of the middle class could yield returns for U.S. investors.
