Mutual Funds

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INVESTING MUTUAL FUNDS MAY 20, 2014
Smart beta slow to gain traction among asset managers

Only 15% of those surveyed are comfortable with the term

INVESTING MUTUAL FUNDS MAY 20, 2014
SEC commissioners push back against systemic designation for mutual funds

Two on panel annoyed with regulatory action on "too big to fail"; Gallagher says asset managers shouldn't be considered systemically key.

INVESTING MUTUAL FUNDS MAY 19, 2014
Winklevoss twins seek Nasdaq listing for bitcoin ETF

The duo, who claimed Mark Zuckerberg stole their idea for a social-networking website, are seeking to open the Winklevoss Bitcoin Trust as the first ETF tracking a virtual asset.

INVESTING ALTERNATIVES MAY 17, 2014
Legg Mason adds global equity specialist

Legg plans to work with UK-based institutional investor to develop retail funds

INVESTING EQUITIES MAY 15, 2014
2014's oddly logical bond market rally

<i>Breakfast with Benjamin:</i> The bond market's oddly logical rally. Plus: Retail and professional investors get cautious, gold tops $1,300 an ounce, the income opportunities in deep-water drilling, and clarifying Thomas Piketty's attack on capitalism

INVESTING MUTUAL FUNDS MAY 14, 2014
Calling on Bond, James Bond, to make the case for bond alternatives

&#8220;By and large the bond market is over. Maybe you want to put some James Bond in your portfolio,&#8221; a top strategist said at the IMCA conference.

INVESTING MUTUAL FUNDS MAY 13, 2014
T. Rowe Price chairman Brian Rogers to relinquish fund management duties

Next year, three-decade T. Rowe Price veteran will no longer run the firm's second largest fund.

INVESTING MUTUAL FUNDS MAY 13, 2014
Investors cool to bank loan funds and performance could be a casualty

Search for yield, along with a more predictable Federal Reserve has investors dumping adjustable-rate bank loan funds.

INVESTING ALTERNATIVES MAY 11, 2014
The rise of interval funds: Mutual funds for alternative investing

Historically, access to alternative private investment opportunities has been for institutional investors, but now the mass affluent are demanding this access as well. In turn, a new product type, the interval mutual fund, is providing the next evolution in alternative investing.

INVESTING ALTERNATIVES MAY 09, 2014
Hedge funds short small caps most since 2004

Money managers are turning on stocks that have delivered the best returns during the bull market: small caps.

INVESTING ETFS MAY 08, 2014
Supreme Court may weigh in on iShares case

ETF investors say BlackRock keeps too much of the proceeds from securities-lending business.

INVESTING MUTUAL FUNDS MAY 08, 2014
Fidelity, BlackRock seek to expand dominance in ETFs

Firms set to launch actively managed accounts, a move likely to stoke competition.

INVESTING RIAS MAY 07, 2014
F-Squared pays $35 million to settle claims it misled investors

SEC says company overstated performance of its flagship ETF over a seven-year period, and it charged the former CEO for making false and misleading statements.

INVESTING EQUITIES MAY 07, 2014
Junk-bond investors are jumping ship

<i>Breakfast with Benjamin:</i> What's up with junk bond investors? Plus: Four sorry years of Dodd-Frank, ignore the Fed's warnings at your own risk, mathematical excuses for sluggish wage growth, and it's not too late for a mid-year portfolio checkup.

INVESTING EQUITIES MAY 06, 2014
Obama unleashes secret economic weapon on Russia

On today's <i>Breakfast with Benjamin</i> menu, the latest step the Obama administration is taking to push back against Russia, plus just how much support the Clintons have among Dow Jones Index companies, and much more.

INVESTING EQUITIES MAY 05, 2014
Time for advisers to get smarter about smart beta strategies

Putting market-cap indexes in perspective.

INVESTING EQUITIES MAY 04, 2014
The markets are set to open with frayed nerves

<i>Breakfast with Benjamin:</i> Investors' nerves are fraying and that's not a good thing. Plus: Spiking demand for U.S. Treasuries, dodging corporate taxes, the ABCs of liquid alts, risk-adjusted sector performance, and boning up on your Cinco De Mayo history.

INVESTING ETFS MAY 03, 2014
Deutsche Bank launches China ETF

Deutsche Bank AG's asset management unit has started the first U.S.-based exchange traded fund that allows investors to buy Chinese stocks trading in both the domestic and foreign markets.

INVESTING ETFS MAY 03, 2014
Ready or not, mutual funds, active ETFs set to take off

Transparency a minor issue, says RevenueShares' Vince Lowry

INVESTING EQUITIES MAY 03, 2014
New ETF promises income even as rates rise

Exposure to variable-rate preferred stocks offers dividend income stream that moves with rates.