Exchange-traded products have allowed investors to take advantage of higher commodities prices, he says
Touts tapering, active management; says advisers will narrow use of ETFs
Live from the IMCA conference: 'Forget about hedge funds,' he says
Muni bond funds rocked by big bets on Puerto Rican debt, stirring up memories of 2008.
Non-alt offering hedges exposure to stock portfolio using futures contracts
The popularity of bank loan mutual funds is raising eyebrows as fears climb that advisers could be caught off guard if sentiment for the loans turns around and outflows lead to weak performance.
The combination of a weak outlook for bonds and research that investors close to retirement are OK with more risk leads Fidelity to tilt its target date funds more toward stocks.
Will remain at company, Haywood Kelly to become head of research.
ETFs can help investors remain 'agile and active,' COO says.
Newer entrants capture a few but the giants expected to maintain stranglehold.
Advisers can't seem to get enough of exchange-traded-fund managed portfolios.
BlackRock's ETF unit extends its core series to include managed portfolios as it takes another step in its efforts to woo retail investors. And keep Vanguard at bay. Jason Kephart explains.
Record $17.5B pulled in August but firm bucks trend with inflows.
Hint: It isn't rising interest rates
Advisers admit that variable annuities' varying product features and investment menus pose challenges, and insurers could do more to improve their clarity.
Rout in bond market leaves few unscathed, even conservative target dates.
Panelists at <i>IN</i> Alternatives Conference say advisers must do extra due diligence on liquid alternatives.
