Flagging fund giant turns to researchers at sister firm, Capital Guardian, to boost its equity performance
A Vanguard Group Inc. study refutes the concerns of founder John Bogle and others that exchange-traded funds encourage excessive trading
DOL said to be investigating JPMorgan stable-value fund; 'Who is looking under the hood?'
By focusing on the characteristics of business innovation without regard for market capitalization, industry or geographic location, the Alpine Innovators Fund has developed a pattern of often moving independent from the overall market
The wisdom of letting your manager worry about backwardation, contango when investing in commodities
Comparing expense ratios when selecting mutual funds is a good idea, but you need to know what's included in fees to make an accurate comparison.
Brand perception is keeping the fund giant from making inroads with RIAs, survey shows; 'hard to change people's thinking.'
Clients are piling into bond funds at exactly the wrong time. If inflation kicks in, investors in longer term funds will be stuck with puny interest rates. They could sell, but likely at a big loss. No wonder some experts say it may be time to bar new investors from the funds.
BlackRock sees market for exchange-traded bond funds topping $2T in next decade
Justin Leverenz never followed the crowd. While other students at the University of California, San Diego in the 1980s were studying Japanese, Mr. Leverenz, now portfolio manager of the $25 billion Oppenheimer Developing Markets Fund, began to learn Mandarin.
In an environment where yields are low and the stock market is lackluster, MLPs offer much desired returns and some legitimate diversification.
Net flows for 529s turn positive in the fourth quarter; 'good sign for the industry'
Stock picking vs. indexing? Advisers may tout the virtues of active management, but investors are voting with their feet. And based on net inflows at Vanguard this year, this race isn't even close.
In the middle of a presidential election year, it's natural to focus on the combat for the White House. The real impact of the vote this November, however, will be felt at the regulatory level by the personnel who are appointed by the president and implement financial-services rules.
