<i>Breakfast with Benjamin</i> U.S. companies are becoming the biggest buyers of stock, which isn't exactly how it's supposed to work.
The Standard and Poor's 500 stock index is down 9.15% this year, but mutual fund investors aren't fleeing &mdash; and that may be because of financial advisers.
With regulators cracking heads over sales of proprietary products, could the overwhelming success of Edward Jones' Bridge Builder program be a problem?
African-Americans are more bullish on the stock market than they have ever been, but still feeling sting from the U.S. real estate crash.
If there's a will, there's a way to package it into an ETF.
Municipal bond funds have remained relatively non-correlated to the turbulence infecting virtually every other investment category.
Fund industry pushes more specialized access, strategies for an eventual turnaround in emerging markets.
Advisers have to explain smart-beta funds' features and potential benefits to clients to ensure they philosophically align.
The firm joins Goldman, JP Morgan and John Hancock by jumping into the ETF space with passive strategies based on proprietary quantitative research.
Bond shop betting on an oil-price recovery.
The agency issued guidance to directors saying they should install a process to evaluate whether administrative fees are being used to encourage distribution.
Emerging markets funds are in a bear market. If you've put your clients in such a fund, the thing to do is keep your expenses low and explain your strategy carefully to clients.
<i>Breakfast with Benjamin</i>: Brazil, Russia, India and China assets are down 88% since their 2010 peak.
<i>Breakfast with Benjamin</i> Avenue Capital decided to deal with the outflows from its junk-bond fund by not reporting them to Lipper and Morningstar. That should do the trick.
Diversifying beyond a single fund or single strategy is key.
The money manager doesn't see a bright future for go-anywhere funds, with the notable exception of his own DoubleLine Flexible Income Fund.
After taking in $238 billion in 2015, it's time for the annual reading of the fund flow tea leaves
Massachusetts' Securities Division sent out a subpoena Monday to look into the fund closure and liquidation plan.
Rule limiting fund leverage represents one of the most aggressive responses by regulators to risks exposed during the 2008 financial crisis
