<i>Breakfast with Benjamin</i> Clever calculating that counted capital gains reinvestments as inflows gave Pimco's flagship fund its first month of inflows since April 2013.
As investors rush to protect their portfolios in a tumultuous start to the year, odds are they will be using options on exchange-traded funds to do it.
<i>Breakfast with Benjamin</i> While it might be tempting to pit the Bond King's new Janus fund against the Pimco Total Return Fund, they are different animals.
That date still leaves some ETF fans shaking in their boots. The report tells us what happened, but not why or what to do to prevent future recurrences.
Some highs and lows, swings and misses
Plus: You ain't seen lame until you've seen Congress next year, money manager M&A peaks, avoiding financial fraud, and how the rich get and stay rich
Broker-dealer agrees to a $1.4 million fine and will return investor money on approximately 2,000 sales of nontraded REITs. Firm also settles with states regarding leveraged ETFs.
Fund industry worries about fallout from results of SEC exam sweep on distribution fees.
<i>Breakfast with Benjamin</i>: Smart beta was the top financial search term on Investopedia in 2015, and for good reason.
Flip-flopping the weightings of the traditional Dow 30 stocks
Cerulli sees ETF assets more than doubling to $6T by 2020
Fund closure could put the spotlight on fixed-income ETFs, which are vulnerable because they are more liquid than their underlying assets.
SEC cites lax oversight of subadviser data.
After peaking way back in 2014 and declining ever since, the high-yield bond market finally has made national news over the past week with the very high profile blow up of the Third Avenue Focused Credit Fund.
Some advisers swear by it, while others shun it as useless legalese.
Firms are the latest targets in another class-action lawsuit alleging breach of fiduciary duty due to excessive 401(k) fees.
The firm founded in 1986 by Martin Whitman has been shedding assets since before the 2008 financial crisis, hurt by poor performance and an exodus of managers.
The carnage unfolding in the high-yield bond market has paved the way for serious gains in some managed futures funds.
<i>Breakfast with Benjamin</i>: The bond market selloff has sparked fears that the Fed might not hike rates today.
