Mutual Funds & ETFs

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  1. Articles

    Pershing playing catch-up with competitors as custodian considers offering commission-free ETFs

    Platforms, popular with RIAs, post tremendous growth for firms, fund managers.

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    SRI indexes delivered market-like returns and risk, while pursuing social goals

    Interest in socially responsible investing (SRI) is increasing rapidly. From 2003 to 2012, SRI assets in the U.S. grew 54% to reach $3.31 trillion,1 according to the Forum for Sustainable and Responsible Investment (US SIF Foundation). This represents roughly 10% of assets under professional ...

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    The silent tsunami

    What if someone told you that there was a segment of the financial services industry which your clients were aggressively participating in today - to the point that fully 95% of all mass-affluent, HNW and Ultra-HNW clients are already actively involved, but that the area is frequently ignored by ...

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    When in doubt, follow the bond market's lead

    Breakfast with Benjamin: When in doubt, follow bonds' lead. Plus: Consumer spending to the rescue, Johnson replaces Johnson at Fidelity, and more.

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    Market chop puts alternative strategies front and center

    Friday's Breakfast with Benjamin menu: The market's jolt puts liquid alt strategies in the spotlight. Plus: Minding the next threshold for stocks, reminding clients to buy on the dip, Fed missed the mark on inflation, and don't forget to worry about China.

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    Markets are poised to ride the Fed doves even higher today

    For Breakfast with Benjamin today: Stock climb to continue. Plus: Loving and hating the strong dollar, China sets up for a currency fight, more spooky details in the JPMorgan hack attack, Pimco's slippery marketing gambit, short-sellers bet on the rally, and drones shape up as niche investment ...

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    Pimco boss shrugs off Gross' exit

    Today's Breakfast with Benjamin sees Pimco CEO Douglas Hodge downplay Bill Gross' exit, big-money players identifying a stock market entry point, JPMorgan's huge data breach, and more.

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    Pimco flagship Total Return Fund loses top Morningstar rating

    Research firm cites "uncertainty regarding outflows" and shuffled management as the reasons for downgrading Pimco's flagship fund.

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    Pimco fortifies to take on the old boss

    Monday Breakfast with Benjamin:Gross, Ivascyn to square off. Plus: The outlook for Pimco outflows is bad and worse, global markets keeping an eye on Hong Kong civil unrest, a warning about fixed indexed annuities, buying ahead of ex-dividend dates, and running the numbers on Roth IRAs

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    Don't overlook the housing recovery

    Breakfast with Benjamin: Remember housing stocks? You should. Plus: How Pimco stepped in it, academics take on high-frequency trading, the bad math behind climate-change regs, and men are better retirement savers than women.

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    Bill Gross rides derivatives around Fed policy

    Breakfast with Benjamin: The Bond King levers up. Plus: There is nothing smooth about the Fed's next move, the first nail in hedge funds' coffin and more.

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    Markets wait on the Fed's next move

    Breakfast with Benjamin: Investors are waiting for Janet Yellen and the Fed to pull the trigger on rates. Plus: Buying Alibaba via ETFs; S&P and Nasdaq stocks start to separate; hedge funds ride the wave; and annuity product sales hitting double digits.

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    Bringing back pooled 401(k) plans could derail a fund industry cash cow

    Today's Breakfast with Benjamin menu features: Revisiting the idea of pooled 401(k) plans, plus Jack Bogle gives a half nod to Fed policy, the curious appeal of water ETFs, and more rich folks are calling for a market correction.

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    Morgan Stanley bets big on stocks

    Breakfast with Benjamin covers Morgan Stanley getting ultra-bullish on stocks, Detroit's big bankruptcy trial kicking off, and how to tread lightly into the MLP space.

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    Smart beta, by any other name, is still smart

    On today's Breakfast with Benjamin menu, a look at how smart beta has grown in prominence despite criticism, the performance-killing fees of active management, another type of corporate inversion, and more.