Mutual Funds & ETFs
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Will mutual funds' pay-to-play at brokerages go away?
Fund industry worries about fallout from results of SEC exam sweep on distribution fees.
HSBC says the dollar's powerful days are numbered
Breakfast with Benjamin: HSBC thinks the strong dollar is poised to run out of steam, though it might just be wishful thinking.
Foreign mutual funds look like a good way to dodge some U.S. market risk
Breakfast with Benjamin: Foreign mutual funds might be a good hiding spot for investors as U.S. stocks peak in cost.
Being smart about smart beta
Breakfast with Benjamin: Smart beta is here to stay, so you might as well try and figure out what the heck it is.
Apple joining Dow could leave clients overexposed to tech giant
Investors and advisers who own shares of Apple Inc. (AAPL) cheered the news that it will soon be in the granddaddy of all stock indexes. But in all the hoopla, they may miss the fact that their portfolios could become overexposed to the tech giant.On March 19, Apple is slated to replace AT&T Inc.
Cash-heavy mutual funds take downside protection to the extreme
Breakfast with Benjamin: Some funds using cash for protection. Lots of it. Plus: Adviser charged with stealing $1.3M from widows and church friends, up from the ashes arises a new subprime giant, and Wall Street courts millennials.
In possible gift to Bill Gross, Janus gets preliminary approval to offer ETFs
Janus has indicated significant plans in the ETF space, including a possible fund with the Pimco founder.
Vanguard tiptoes into the liquid alternatives market
New multialternative fund seen as endorsement of alts, while pressuring fees
Smart money moving to the sidelines as earnings signal flashes red
Breakfast with Benjamin: Earnings signal flashing red, sending some investors to the sidelines, Gross sets a timeline, Bernanke wants the president to have more power, ETF investors hedge currencies and chase corporate bonds, and the first-year numbers behind Colorado's legal weed.
Japanese stock funds reflecting long-awaited economic turnaround
As an investment destination, Japan has had such a tarnished reputation for so many years it might not be the first place investors think about when considering international diversification, but the performance numbers are beginning to look pretty solid.And China's second interest rate cut in
The bond market and the Fed are suddenly marching in lockstep
Breakfast with Benjamin: The bond market and the Fed are suddenly marching in lockstep, with inflation clarity coming soon.
The Fed's first interest rate hike hits another speed bump
Breakfast with Benjamin: The Fed continues to hem and haw on raising interest rates. Plus: Options-based funds get it done, hedge funder spills the beans on 2015, and the outlook for oil prices is all over the map.
Oil finds the sweet spot for debate over how, or if, to invest
Six months into an oil-price slide that seemingly nobody saw coming, debate is starting to build about when and how to jump in and take advantage of the market's punishment on certain sectors linked to the commodity.Some investors haven't waited.“We bought exposure to oil in all our portfolios in
Younger generations going all in with 401(k) contributions
Today's Breakfast with Benjamin features Gen Y and Gen X causing the the pace of 401(k) plan contributions to hit new heights. Plus: The ABCs of a hot REIT market, biotech stocks under the microscope, and something you might have in common with Bill Gates.
Active managers get a seat at the ETF table
To the chagrin of some, a fast-growing industry comes to terms with active management.