Mutual Funds

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  1. Articles

    Schwab signs Morningstar to provide equity research, ratings

    Deal will give advisers access to sector reports and pick lists, as well as daily, weekly and quarterly outlook reports.

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    Janus CEO Weil hopes for Bill Gross-run ETF

    Money manager looks to better reach advisers by selling the fast-growing funds, leveraging newly acquired VelocityShares.

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    Some see buying opportunity in closed-end funds

    Some investment pros see buying opportunity in closed-end funds as trading volatility increases

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    Former Pimco parent Pacific Life moves accounts to Janus

    Pacific Life Insurance Co., the insurer where Pimco was started as a bond unit in 1971, is moving money from Bill Gross's old firm to Janus Capital Group, which the bond legend joined last month.

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    The bitter economic costs of cheap oil

    Breakfast with Benjamin: The bitter economic costs of cheap oil, plus notes on taking advantage of the rising dollar, avoiding bond funds like the plague, and running toward market volatility.

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    Mutual fund industry enjoying a burst of wheeling and dealing

    Five years after the last bout of mutual fund merger mania, the lesson remains: Grow, and then grow some more.

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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 ...

  6. Articles

    How to explain alternative investments to clients

    Talking clients through the complexities of alternative investments requires simplicity and a focus on function.

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    New Fidelity CEO Abigail Johnson wants to be 'accessible to advisers'

    Abigail Johnson, successor at the privately owned, family-run company, wants to understand the businesses of her clients, including advisers.

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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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    Abigail Johnson succeeds father as CEO of Fidelity Investments

    Replaces father, Edward “Ned” Johnson, who will retire but remain chairman.

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    Janus buys ETF shop Velocity Shares

    Fresh off of bringing on Bill Gross from Pimco, the fund manager makes dramatic expansion in exchange-traded business.

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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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    Pimco's flagship funds: Should you be bullish or bearish?

    The pros and cons of the Total Return Fund and Total Return ETF in the wake of Bill Gross' departure

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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 ...