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Fund companies, traders under new scrutiny with Volcker rule
SEC, other regulators, pass rule after three years of back and forth with Wall Street.
Fidelity's feverish fee cuts a bid to cure market share woes
Over the past few weeks, Fidelity Investments has made strategic fee cuts and launched new products to ensure that its products are the cheapest in two categories in which the Vanguard Group Inc. has been eating their lunch for a decade.
What Bizarro Bogle's world might look like
Imagine: what would the world would look like if, to borrow from Superman lore, a Bizarro John Bogle took the place of the real John Bogle? Jason Kephart has the story.
Fact of life: Funds come and go but advisers can't lose track
The fact is, mutual funds come and go. And they come and go often, which is a reality that financial advisers should not only be aware of, but should be watching for lest their clients are left holding the bag of heavy tax and transaction consequences.
Getting into the market on the cheap
Today's Breakfast with Benjamin includes: Facing the reality of capital gains, Hilton IPO sheds light on hotel stocks, hedge funds go long-only, and the Brits outshop Americans.
The capital gains vacation is coming to an end
For fund investors, the vacation from capital gains taxes may be over after another strong year for stocks. But it's not all bad news, as there are ways for investors to extend their holiday.
Morgan Stanley's Lynch pays premium for growth
Morgan Stanley's Dennis Lynch looks for small companies that he can buy and hold for years as they grow into bigger businesses. His search has led to investments from Pandora Media Inc. to Twitter Inc.
Goldman's first closed-end fund IPO raises $826 million and hopes for sector
Goldman Sachs' first closed-end fund IPO had a sterling debut, raising hopes for a rebound in the sector. The fund benefited from the combination of brand appeal and the focus on master limited partnerships, which have been a hot asset class.
Mutual funds not in 'too big to fail' category
To prevent a repeat of the financial crisis, the federal government is continuing the process of identifying financial firms that are deemed “too big to fail.”
Pimco's El-Erian to step in to shore up $3B multi-asset fund
Pimco's co-chief investment officer Mohamed El-Erian will be taking the reins of the firm's $3 billion multi-asset fund that has underperformed since its launch in 2008. That should help - the fund is based on a book he wrote.
SEC to mutual fund industry: Stop promising safety and protection
Today's Breakfast with Benjamin: The regulator tells the mutual fund industry to stop promising safety and protection. Plus, the QE government bonanza, JPMorgan's Twitter beatdown, SAC Capital trial could go inside the hedge fund.
Reallocation gives pop to Edward Jones' first fund launch
New offering grabs $2.8 billion in first few days; a JPMorgan fund has similar outflow.
Regulators to study BlackRock, Fidelity for risk
Plus: Bitcoin is back with a vengeance, what's up with consumer discretionary stocks, how about BP and Tesla's surprising earnings miss. From InvestmentNews senior columnist Jeff Benjamin.
$247B Pimco Total Return knocked off its perch as biggest mutual fund
Thanks to the stock market rally, among other things, the $287 billion Vanguard Total Stock Market Index Fund has surpassed the $247 billion Bill Gross' Pimco Total Return Fund as the largest mutual fund. At least for now.
Investor bullishness is the latest reason to be cautious about stocks
As investors get increasingly bullish on stocks, the market's warning signs are beginning to mount. Getting that late-1990s feeling Goldman Sachs touts its warm and fuzzy side in an effort to recruit more of those high-maintenance millennials. Hey kid, take the weekend off So much for believing
- Facebook's five-star ratings: The end of business pages for advisers?
- Pimco's El-Erian to step in to shore up $3B multi-asset fund
- Rebound in gold suits big guns Paulson, Soros
- New 3.8% surtax means new tax strategies for business owners
- Mountain of money in nontraded REITs continues to hold Wall Street's attention
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Blaine Aikin CEO, fi360
Timothy Welsh, CFP President and Founder, Nexus Strategy, LLC
Justin Wisz Co-Founder & CEO, Vestorly