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Nontransparent ETFs a step backward
Less transparency for new products seems in conflict with the SEC's interest in increased disclosure of mutual fund holdings.
Is Calpers' move away from hedge funds a bellwether for advisers?
If major institutions cannot justify hedge fund investing, where should advisers turn for alternative asset exposure?
Schwab expands commission-free trading platform for ETFs
The Charles Schwab Corp. on Thursday unveiled a long-planned expansion of OneSource, its commission-free trading platform for ETFs, adding dozens of funds and managers, including Pimco.In addition to exchanged-traded funds offered by Pacific Investment Management Co., the top provider of actively
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.
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.
Advisers should be supporting transparency
The SEC's potential rules to increase disclosure of mutual fund holdings should be applauded.
Tiny long-short equity mutual fund delivers huge gains
The phones rang a lot more than usual this summer at Biondo Group LLC, the small Pennsylvania investment firm tucked away near the Delaware Water Gap and the foothills of the Pocono Mountains.
SEC assessment of mutual fund risk could lead to more disclosure
Questions abound in early stages of potential rulemaking to boost oversight.
Advisers take stock as ETF portfolio manager F-Squared faces legal action
Wary advisers are taking a closer look at F-Squared Investments, the largest manager of exchange-traded-fund portfolios, which is under investigation for misrepresenting past returns.
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.
BlackRock's iShares steps back from target date ETFs it helped pioneer
iShares fund closures suggests ETFs have a long way to go before they achieve a place in retirement plans.
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.
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.
Fidelity assets flowing to lower-cost trusts
Facing pressure to move retirement-plan clients to investment vehicles with dramatically lower fees, the fund giant is moving assets to new trusts.
What's the reason for all the fund outflows at Fidelity?
More Fidelity stock funds are suffering withdrawals than adding money this year. What gives?