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Restored Cuba relations will lead to travel, cigars, not investment opportunities
Even if Cuba's economy doubled, it still wouldn't be 'big enough to move the needle for the U.S.'
Alternatives offer money managers a profitable lifeline
Low-cost index funds capturing 25% of new assets but drive just 5% of revenue.
Powerful Wells Fargo division takes over firm's wealth management research functions
New unit will influence product selections for 15,000 advisers managing $1.6 trillion in assets.
Are ETFs really cheaper than mutual funds?
New report from Morningstar casts doubt on the relative cost advantages of popular exchange-traded funds. And there is, of course, the Vanguard effect.
China share ETF suffers record drop amid new debt curbs
Largest U.S. exchange-traded fund that tracks mainland Chinese stocks sank more than 7% after policy makers tightened curbs on the local debt market, fueling a rout across asset classes.
SEC settlement ends saga for former Ameriprise exec who aided SAC Capital insider case
A former Ameriprise Financial Inc. money manager who pleaded guilty to securities fraud must pay $390,103, a figure roughly equal to the gains regulators said her funds earned based on an insider tip about Yahoo.Law enforcement officials said Reema D. Shah, a tech-stock picker for Ameriprise
It's not too early to start worrying about a spike in oil prices
Tuesday's Breakfast with Benjamin features a warning over it not being too early to worry about a jump in oil prices. Plus, Vanguard ramps up its financial advice offerings, the pain of diverging global economies in 2015, and John Paulson's painful comeback effort.
The top 25 socially conscious funds
Fund1-year return3-year return5-year returnPortfolio net assets ($M)Expense ratio*Praxis Growth Index Fund I (MMDEX)20.02%21.11%16.20%$164.70.47%Parnassus Endeavor Fund (PARWX)19.10%22.67%16.13%$650.90.95%Vanguard FTSE Social Index Fund Investor (VFTSX)18.93%22.30%16.23%$1,304.70.28%Steward Large
Investors move to Janus as new Gross-run fund adds $769 million
Janus Global Unconstrained Bond Fund reports assets of $1.21B; fund returned 0.38% in November, beating 85% of peers.
UBS renews push to increase advisers' hedge fund use
The wirehouse plans tools to explain the risks and benefits of hedge fund strategies to advisers whose allocations have been low.
Political bickering aside, the health care sector is a healthy investment
The seemingly endless political bickering over health care reform has not dampened investor enthusiasm for the sector, which is leading all stock categories this year, up 24%. “Health care has been kicking tush, and most of my clients want more of it in their portfolios,” said Theodore Feight,
Unconstrained bond funds disappoint
Unconstrained bond funds have showed disappointing returns this year; 1.7% year-to-date compared with 5.6% for its benchmark.
DoubleLine's Jeffrey Gundlach thinks the dollar will keep getting stronger
On Friday's Breakfast with Benjamin, Jeffrey Gundlach calls for more of the dollar's rally. Plus: Warren Buffett places an early bet on Hillary Clinton in 2016, bond manager urges maximum flexibility, and Robert Shiller picks stocks over houses.
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