Mutual Funds

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  1. Articles

    Bill Gross' departure reignites the risks of 'star manager' funds

    On today's Breakfast with Benjamin menu, Bill Gross' Pimco exit is changing the way we look at star fund managers, Japan's latest stimulus plan triggers a market rally, watching out for those mutual fund tax burdens, and more.

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    Brokers warned to beef up training on complex products

    Regulators alarmed at lack of knowledge brokers demonstrate about the products they're selling.

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    Pershing playing catch-up with competitors as custodian considers offering commission-free ETFs

    Platforms, popular with RIAs, post tremendous growth for firms, fund managers.

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    BlackRock, Loomis Sayles replace Pimco at $6B Prudential fund

    Move comes on heels of record withdrawals from Pimco Total Return after Gross exit

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    SRI indexes delivered market-like returns and risk, while pursuing social goals

    Interest in socially responsible investing (SRI) is increasing rapidly. From 2003 to 2012, SRI assets in the U.S. grew 54% to reach $3.31 trillion,1 according to the Forum for Sustainable and Responsible Investment (US SIF Foundation). This represents roughly 10% of assets under professional ...

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    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 ...

  11. 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.