Bill Gross Warns Investors: ‘Get Down Off This Peak’
The Janus Funds manager is warning that the Himalayan heights investors have scaled over a 35-year bull market leave no more room to climb.
Top Portfolio Products: Recon Capital Adds FTSE 100 ETF
Also, Altegris launched a fund for accredited investors and Genpact added a wealth management solution.
4 Things Advisors Need to Know When Switching to ETFs
There are important differences with mutual funds that need to be considered by advisors.
Fund Investors Favored Taxable Bonds, International Equities in March
Mutual funds saw overall net outflows in March for the first time this year, but taxable bond and international equities found favor with investors, while international equity ETFs took in $24 billion.
Fund Fees Plunge Thanks to Investors
Fund expenses are coming down, but don’t thank the financial services industry.
Bad Behavior Cost Mutual Fund Investors 8 Percentage Points in 2014: Dalbar
Dalbar’s latest investor behavior study shows, for the 21st time, that investors are their own worst enemies and that advisors can be their best friends.
SEC Fines BlackRock Over Energy Fund Manager Who Owned Oil Company
BlackRock Advisors will pay $12 million for not disclosing that a top manager's portfolio was heavily invested in a venture he had a stake in.
Should Mutual Funds Be Illegal?
There's a congealing regulatory view that index funds are Good and active management is Bad, Matt Levine writes.
SEC OKs ‘Breakthrough’ 3-Tier Fund-of-Funds Structure
The SEC will allow Franklin Templeton to use a three-tier fund-of-funds structure, a move that one compliance firm says is a “breakthrough.”
SEC Probes Whether 12b-1 Fees Are Used Properly
SEC is examining whether the rules for the fees and their disclosure are being followed and “what funds are paying intermediaries for.”