12 Best & Worst Broker-Dealers: Q2 Earnings, 2014
Some of Wall Street’s major players still struggle with litigation expenses; many are finding ways to further boost their wealth results.
Trend Following Isn't the Only Managed Futures Strategy
The managed futures corner of the alternative investment space is one of the first places astute investors turn for diversification from traditional asset classes.
The Real Appeal of Multi-Alternative Funds
Advisors are looking beyond yield; asset management experts explain why.
Most Americans Don’t Understand Annuities
The good news for the annuity industry: most Americans would consider the fixed income products to finance some aspect of their retirement.
20 Best & Worst Fund Families of 2013
The top performer saw $75 billion pour in last year, while the weakest performer had more than $30 billion in outflows.
OppenheimerFunds Names New CEO, CIO
The money management firm will have a new chief investment officer on Jan. 1 and will name Art Steinmetz CEO on July 1.
First Eagle Fund Goes ‘Anywhere the Value Is,’ but With a Safety Margin
Global Income fund builds on First Eagle Global Fund’s success, following Benjamin Graham's diktats, but not averse to the benefits of high-yield bonds.
Long/Short Credit Garner Growing Interest by Funds: Cerulli
Interest rate risk, reduced volatility, added diversification all fuel increasing demand for this strategy.
ETF Investors Move Into Shorter Duration, Senior Loans in Bond Selloff: SSgA
In a midyear 2013 SPDR ETF outlook released Monday, SSgA said investors “remain interested in adding to their fixed-income exposure through ETFs even as the prospects of future positive total returns are weakening.”
Richard Ketchum: The 2013 IA 25 Extended Profile
FINRA CEO Ketchum says that the regulator continues to believe current levels of advisor oversight and exams are "unacceptable and a risk to investors."