Smart-Beta ETFs: 3 Factors to Calculate Before Adding to a Portfolio
Still trying to understand what “smart beta” means for ETFs? Hint: it’s where active meets passive.
PIMCO Outflows Aside, Bond ETFs Looking to Shine in 2015
Jeff Gundlach’s plan to launch a DoubleLine bond ETF will bring new competition to PIMCO’s Total Return.
New Hire Roundup: Morningstar Shuffles Leadership
Meanwhile, the SEC has appointed a new equity market structure committee, which includes FINRA CEO Richard Ketchum.
Gross’s New Janus Fund Got $700M From His Advisor’s Brokerage
Bill Gross may be getting the ultimate vote of confidence from none other than Bill Gross.
Gross ‘Is Our Peyton Manning’: Janus Exec
The fund firm has its eyes on making a touchdown with its first ETF.
Fixed Annuity Sales Dip in Q3: IRI
Fixed annuity sales cooled in Q3 from a five-year high while variable annuity total sales remained stable, according to IRI's Q3 2014 Annuity Sales Report.
Jack Bogle: Investing Outside U.S. Not Worth the Risk
Also, Bogle says role of advisors should be to keep clients from making bad investment choices.
Fall of the Bond King: Gross Lost an Empire as PIMCO Cracked
Interviews with 25 current and former PIMCO employees paint a complex picture of the events that led to Gross’s departure.
Boomer Demand for Annuities to Stay High Despite Low Rates
Three-quarters of advisors say most clients want guaranteed retirement income, IRI report shows.
BlackRock’s Rieder Fund Snags PIMCO Assets
Rieder, who runs the $4.1 billion fund, has delivered 7% over the past year, making it the top bond fund.