Latest News

FTSE announces first emerging markets indexes with China A shares exposure

May 26, 2015

Allows institutional investors to add an initial increment of China A shares exposure to their emerging markets benchmarks.

Asset managers beat the bushes to woo reclusive family offices

May 26, 2015

They trot out celebrity executives, hold conferences and make sweetened investment offers to bring in private wealth to private equity.

Yellen says expect a rate increase this year

May 22, 2015

Federal Reserve chief says indicators are moving in the right direction; rate hikes will be gradual.

Inflation report boosts odds of September rate hike

May 22, 2015

Rise in consumer prices gives the Fed another reason to act this year.

Legislation would allow B-Ds to publish ETF research without fear of breaking securities laws

May 22, 2015

Bill proposed by former broker passes key committee, would raise competition with Morningstar.

7 qualities of the most effective team leaders

May 22, 2015

It takes partnership and collaboration to build a team that can achieve goals and create sustainable success.

Inclusion in new Pimco funds is a coup for Vanguard

May 22, 2015

Bond giant's latest target date funds invest heavily in the low-cost firm's ETFs.

Not all loan interest is created equal

May 22, 2015

There's a lot of misunderstanding regarding the rules on deducting the interest paid on a loan.

Real estate company seeks $20M for New York City mausoleum high-rise

May 21, 2015

Rest in peace and luxury: Average prices are expected to top $65,000 for crypts and $17,000 for niches for funerary urns.

Wirehouses raise clients' exposure to alternatives, but reps still just dabbling

May 21, 2015

The 5-10% allocation most advisers are using is not enough to manage risk

Advisory draws SEC heat for alleged violations in police, firefighter pensions

May 21, 2015

Regulator charges Atlanta firm with improperly recommending alternative investments.

Vanguard widens lead over Fidelity in managing retirement assets

May 21, 2015

Pensions & Investments survey finds fund giant still tops in managing retirement assets, followed by Fidelity. BlackRock is gaining ground, helped by target date, index funds.

6 banks to pay $5.6 billion for manipulating foreign-exchange markets

May 20, 2015

Guilty pleas will require the banks' money management units to seek an exemption from the Labor Department to continue managing retirement plan assets.

Lessons for advisers from Supreme Court's decision on 401(k) excessive fees lawsuit

May 20, 2015

A few suggestions for retirement plan advisers who want to protect their clients and themselves as 401(k)s face legal and regulatory scrutiny.

UBS ordered to pay investor $1 million as Puerto Rico claims roll in

May 20, 2015

Brokers allegedly pushed conservative investor to put 100% of assets into risky proprietary bond funds.

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