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FAANGs are really solo acts, not a supergroup

August 7, 2018

It's time for FAANG stocks to break up, at least in investors' minds. Facebook, Apple, Amazon, Netflix and Google parent Alphabet can't get away from one another. Every time one grabs the spotlight — as Apple did last week when it became the...

Investors rekindle love affair with hedge funds

August 7, 2018

Investors are back to loving hedge funds, if you can still call them that. Net demand for allocating to hedge funds is the highest in at least three years at 28%, compared with 12% a year prior, according to a Credit Suisse Group AG survey released...

Jamie Dimon of JPMorgan Chase warns of 5% Treasury yields

August 6, 2018

Not content with a previous warning investors should brace for U.S. yields of 4%, Jamie Dimon went one further at the weekend, suggesting 5% was a distinct possibility. The JPMorgan Chase & Co. CEO said Saturday that people should be prepared...

Why investors should diversify more than just their assets

August 4, 2018

The next generation of investors demands more from their portfolios. While they still expect to generate returns that will fund a home, their children's education and retirement, a growing number also expect their investments to make a difference....

Vanguard exec: Investors should look for 'the catch' in Fidelity's no-fee funds

August 3, 2018

There's more than meets the eye when it comes to the free funds unveiled by Fidelity Investments this week, according to Vanguard Group chief investment officer Greg Davis. Vanguard's rival stoked the investing industry price war Wednesday by...

New ETFs seek to hedge a stock market slide

August 3, 2018

Some investors worry that exchange-traded funds will be front and center in the next big stock market correction. So naturally, you can now buy ETFs aimed at protecting you from it. Innovator Capital Management is readying three new funds that...

Bitcoin trade gone bad leaves counterparties holding the bag

August 3, 2018

A massive wrong-way bet on bitcoin left an unidentified futures trader unable to cover losses, burning counterparties and threatening to dent confidence in one of the world's largest cryptocurrency venues. The long position in bitcoin futures...

American Funds offering TDFs in collective investment trusts

August 3, 2018

Capital Group, the asset manager behind the American Funds investment brand, is planning to offer its target-date mutual funds in a collective-investment-trust-fund vehicle later this year, in a move to seize on the growing popularity of CITs...

Private equity chasing healthy returns at RIAs and broker-dealers

August 2, 2018

Why are private-equity investors swarming over the wealth management industry? As Willie Sutton supposedly said when asked why he robbed banks, "That's where the money is." Looking to buy businesses with annual rates of return of 20% to 25%...

Fidelity's zero-fee funds unleash the power of free

August 2, 2018

Fidelity Investments fired a shot heard around the investing world Wednesday: It announced it would roll out two index mutual funds Friday that charge no fees. Both funds will track market cap-weighted Fidelity indexes. The Fidelity Zero Total...

Fidelity's zero-cost funds raise issues for 401(k) advisers

August 2, 2018

Fidelity Investments is making 401(k) advisers' lives a little more complicated. The Boston-based behemoth dropped some eye-popping news Wednesday: as of Friday, it will begin offering two index mutual funds with a price tag of 0.00%. Yes, funds...

3 ways advisers should prepare for ESG conversations with 401(k) clients

August 2, 2018

Retirement plan advisers likely won't know when environmental, social and governance investing — also known as sustainable investing and impact investing — factors will be of interest to clients. That's why they need to develop a plan in...

Where does the proposed indexing of capital gains leave retirement accounts?

August 1, 2018

There has been talk in Congress about indexing capital gains for inflation. This talk was largely under the radar until this week, when the story hit the front page of the New York Times. Its story says that the White House might try to make...

Fidelity resets the fee-war bar with zero-expense index funds

August 1, 2018

Fidelity Investments has pushed the limit in the wealth management industry's fee wars by launching two index funds with expense ratios of zero. The $7 trillion asset manager's seemingly blatant effort to capture more market share also includes...

Indexing capital gains for inflation would be tax windfall for clients

July 31, 2018

A proposal being floated by Treasury Department officials to index capital gains to inflation would, if enacted, bestow a significant tax windfall on many clients of financial advisers. Treasury Secretary Steven Mnuchin has indicated he is considering...

Morgan Stanley: Correction worse than February looming

July 31, 2018

The market's leaders have gone missing this earnings season. For Morgan Stanley, that's a worrying sign that the stock rally may have exhausted itself. Even though more than 85% of S&P 500 members beat analyst estimates, the type of pro-cyclical...

Schorsch REIT listing a billion-dollar disaster for investors

July 30, 2018

The history of nontraded real estate investment trusts is littered with stories of companies that appear to have value and promise one day only to reveal a hideous portrait the next. Several REITs that raised money in the years before the 2008...

A new tax break for impact investing has arrived

July 30, 2018

Financial advisers have a new way to deliver impact investing to wealthy clients — one that comes with substantial tax benefits — courtesy of a fledgling federal tax law. The law created a way to invest in "qualified opportunity zones,"...

Tech bloodletting approaches $300 billion

July 30, 2018

The rush to get out of U.S. tech stocks entered its third day Monday as concerns mounted over how the storied FAANG bloc will fare amid rising interest rates and slower growth. All of the FAANGs retreated, with Facebook Inc. sinking 3.3% and...

Cash management platform gains appeal among advisers amid rising interest rates and frothy markets

July 27, 2018

The ever-frothy equity markets coupled with rising interest rates are starting to make cash look a lot more attractive to investors and financial advisers. It's a pattern that should play right into the hands of Gary Zimmerman, founder and CEO...

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