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Prospect of high cash distribution has investors chasing dividends through ETFs

July 13, 2018

A handful of dividend ETFs may owe President Donald J. Trump a thank you note. The iShares Core Dividend Growth ETF (ticker DGRO), Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Dividend Appreciation ETF (VIG) have absorbed more than $2...

Facebook data privacy issue already identified by ESG investment screens

July 13, 2018

Shortly after it was revealed that Cambridge Analytica collected data on Facebook users during the 2016 election campaign, Domini Impact Investments, a registered investment advisory firm that specializes in responsible investing, decided to...

Stocks rally as trade war nerves settle

July 12, 2018

Stocks advanced, while Treasuries fell as the prospect of more trade talks between the U.S. and China helped settle investors' nerves. The S&P 500 Index rebounded from its biggest decline in two weeks, following shares in Europe and Asia, as...

Morningstar to replace funds in its managed portfolios with nine of its own

July 12, 2018

Morningstar Inc. will start replacing the mutual funds in its managed portfolios with nine funds of its own, removing a layer of costs embedded in the current fee structure, the company said Thursday. The Morningstar funds were declared effective...

Fidelity offering model portfolios

July 12, 2018

Fidelity Investments is jumping on the model portfolio bandwagon. The Boston-based custodian with $7 trillion in assets under advisement launched on Thursday the Fidelity Target Allocation Model Portfolios, which offers five different asset...

Are nontraded REIT sales back from the dead?

July 12, 2018

Signs of life are creeping back into the moribund market for nontraded real estate investment trusts. While sales are down 18.5% the first half of this year when compared to 2017, fundraising has increased for three consecutive quarters, according...

Investors wait for financial statements from leading seller of alternative investments

July 11, 2018

One of the current leading sellers of illiquid, high-commission alternative investments through independent broker-dealers, GPB Capital Holdings, has yet to file financial statements with the Securities and Exchange Commission for two of its...

Recency bias: A big risk to your clients this summer

July 10, 2018

It is perhaps the most oft written sentence in investing: Past performance is never an indication of future results. Lots of people tie this to disclosures on materials and relate it to an individual manager's results. But it is bigger than...

Bill Gross's bond fund sees $580 million of outflows in first half

July 10, 2018

Investors pulled a total of about $580 million from Bill Gross's bond fund in the first half of this year, and he turned in the worst performance among his peers during the period. June marked the fourth straight month of withdrawals for Mr....

Best-performing sectors this earnings season most at risk from trade war

July 9, 2018

The trade war is officially here. So is earnings season. Corporate America isn't about to let one ruin the other. As executives prepare to release results for the second time this year, it's the very companies with the most on the line in President...

Trade war fueling bond rally

July 9, 2018

Treasury yields are slipping further away from the pivotal 3% level, and the escalating trade war between the U.S. and China has traders bracing for the world's biggest bond market to keep rallying. A four-week advance in 10-year notes, the...

Barclays joins Morgan Stanley in questioning small-cap rally

July 9, 2018

Two Wall Street strategists are casting doubt on one of this year's most-popular trades: buy small-cap stocks. Don't be fooled by the consensus that smaller companies are better positioned to weather a global trade war, Barclays' Maneesh Deshpande...

Bond market portends end of boom times

July 9, 2018

It's abundantly clear that Americans as a whole are experiencing the best economy since the Great Recession. U.S. employers are adding so many workers that more people are growing encouraged to enter the labor force. Wage growth is well above...

Vanguard isn't taking in as much money; neither is anyone else

July 6, 2018

Vanguard Group is attracting a lot less money from investors this year compared with 2017. Turns out, the mutual fund giant's not alone. Vanguard, the world's second-largest money manager, collected $138 billion in the first half of 2018, down...

Finra arbitrator awards $1.5 million in damages to oil and gas investor

July 6, 2018

A Finra arbitrator has ordered Texas E&P Partners and its principal, Mark Plummer, to pay a former customer $1 million in punitive damages and $521,000 in compensatory damages. The customer, Eli Garza, claimed the firm and Mr. Plummer breached...

Texas REITs to pay $8.2 million for misleading investors

July 6, 2018

The Securities and Exchange Commission has reached an agreement with two real estate investment trusts to pay $8.2 million in fines and payments to investors for failing to disclose that it could not meet its distribution payments. The two REITs...

Goldman Sachs poses new threat to active mutual fund managers

July 5, 2018

Truly passive index and exchange-traded funds are winning over many financial advisers. There are some holdouts among these middlemen who look after perhaps as much as $25 trillion. They are not rushing to move their clients into cheap beta-style...

Muni closed-end funds may be ripe for tax-loss sales

July 5, 2018

It's only July, but it's not too early to discuss selling municipal-bond closed-end funds to offset a capital gains tax liability, according to Greg Neer of Relative Value Partners. Almost 90% of closed-end funds monitored by Bloomberg posted...

Earnings season is approaching, but all stocks care about is a trade war

July 5, 2018

One of the biggest casualties of the tariff war has been the power of corporate profits to energize stocks. Now another earnings season is at hand, and not even that can keep investors from obsessing over trade. It's the story of the market...

Trade war could harm Americans' retirement savings

July 3, 2018

Donald Trump's brewing trade war could have another collateral victim: Americans' retirement savings. The second quarter officially ended on Friday. By next week, large U.S. companies will start reporting how they did during the period. Most...

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