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Vanguard files for two ETFs with ESG focus

June 27, 2018

Vanguard filed a preliminary registration statement with the Securities and Exchange Commission for two exchange-traded funds to complement its existing environmental, social and governance (ESG) mutual fund. The two new funds, the Vanguard...

Momentum stocks set for more pain as quarter ends

June 26, 2018

The calendar and the computers are working against formerly high-flying momentum stocks. The iShares Edge MSCI USA Momentum Factor exchange-traded fund (MTUM) has given back 3.9% over the past three sessions. And Christopher Harvey, Wells Fargo's...

Private-equity veterans build $2 billion advisory firm from scratch

June 26, 2018

The wealth management space has become an attractive target of deep-pocketed private-equity investors, but rare is the private-equity investor launching a financial advisory firm from scratch. Enter Cresset Capital Management, a 1-year-old Chicago-based...

Stocks sell off on escalating trade jitters

June 25, 2018

Escalating trade tensions sent U.S. stocks to their steepest drop since early April on Monday, as President Donald J. Trump's threats of more protectionism against major partners were met with Chinese and European vows of retaliation. The S&P...

Wells Fargo Advisors fined $4 million over complex product sales

June 25, 2018

The Securities and Exchange Commission on Monday said it had fined Wells Fargo Advisors $4 million and ordered the firm to pay $1.1 million in restitution stemming from the sale of complex products called market-linked investments to retail...

From asset manager to holistic planner

June 22, 2018

As the financial planning industry continues to feel pressure from low-cost digital advice platforms, some advisory firms are embracing the concept of holistic planning as a means of taking the focus away from pure investment management. That's...

Best- and worst-performing sector funds and ETFs this year

June 22, 2018

A rising tide may lift all ships, but a bull market doesn't lift all stock sectors. Here are the top and bottom funds and ETFs in the five best- and worst-performing sectors this year, listed from worst to first. Data are as of June 21 and are...

Celebrated investor Jim Rogers launches ETF

June 21, 2018

Celebrated investor Jim Rogers has launched an exchange-funded fund. The most intriguing question about this news: Will the perennially bearish Mr. Rogers be able to stay invested? The Rogers AI Global Macro ETF (BIKR), which launched Thursday,...

Guggenheim said to consider sale of asset management unit

June 21, 2018

Guggenheim Partners is exploring the sale of a stake in its $250 billion asset-management unit overseen by Scott Minerd, according to people familiar with the matter. Guggenheim Partners Investment Management has been in talks with global insurers,...

Minnesota charges financial planner with fraud costing investors $200,000

June 21, 2018

A Sauk Rapids, Minn., adviser has been charged with securities fraud, insurance fraud and theft in connection with fraudulent insurance and gold bullion transactions that cost investors more than $200,000. Lisa Marie Schurhammer, a former licensed...

Walgreens replacing GE on the Dow

June 20, 2018

General Electric Co. suffered a crowning ignominy Tuesday as overseers of the Dow Jones Industrial Average kicked the beleaguered company out of the stock gauge it has inhabited for more than a century. Once the world's most valuable company,...

Americans still have no emergency savings, poll finds

June 20, 2018

Despite recent job gains, rising wages and falling unemployment, almost a quarter of Americans said they still have no emergency savings, according to an annual Bankrate.com report released Wednesday. The number of Americans who said they have...

Municipal bonds once seen as the safest now tarnished

June 20, 2018

Late last month, Fitch Ratings downgraded $2.5 billion of Illinois's sales-tax bonds by five steps, dropping them closer to debt backed only by the state's promise to repay. It may not be the last ratings cut for state and local government bonds...

Mutual funds feel the pinch of platform fees

June 20, 2018

As mutual fund managers face increasing calls to cut their fees, they're asking no-transaction-fee platform providers such as Schwab and Fidelity to cut theirs as well — or at least figure out a way to let investors know what part of their...

ETrade adds 32 Vanguard ETFs to its no-transaction-fee platform

June 20, 2018

ETrade has added 46 exchange-traded funds to its no-transaction-fee lineup, including 32 from Vanguard. Other ETFs added were from Direxion, iShares, Janus Henderson, NuShares and Reality Shares. The online brokerage now has more than 250 ETFs...

Younger millionaires want advice on cryptocurrency

June 19, 2018

Wealth managers should overcome their reluctance to discuss cryptocurrency investments with their younger rich clients, to prevent them from turning to other specialists for advice, according to consultant Capgemini. More than 70% of millionaires...

Small-cap stocks unfazed by trade tensions

June 19, 2018

Sometimes, you manage to get things half right, and that turns out to be all wrong. For example, you might be correct in assuming that the rope bridge is the best route across Casket Canyon. This would be wrong, however, if you overlooked an...

LPL rolls out blockchain separately managed account

June 18, 2018

LPL Financial has rolled out a new blockchain strategy separately managed account that LPL's advisers can offer their clients or use to build client portfolios. Blockchain is the driving force behind bitcoin and many other cryptocurrencies,...

Which stock sectors are most likely to raise dividends? It matters a lot

June 15, 2018

Dividends are a significant part of the total return from stocks. But rather than evaluating stocks based on recent dividends, investors should ask: "How likely are my holdings to raise their dividends?" A recent research paper by Morningstar...

Crypto coins surge on SEC reprieve

June 14, 2018

Ether investors got a reprieve Thursday when a top U.S. regulator said transactions involving the token aren't subject to federal securities rules, ending months of speculation that had weighed on the second most valuable digital currency. Ether...

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