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Activists add tailwinds to closed-end funds

July 14, 2017

If you're an adviser, you probably don't want activists banging on your door. But if you're a closed-end fund investor, activists are good thing indeed, and they're making big changes in the industry. Closed-end funds are the coelacanths of...

Vanguard CEO McNabb to step down

July 13, 2017

Vanguard Group Chief Executive Officer F. William McNabb will step down at the end of the year and cede his role to Tim Buckley, a two-decade veteran of the world's second-largest money manager who serves as investment chief. McNabb, 60, who...

How options can play a role in portfolios

July 12, 2017

In today's low yield, high-risk investment environment, traditional asset classes are unappealing. However, over the past several decades other "options" have arisen for investors. Option-based strategies have proven themselves through difficult...

10 funds that sustained heavy losses in the first half

July 11, 2017

Just as there’s always a bull market somewhere on the planet, there’s always a place where the bears roam free. The Standard & Poor’s 500 stock index rose 9.3% in the first half of this year, and the international MSCI EAFE index jumped...

What 'Moneyball' can teach advisers about better portfolio construction

July 10, 2017

"We've got to use every piece of data and piece of information, and hopefully that will help us be accurate with our player evaluation. For us, that's our life blood." — Billy Bean, subject of "Moneyball: The Art of Winning an Unfair Game"...

ESG investors like gains as much as anyone else

July 10, 2017

Social investors like funds that do good, but they love funds that do good and do well. Consider Parnassus Endeavor Investor (PARWX), up a blistering 31.0% the past 12 months, versus a 17.9% gain for the Standard & Poor's 500 stock index. The...

How financial advisers can “bridge the digital” divide

July 10, 2017

The following is an excerpt from a new research paper, “An adviser's guide to understanding investors' digital DNA,” that was co-developed by InvestmentNews Research and Oranj: Digital tools can play a crucial role in moving more individuals...

Will new smart-beta strategies boost target-date funds' performance?

July 8, 2017

Target-date funds are the Energizer Bunny of the mutual fund world. As the industry struggles furiously for investors' money, target-date funds slide blithely by, with billions of dollars in new money flowing in. Now they're adding a little...

Buffett's $9 billion purchase shines new light on utility sector

July 7, 2017

Warren Buffett's plans to acquire the parent company of Texas' largest electricity-transmission operator says a lot about the current appeal of the utility sector, according to industry analysts. "They paid a lot for that utility business, but...

Fidelity: Will Goldilocks market have a happy ending?

July 7, 2017

A Fidelity Investments analyst is warning that a fairy tale stock market may not have a fairy tale ending. What makes the current stock market such a wonderland? "Investors have enjoyed the best of all worlds," said Jurrien Timmer, Fidelity's...

Gundlach sees more pain for bond bulls as long Treasuries sell off

July 6, 2017

Hedge funds that built up bullish long-end Treasury wagers to the highest outright level since 2008 are rushing for the exit as a government bond rout that started in Europe following a weak French debt auction spreads to the U.S. market. Thirty-year...

Health savings accounts becoming the new IRAs

July 6, 2017

With more than $40 billion in total assets, health savings accounts are starting to add up to real money, which could represent another area of opportunity and responsibility for financial advisers. Today, only about 4% of HSA savers are moving...

Growth funds soar in first six months of 2017

July 5, 2017

With a 14.1% gain, growth funds clobbered value funds in the first half, with bargain-hunters posting only a 5.6% increase, according to Morningstar Inc. "Well-established growth companies did what you'd expect well-established growth companies...

Fidelity, American Century adopting new TDF fee tactic as cost pressures grow

July 5, 2017

Two of the largest managers of target-date-fund assets, Fidelity Investments and American Century Investments, are changing how they assess fees in the multi-asset funds, at a time of heightened cost scrutiny and as TDFs capture an increasing...

8 top performing mutual funds and ETFs for the first half of 2017, and one to avoid

June 30, 2017

The first half of 2017 is over, and it’s been a good one for investors: The Standard & Poor’s 500 stock index gained 9.2%, and the MSCI Europe, Australasia and Far East (EAFE) index jumped 12.6%. Here’s a look at some of the top-performing...

ARCP Ex-CFO Brian Block guilty of securities fraud

June 30, 2017

A New York federal jury on Friday found Brian Block, the former chief financial officer of American Realty Capital Properties Inc., a giant REIT once controlled by Nicholas Schorsch, guilty of cooking the books at the net lease real estate investment...

As trial of ARCP CFO Brian Block comes to close, two sides engage in smear campaign against witnesses

June 29, 2017

Attorneys presented closing arguments Thursday in the securities fraud trial for Brian Block, the former chief financial officer at the giant REIT once controlled by Nicholas Schorsch, with the prosecution calling Mr. Block a liar who fabricated...

UBS loses $793,000 in Puerto Rico bond arbitration case

June 28, 2017

A Finra all-public arbitration panel has awarded claimants $793,077.61 in a case involving the sale of Puerto Rico municipal bonds by UBS. The claimants — Madeleine Carrero, individually and as trustee of Fideicomiso Ulises Barros and Ulises...

Feds move to undermine CFO Brian Block's defense of inaccurate financial filings at ARCP

June 28, 2017

During cross-examination at his securities fraud trial Wednesday, Brian Block, the former chief financial officer at American Realty Capital Properties Inc., asserted that he wasn't operating in a "silo" when calculating a key accounting metric...

Dan Wiener, Vanguard's gadfly, has keen eye on investing

June 28, 2017

Dan Wiener, editor of The Independent Adviser for Vanguard Investors and co-founder of Adviser Investments in Newton, Mass., is on a tear lately. Three of the most recent stories from Mr. Wiener: • "Morningstar's 'Fantastic funds' now just...

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