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China share ETF suffers record drop amid new debt curbs

December 10, 2014

The largest U.S. exchange-traded fund that tracks mainland Chinese stocks sank the most on record after policy makers tightened curbs on the local debt market, fueling a rout across asset classes. The Deutsche X-trackers Harvest CSI 300 China...

Jack Bogle recommends a firm grip on U.S. stocks

December 10, 2014

Jack Bogle stands firm about his love affair with U.S. markets, regardless of the market's strong run. 'It would be nice to only invest when valuations are low.' At this point in the cycle, it is tough to argue against active management. Positioned...

SEC settlement ends saga for former Ameriprise exec who aided SAC Capital insider case

December 9, 2014

A former Ameriprise Financial Inc. money manager who pleaded guilty to securities fraud must pay $390,103, a figure roughly equal to the gains regulators said her funds earned based on an insider tip about Yahoo. Law enforcement officials said...

All-time highs in stocks, but time for a breather

December 9, 2014

I have been playing golf for the better part of 40 years and I have taken my fair share of lessons. I can't tell you how many times I have commented to my teacher that something "doesn't feel right" or this "feels weird." Each and every time...

Schorsch-related nontraded REIT sales drop in November

December 9, 2014

Sales of nontraded real estate investment trusts that are part of the Nicholas Schorsch empire declined in November in the wake of an accounting scandal at one of his firms. Sales of American Realty Capital nontraded REITs plunged 58% in November...

It's not too early to start worrying about a spike in oil prices

December 9, 2014

It's not too early to start worrying about a spike in oil prices. Is OPEC stealing our future? In the wake of a really big year, Vanguard is getting ready to try its hand at providing financial advice. 'Really super high-quality advice at a...

John Bogle eats his own cooking: Traditional 60/40, intermediate-term bonds

December 9, 2014

Michael Jordan's statue is outside the Chicago Bulls' United Center Stadium. Willie Mays Jr.'s statute is on the grounds of the San Francisco Giants' AT&T Park. They are tributes to game-changing careers, both for their teams and for their leagues....

Socially conscious funds by category, ranked by one-year total return

December 8, 2014

Domestic Equity Funds Fund 1-year return 3-year return 5-year total return Portfolio net assets ($M) Expense ratio* Praxis Growth Index Fund I (MMDEX) 20.02% 21.11% 16.20% $164.7 0.47% Parnassus Endeavor Fund (PARWX) 19.10% 22.67% 16.13% $650.9...

Wall Street makes a case for why consumers should be spending big

December 8, 2014

Hey consumers, all eyes are on you. So go out and spend money. The expectations are high The first step toward not becoming a bag lady is steering clear of 'bag lady syndrome.' Working with female clients The insurance industry's digital innovators...

St. Nicholas puts holidays on ice

December 8, 2014

Saint Nicholas — Nicholas Schorsch, that is — is putting the holidays on ice. In an email to American Realty Capital employees from Mr. Schorsch last Tuesday, he informed ARC staff that the company's holiday party was on hold and will be...

The top 25 socially conscious funds

December 8, 2014

Fund 1-year return 3-year return 5-year return Portfolio net assets ($M) Expense ratio* Praxis Growth Index Fund I (MMDEX) 20.02% 21.11% 16.20% $164.7 0.47% Parnassus Endeavor Fund (PARWX) 19.10% 22.67% 16.13% $650.9 0.95% Vanguard FTSE Social...

Fidelity's clearing arm restores processing some Schorsch-related nontraded REITs

December 8, 2014

National Financial Services, the clearing arm of Fidelity Investments, told its broker-dealer correspondents that, effective Monday, it was facilitating new purchases for 12 nontraded REITs and business development companies under the American...

The latest separately managed account data

December 8, 2014

U.S. large-cap equity Product 3Q return 1-year return 3-year return 5-year return 5-year std dev 5-year Sharpe ratio Assets ($M) Manager Location Mellon Capital Management - Large Cap Growth Strategy 3.53% 26.02% 25.87% 18.57% 15.46% 1.2 $1,265.0...

UBS renews push to increase advisers' hedge fund use

December 8, 2014

UBS Group AG is preparing to roll out new tools to increase hedge fund use by its financial advisers in the U.S., encouraging increased sales of the alternative investments to a sometimes-reluctant clientele. UBS is developing a suite of tools...

Unconstrained bond funds disappoint

December 5, 2014

Unconstrained bond funds have yet to make a convincing case to investors. “It's got some potential, but [they've] largely disappointed people,” said Russ Kinnel, Morningstar Inc.'s director of mutual fund research. “Early on people inferred...

DoubleLine's Jeffrey Gundlach thinks the dollar will keep getting stronger

December 5, 2014

DoubleLine's Jeff Gundlach called the dollar rally, and now he's calling for it to charge further ahead. Not worried about a crowded dollar trade Warren Buffett jumps on the Hillary Clinton bandwagon. Formerly 'dead broke' Hillary gets $25K...

Political bickering aside, the health care sector is a healthy investment

December 5, 2014

The seemingly endless political bickering over health care reform has not dampened investor enthusiasm for the sector, which is leading all stock categories this year, up 24%. “Health care has been kicking tush, and most of my clients want...

W. Curtis Livingston, former leader of Legg Mason unit, dies at 71

December 5, 2014

W. Curtis Livingston III, the chief executive officer who led Western Asset Management Co. during its purchase by Legg Mason Inc. and then oversaw a 14-fold surge of invested client money, has died. He was 71. He died on Dec. 2 at his home in...

Bill Gross says take chips off the table as end to asset increases nears

December 4, 2014

Bill Gross, who left Pacific Investment Management Co. in September to join Janus Capital Group Inc. (JUCIX), recommended that investors reduce risk and prepare for asset prices to stop increasing. “Markets are reaching the point of low return...

Impact investing a potential trap for the unwary

December 4, 2014

The World Economic Forum has a message for wealthy families thinking about impact investing: don't buy on the buzz. Seeking investments with the dual purpose of making a profit and improving society has become trendy among wealthy people and...

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