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What behavioral finance can teach us about markets — and ourselves

May 22, 2017

OMAR AGUILAR, PH.D. Senior Vice President and Chief Investment Officer, Equities and Multi-Asset Strategies, Charles Schwab Investment Management Behavioral finance — a body of work combining psychology, economics and other social sciences...

Tips on lowering ETF transaction costs

May 22, 2017

Chuck Thomas Chuck Thomas is head of the U.S. ETF Capital Markets Team. In this column, he explains how being mindful of the risks borne by market makers can help advisors cut transaction costs. A core function of our ETF Capital Markets Team...

Is Dow Theory signaling a market downturn?

May 19, 2017

The venerable Dow Theory may be signaling a warning — but the signal has a great deal of noise. Dow Theory is named after Charles Dow, co-founder of Dow Jones & Co. and the Wall Street Journal. Dow created the Dow Jones industrial average...

Trump miscues, more cash becoming available will drive summer muni bond rally

May 19, 2017

Municipal bonds got a lift this week as turmoil surrounding President Donald J. Trump's administration sparked a flight to safe assets. An even bigger boost will come this summer as investors will receive a flood of cash that will outstrip the...

Nicholas Schorsch 'highly focused' on cash-flow metric at center of alleged ARCP fraud: Feds

May 18, 2017

Nicholas Schorsch, the former executive chairman of the giant REIT American Realty Capital Properties Inc., now called Vereit Inc., had a keen interest and was "highly focused" on a cash-flow metric that the federal government alleges was at...

Low volatility funds live up to their name as market falls

May 18, 2017

Low-volatility funds largely lived up to their name in Wednesday's market carnage — but clients should be reminded that "low-vol" doesn't mean "no loss." As their category name implies, low-vol funds are designed to not bounce as high or fall...

Stock market's rally may have further to run

May 18, 2017

It's been more than eight years since the stock market bottomed out in the winter of 2009, with the S&P 500 hitting its low of 676.5 on March 9. Since then, the broad index of large-cap stocks has increased by more than 3.5 times, and on Wednesday...

Finra fines Merrill Lynch $650,000 for bond trading violations

May 17, 2017

Merrill Lynch has agreed to a settlement with Finra over its handling of transactions in nonconvertible preferred securities from July 1, 2010 through Dec. 31, 2012. The firm was censured, fined $650,000 and ordered to pay restitution of more...

Baird picks CAIS platform for hedge funds

May 17, 2017

Robert W. Baird & Co. has signed on with CAIS' alternatives platform, allowing its 875 advisers to select single-manager hedge funds for the first time. "Many of the advisers we have recruited from wirehouses are experienced in offering hedge...

Markets fall in reaction to Trump turmoil

May 17, 2017

European and Asian equity markets slumped in the wake of the worst day in eight months for U.S. stocks as the political crisis engulfing U.S. President Donald J. Trump's administration drove investors to the safety of bonds. Shares across Europe...

Addepar acquires AltX to expand in alternatives

May 17, 2017

Addepar, a New York-based investment management platform for advisers and their clients, has acquired AltX, a San Francisco-based intelligence platform for alternative investments. Using machine-learning technology, which enables computers to...

Securities lending adds return, risk for funds

May 16, 2017

Rising short interest, and an increasing thirst for fees, could prompt a rise in securities lending by mutual funds. The practice is good for the funds, but it may not be good for your clients. Investors who sell securities short are betting...

Harvard goes low-cost with big investment in high-yield bond ETF

May 16, 2017

The Harvard University endowment's biggest publicly traded holding is a high-yield bond exchange-traded fund, a move into a cheap, passive investment as the school replaces some of its own traders with external money managers. Harvard Management...

Fidelity launches two ESG index funds

May 15, 2017

Fidelity Investments has launched two environmental, social and governance index funds: the Fidelity U.S. Sustainability Index Fund and Fidelity International Sustainability Index Fund. The two funds — the firm's first ESG index funds —...

Best- and worst-performing equity mutual funds

May 14, 2017

LARGE CAP GROWTH Top 10 Portfolio net assets ($M) 1-year return 3-year return 5-year return Expense ratio* USAA Nasdaq-100 Index Fund (USNQX) $1,253.60 23.95% 16.07% 16.65% 0.57% Morgan Stanley Inst Portfolio I (MSEQX) $3,362.30 23.14% 12.71%...

Best- and worst-performing fixed-income funds

May 14, 2017

CORE BOND Top 10 Portfolio net assets ($M) 1-year return 3-year return 5-year return Expense ratio* Miller Intermediate Bond Fund I (MIFIX) $162.50 7.74% N/A N/A 1.25% River Canyon Total Return Bond Fund Institutional (RCTIX) $27.50 6.25% N/A...

Best- and worst-performing international funds

May 14, 2017

EQUITY INTERNATIONAL MULTI-CAP CORE Top 10 Portfolio net assets ($M) 1-year return 3-year return 5-year return Expense ratio* Oakmark International Fund Investor (OAKIX) $29,763.20 21.82% 2.87% 11.02% 1.05% PIMCO StocksPLUS International Fd...

With U.S. stocks flying high, advisers should caution clients

May 13, 2017

It has been two decades since then-Federal Reserve Chairman Alan Greenspan used the phrase "irrational exuberance" ​ to describe the general mood of investors during a December 1996 speech at the American Enterprise Institute. At the time,...

Will the fiduciary rule shrink the ever-expanding world of share classes?

May 13, 2017

First there was​ little share class A. Then there were little share classes B and C. Faster than you could say, "The Cat in the Hat," there were little share classes I, N, K, F and Y. Now the fund industry is contemplating unleashing an estimated...

Investors turn to international equity funds in April

May 12, 2017

Stock investors sent their money to Paris in April — and London, Hong Kong and Brussels, according to Morningstar's most recent report on mutual fund and ETF flows. International equity funds saw a net $21.1 billion in new money in April,...

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