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DOL guidance on ESG funds shouldn't have chilling effect on social impact investments

May 3, 2018

Financial advisers looking for an excuse to avoid allocations to investments based on environmental, social and governance factors have been handed a hall pass in the form of a recent bulletin from the Department of Labor. While the densely-written...

Advisers must align a client's portfolio with these 3 personal risk measures

May 2, 2018

What can happen if an adviser doesn't properly align a client's investment portfolio with their risk tolerance? They could lose clients or even face a lawsuit, said Michael Kitces, partner and director of research at Pinnacle Advisory Group....

81-year-old Mark Mobius says no to retirement, yes to new venture

May 2, 2018

Turns out Mark Mobius isn't one for retirement. Less than four months after leaving Franklin Templeton Investments, the 81-year-old has set up a new asset management firm to invest in emerging and frontier markets. Mobius Capital Partners has...

Neuberger Berman launches specialty finance group

May 2, 2018

Neuberger Berman has launched a specialty finance group and hired Peter Sterling as a managing director and head of the new group, spokesman Alexander Samuelson said. The Neuberger Berman Specialty Finance group will seek assets within the consumer,...

A radical idea: Pay clients for the privilege of managing their funds

May 2, 2018

The asset management industry is in a funk. The popularity of low-cost index trackers is crushing fees across the board, while Morgan Stanley reckons a shift to performance-based charges threatens half of the industry's profit. Divyesh Hindocha...

What advisers should tell clients about the inverted yield curve

May 2, 2018

Some things seem so abnormal that people take them as omens of doom. For example, if the furnace shouts, "Get out!" every time you go into the basement, you might assume that your house wasn't such a bargain after all. And if the yield on the...

China's HNA drops bid to buy Anthony Scaramucci's SkyBridge

May 1, 2018

HNA Group Co. and SkyBridge Capital have agreed to drop the Chinese conglomerate's plan to acquire the investment firm. Founder Anthony Scaramucci will return as a co-managing partner. The New York-based hedge fund and the aviation-to-real estate...

Bond ETFs are awash in cash

May 1, 2018

Investors sought shelter in bonds over stocks in April on the heels of equity volatility and interest-rate fears. More than $14 billion was added to U.S.-listed exchange-traded debt funds last month, the most since October 2014, according to...

Nuveen's Bob Doll predicts bear market unlikely in the near term

April 30, 2018

While the stock market is unlikely to repeat the "near perfect" showing it had in 2017, advisers can take solace in a positive outlook for 2018 and the likelihood that a bear market is unlikely to emerge in the near term, Bob Doll, chief equity...

'Father of ETFs' warns about leveraged funds

April 30, 2018

Jim Ross, known as one of the fathers of exchange-traded funds, says leveraged ETFs aren't a viable long-term investment vehicle, and his company, State Street Global Advisors, will never sell them. Mr. Ross, who was part of the team that designed...

Funds that let investors tap into M&A fever

April 30, 2018

T-Mobile US Inc. plans to buy Sprint Corp. in a $26 billion deal that is just the most recent round of M&A activity in the U.S. this year. Why are so many companies feeling the urge to merge, and how can investors best take advantage of this...

Top-performing junk bond fund moves out of junk

April 30, 2018

One of the world's best high-yield bond investors is getting nervous about the riskier parts of the debt markets. The Absalon Global High Yield fund, which beat 97% of its peers in 2017, isn't now "actively investing in CCC credits due to poor...

More advisers use alts, but few understand them

April 28, 2018

Even as adviser use of alternative investments is on the rise, one overriding problem remains.​ Advisers often don't understand them, according to a panel of investment experts at the InvestmentNews Innovators in Investing event and webcast...

Blackstone lures retail clients

April 26, 2018

Blackstone Group, the private-equity behemoth that's traditionally raised money from institutions, is making a bigger bet on individual investors. The $450 billion firm has expanded its private wealth group to about 100 employees, trained thousands...

Tax reform leads to question: To be or not to be a REIT?

April 26, 2018

The sturdy, reliable REIT is facing an existential choice. Should it abandon its tax-free structure to meet pressing capital needs, using the new U.S. tax law as a stepping stone? Or hang on to a status that gives it access to its very own set...

How robos weathered Q1 market volatility

April 25, 2018

Volatility returned to markets in the first quarter of 2018, testing how robo advisers would handle a major pullback. Despite some hiccups with clients being unable to log in, the automated portfolios performed quite well, according to the latest...

U.S. exchange-traded products slowed in first quarter on market volatility

April 24, 2018

U.S. exchange-traded product assets paused their rapid growth during the first quarter after market volatility led to about $3 billion in net outflows in March and $10.6 billion in February. The 0.5% quarter-over-quarter growth rate was the...

Mutual funds stand to gain as muni investors get first look at fees

April 23, 2018

On May 14, the municipal-bond market's biggest investors may be in for a shock. That's when new rules will require brokerage firms to start disclosing some of the fees they charge individuals to buy and sell state and local government debt....

Cadaret Grant acquired by private-equity-backed Atria

April 19, 2018

In a move the market has been anticipating for years, the owner of independent broker-dealer Cadaret Grant & Co. has agreed to a sale. Arthur Grant, president, chief executive and majority owner of the 33-year-old IBD with $23 billion under...

Loomis Sayles' star bond manager talks about rising rates and trade wars

April 19, 2018

Dan Fuss has 59 years of experience in the investment industry, and 42 of them have been with Loomis Sayles. He has run Loomis Sayles Bond fund since 1991, rolling up an averaging an 8.99% annual gain. Over the past 15 years, the fund has outpaced...

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