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BlackRock, Thomson Reuters launch new diversity and inclusion ETF

September 24, 2018

BlackRock Inc. and Thomson Reuters are partnering on a new exchange-traded fund that invests in companies that promote diversity and inclusion practices. The new iShares Thomson Reuters Inclusion & Diversity UCITS ETF (OPEN) tracks an index...

Bank-heavy ETFs see brisk demand amid rising interest rates

September 24, 2018

Investors of exchange-traded funds are chasing chunky yields and pouring cash into strategies holding banks, hoping to profit from higher interest rates. The $33 billion Financial Select Sector SPDR Fund (XLF) took in $942 million last week,...

What advisers get wrong about investors

September 24, 2018

Investors are a diverse group — much more so than standard tropes might suggest — and this diversity has big implications for financial advisers, ranging from how they search for clients to the financial recommendations they make, according...

LPL video about private equity looks like a swipe at Cetera

September 21, 2018

LPL Financial appears to be dissing its rivals, including Cetera Financial Group, in a video that is making the rounds of social media sites such as LinkedIn with the title, "How Financial Advisers Can Be Impacted by Private Equity Ownership."...

Advisers struggle with the highs and lows of marijuana investing

September 20, 2018

As marijuana moves closer to the mainstream, with medicinal use now legal in 47 states and nine states plus the District of Columbia allowing recreational use, financial advisers are increasingly being asked by clients about investment opportunities....

Investors pour money into ETF ahead of index reorganization

September 19, 2018

Investors are starting to shift their cash to maintain exposure to some big tech names like Facebook Inc., Google parent Alphabet Inc. and Netflix Inc. before indexers reclassify the stocks. State Street Corp.'s Communication Services Select...

Bank of America to sell alternative operations with $20 billion to iCapital

September 19, 2018

Bank of America Corp. agreed to sell businesses that administer alternative investment feeder funds to iCapital Network, a financial technology firm led by a former Goldman Sachs Group Inc. banker. The operations for feeder funds, which pool...

Seeking small-cap value in a momentum-driven market

September 18, 2018

Investment dollars have flooded into U.S. small-cap stocks this year, bolstering both the Russell 2000 Value and Growth indices. This is largely due to investor demand for exposure to the U.S. equity market, favorable tax policies and a perceived...

How to get investors excited about ESG ETFs

September 18, 2018

Let's be honest: Exchange-traded funds that focus on environmental, social and governance have been a giant dud. They only have about $6 billion in assets, or just 0.2% of all money invested in ETFs, despite to-die-for PR that eludes most categories....

Advisers warn against fleeing stocks in favor of bonds

September 17, 2018

Investors continue to favor fixed-income strategies over equities, which is contrary to what most financial advisers consider prudent at this point in the market cycle and suggests investors are anxious. The latest data from ETF.com show that...

Do-it-yourself deals are all the rage among rich investors

September 14, 2018

The champagne was flowing at a Hamptons gathering last month for members of Tiger 21, an investment club for the ultrawealthy. After some schmoozing, talk turned to a hot topic: do-it-yourself deal-making. Some attendees invested directly in...

Fidelity CEO says zero-fee funds aimed at attracting new customers

September 14, 2018

Fidelity Investments CEO Abigail Johnson said the company's decision to launch a series of no-fee mutual funds had a simple rationale: Bring in new customers. "The objective was to lower the friction and get more people to try Fidelity," Ms....

Stocks are doing OK. Asset managers' stocks? Not so much

September 14, 2018

The U.S. stock market is having another solid year. You wouldn't know it by looking at the shares of companies that manage money. The S&P index of 18 asset managers and custody banks is down almost 11% this year, compared with a gain of more...

9 lessons from the global financial crisis

September 13, 2018

A lesson learned should lead to meaningful changes by individuals and institutions. That has largely been the case in the decade since the financial crisis almost tipped the global economy into a prolonged depression that would have devastated...

Bill Gross chooses to load up on futures, generates big losses

September 13, 2018

​ Bill Gross leveraged up his bond fund through the use of futures during the first half of this year, only to suffer big losses on those tied to interest rates. Gross, who as manager of the Janus Henderson Global Unconstrained Bond Fund has...

Fidelity launches two more zero-fee funds

September 13, 2018

Fidelity Investments said it will start two additional zero-expense-ratio mutual funds, stepping up its push to lure cost-conscious individual investors. The Fidelity Zero Large Cap Index Fund and the Fidelity Zero Extended Market Index Fund...

10 years later, advisers still shudder recalling the financial crisis

September 13, 2018

When the 2008 financial crisis is documented by historians and market watchers, it's often pegged to Lehman Brothers' record-setting $691 billion bankruptcy. But for financial advisers the overall bear market period between 2007 and 2009 is...

Galvin investigating 63 broker-dealers selling private placements from GPB Capital

September 12, 2018

Massachusetts Secretary of the Commonwealth William Galvin announced a sweeping investigation Wednesday into 63 broker-dealer firms selling private placements from GPB Capital Holdings. The Massachusetts Securities Division, which Mr. Galvin...

InvestmentNews debuts impact investing documentary at the UN

September 11, 2018

As women and millennials lead the charge on impact investing, financial advisers are learning how to have conversations with clients on the subject. InvestmentNews debuted a documentary short at the 2018 Sustainable Investing Conference at the...

Life insurance is not for saving

September 11, 2018

Stop buying life insurance as a savings strategy. Stop buying it as a tax-deferral vehicle for retirement savings. Stop spending thousands of dollars a month on life insurance premiums, at least until you read the rest of this column. Life insurance...

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