Results for "money market funds"

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Money markets undergo sea change

March 13, 2018

While many fixed-income investors may be focused on the specter of higher long-term Treasury yields, there's a sea change afoot at the shorter end — in U.S. money markets. The London interbank offered rate, or Libor, and rates on Treasury...

Stocks tremble, but savers cheer rising rates

February 22, 2018

As the stock market trembles before the specter of three — or possibly four — interest-rate hikes by the Federal Reserve this year, investors in ultrasafe money market mutual funds and bank certificates of deposit will be cheering. Stocks...

Muni money funds show signs of life

February 12, 2018

If 2017 was the year the municipal money market funds stopped bleeding assets, 2018 is the year they've started growing again. Tax-exempt money market fund assets have increased by almost $7 billion since the beginning of the year, seven times...

Retirement savers flee stocks as market slides

February 8, 2018

Retirement savers violated a cardinal rule of investing this past week: They sold into a plunging market. After racing into equities in January, they did an about-face as markets fell last Friday. Savers moved into money and fixed-income funds,...

House panel backs bill to scrap floating prices for money funds

January 22, 2018

The House Financial Services Committee has advanced a bill that would eliminate some of the strictures placed on the $2.8 trillion money market mutual fund industry in the wake of the financial crisis. The legislation, which was opposed by Fidelity...

RIAs at odds over fees for clients' cash balances

February 10, 2017

With the stock market charging ahead to new highs, financial advisers are faced with the question of whether to move some of their clients' profits off the table by going into more cash or cash equivalents. But doing so raises an even bigger...

Follow the last presidential debate with InvestmentNews #INDebate16

October 19, 2016

The final debate between presidential candidates Hillary Clinton and Donald Trump kicks off at 9 p.m. ET Wednesday at the University of Nevada in Las Vegas. As Ms. Clinton and Mr. Trump square off again, financial advisers will be listening...

Variable annuity money fund subaccounts mark five years of losses

October 18, 2016

Many money market mutual funds are waiving expenses to keep their share prices from falling below $1 — “breaking the buck,” in money fund parlance. But most money fund subaccounts in variable annuities have felt no such compunction, meaning...

Old school fund companies Goldman, JPMorgan wade deeper into ETF market

September 16, 2016

Old-line asset management shops are continuing to wade deeper into the ETF market, seemingly embracing the notion that 'if you can't beat 'em, join 'em.' Over the past few weeks, Goldman Sachs Asset Management, JPMorgan Asset Management, and...

A case for cash when stock prices are off the charts

August 22, 2016

Sometimes the best investment move is toward the sidelines, especially when stocks and bonds are both teetering near record highs. The case for cash. Former hedge funder, Steve Eisman, who is now with Neuberger Berman, says hedge fund fees are...

Money-market funds scramble ahead of SEC's floating NAV rule

August 10, 2016

With less than two months remaining before new investor safeguards kick in, the $2.7 trillion money-market fund industry is becoming a radically altered landscape. In an effort to prepare for the Securities and Exchange Commission's Oct. 14...

Why women tend to outperform men when investing

July 24, 2016

Wall Street is often portrayed as dominated by fast-paced trading and massive risk-taking. But it turns out that qualities like patience, humility and risk aversion can drive better returns over time. It may prove lucrative to remember that...

Invesco pays $10M DOL settlement for ERISA violation

May 2, 2016

Invesco's scrambling efforts to prevent a money market fund from breaking the buck has come back to haunt the asset manager in the form of a $10.3 million settlement agreement with the Department of Labor. DOL says Invesco used a number of undisclosed...

Money market funds come under fire in spate of 401(k) suits

March 3, 2016

Money market funds are feeling the heat following a string of recent 401(k) suits targeting the funds' low investment returns. Since December, at least three lawsuits have been filed alleging that respective 401(k) plan fiduciaries breached...

It's time to take a close look at your bond portfolio

July 30, 2015

The Fed dished out another predictable postponement of an interest rate hike yesterday, but we all know a rate hike is coming, and ignoring it is not a plan. The time is now to start evaluating your allocations to fixed income Gold bugs better...

Donald Trump's investment portfolio a messy hodgepodge: advisers

July 23, 2015

Presidential hopeful and real estate mogul Donald J. Trump's investment portfolio reveals a scattered approach to money management, with a collection of hedge funds, stocks and cash across brokerage accounts. A new 92-page report provides a...

Banks are cutting broker-dealer units from their 'living wills'

July 8, 2015

The nation's biggest banks are lumping their broker-dealer units in with other 'non-essential' operations. In appeasing regulators, banks show B-Ds where they rank. In case of emergency, dump the securities operations The bear has found China....

Vanguard money markets still a buck, but with potential for gates, fees

June 16, 2015

Vanguard's retail money market funds will continue to quote a consistent share price of $1, but the largest mutual fund manager will leave open the possibility of imposing liquidity restrictions on investors during market stress, a spokesman...

Dynasty hires Scott D. Welch to be chief investment officer

May 14, 2015

Dynasty Financial Partners, a company that sells advisers services and tools to run their businesses, has hired Scott D. Welch for its new position as chief investment officer. In his new role, Mr. Welch will oversee investment research, choose...

Schwab announces money market fund updates in light of SEC's reform

May 1, 2015

Charles Schwab Investment Management Friday announced updates to its money market funds in response to the reforms the Securities and Exchange Commission adopted last year to protect the funds from investor runs. The firm joins a slate of other...

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