Jason Kephart
Jason was a reporter at InvestmentNews from 2011 to 2014, before moving on to work for Morningstar. Connect on Twitter: @jasonkephart
Jason was a reporter at InvestmentNews from 2011 to 2014, before moving on to work for Morningstar. Connect on Twitter: @jasonkephart
Financial advisers are poised to buy bonds for clients before the end of the year even though the outlook for stocks is far brighter
Plan to launch exchange-traded trust that invests in the digital currency; next Facebook?
Actively managed equity mutual funds are expected to distribute capital gains taxes at a far greater rate at the end of this year than any time since the market meltdown
Long-term investors had about a 1-in-5 chance of outperforming major market indexes over the last 15 years. To do so, they would've had to hold on through some tough times.
Floating-rate Treasuries go on sale in January and fund companies are not far behind with new ETFs devoted to them. But will they provide enough yield?
The bond superstar sees no end in sight for rate increases, despite previously predicting rates would fall as low as 1.7% before year-end.
After five years on the job, CEO Wiliam Galvin sets plan to step down, says company needs an investor to lead it and names CIO Art Steinmetz as replacement.
Dimensional Fund Advisors has had $16.7 billion of net new deposits through the first three quarters of this year, more than in any previous calendar year, as advisers warm to factor investing, the cornerstone of the firm's investment philosophy.
iShares, Schwab, FlexShares launch funds based on investment factors
