Investing

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Financial planners will find an open lane when focusing on client values
ESG JUN 04, 2020
Financial planners will find an open lane when focusing on client values

Older advisers in particular are missing the mark when it comes to the softer side of client relations

By Jeff Benjamin
BlackRock files to license nontransparent ETF structure
MUTUAL FUNDS JUN 04, 2020
BlackRock files to license nontransparent ETF structure

The asset manager will use Precidian Investments' ActiveShares model

By Bloomberg
Vanguard struggling to break into European ETF market
MUTUAL FUNDS JUN 04, 2020
Vanguard struggling to break into European ETF market

Eight years after it launched its first European ETFs, the giant asset manager has less than 6% of the market, compared with BlackRock's 45%

By Bloomberg
Fidelity rolls out three semitransparent ETFs
EQUITIES JUN 04, 2020
Fidelity rolls out three semitransparent ETFs

The new funds showcase the firm's proxy basket technology

By Jeff Benjamin
DOL encourages use of private equity funds in retirement plans
RETIREMENT PLANNING JUN 03, 2020
DOL encourages use of private equity funds in retirement plans

Investor advocates warn high-risk, high-fee investments could harm savers

By Mark Schoeff Jr.
Nationwide protests over race highlight hurdles faced by nonwhite advisers
PRACTICE MANAGEMENT JUN 03, 2020
Nationwide protests over race highlight hurdles faced by nonwhite advisers

As racial injustice fires up protesters and looters, financial advisers face the fallout with clients whose small businesses experience economic loss

By Nicole Casperson
Ending racism in America is a responsibility of corporations
OPINION JUN 02, 2020
Ending racism in America is a responsibility of corporations

More open and forceful action is required by investors and by corporate leaders and boards

By John Streur
Piles of cash, short positions could push stocks higher
EQUITIES JUN 02, 2020
Piles of cash, short positions could push stocks higher

JPMorgan Chase sees the potential for billions to flow into equities at the expense of bonds to rebalance portfolios

By Bloomberg
Allianz adds hedges to ETFs in new product offering
EQUITIES JUN 01, 2020
Allianz adds hedges to ETFs in new product offering

Two ‘buffered outcome’ funds aim to match index returns with less risk

By InvestmentNews
Goldman rolls back bearish forecast for US stocks
EQUITIES JUN 01, 2020
Goldman rolls back bearish forecast for US stocks

Strategists abandon their call for the S&P to head back down to 2,400 and now say downside risks are capped at 2,750

By Bloomberg
Upholding the spirit of new legislation
OPINION MAY 31, 2020
Upholding the spirit of new legislation

Lawmakers have stepped in to provide relief to millions of Americans, but the laws come with unforeseen loopholes

By InvestmentNews
Stock ETNs dominated by Ken Fisher see big outflows
ETFS MAY 29, 2020
Stock ETNs dominated by Ken Fisher see big outflows

The three exchange-traded notes have seen $3.5 billion in withdrawals this week

By Bloomberg
Oil ETF faces U.S. probes over disclosures
MUTUAL FUNDS MAY 29, 2020
Oil ETF faces U.S. probes over disclosures

Both the SEC and the CFTC are looking at whether USO properly disclosed its risks to investors

By Bloomberg
Fed holdings of bond ETFs now total $2.98 billion
MUTUAL FUNDS MAY 29, 2020
Fed holdings of bond ETFs now total $2.98 billion

The central bank also signaled that its lending program for states and municipalities will open soon

By Bloomberg
Schorsch REIT executive Brian Block heading to prison
ALTERNATIVES MAY 28, 2020
Schorsch REIT executive Brian Block heading to prison

The former chief financial officer of American Realty Capital Properties Inc. will start an 18-month prison sentence in August

By Bruce Kelly
Legg Mason affiliate launches semitransparent ETF
MUTUAL FUNDS MAY 28, 2020
Legg Mason affiliate launches semitransparent ETF

ClearBridge becomes the second asset manager to employ the unique new wrapper

By Jeff Benjamin
COVID-19 amplifies winners and losers in private real estate
ALTERNATIVES MAY 27, 2020
COVID-19 amplifies winners and losers in private real estate

Retail takes a big hit, but the outlook for office space is more nuanced

By Jeff Benjamin
BlackRock to mix target-dates and annuities
RETIREMENT PLANNING MAY 27, 2020
BlackRock to mix target-dates and annuities

The product is designed to be fully liquid and includes contracts from two insurers

By Emile Hallez
Galvin smacks GPB with fraud charge
ALTERNATIVES MAY 27, 2020
Galvin smacks GPB with fraud charge

The lawsuit alleges conflicts of interest and misleading marketing at GPB funds

By Bruce Kelly
Homebuilder ETF rallies on sales surprise
MUTUAL FUNDS MAY 27, 2020
Homebuilder ETF rallies on sales surprise

The SPDR S&P Homebuilders exchange-traded fund hit its highest level since early March after a better-than-expected report on single-family home sales

By Bloomberg