Investing

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FIXED INCOME JAN 31, 2018
The good and mostly bad of rising interest rates

While bond prices are falling, higher interest payments cushion the blow.

By John Waggoner
EQUITIES JAN 30, 2018
Jump in or jump out? Advisers hear both sides in this market

As stocks have soared this year, some clients need their fears calmed, while others ask about investing more.

By John Waggoner
PRACTICE MANAGEMENT JAN 30, 2018
The mutual fund men's club needs more women

Only 2% of the $12 trillion in assets in U.S. open-end mutual funds are managed by women.

By Tara Lachapelle
MUTUAL FUNDS JAN 30, 2018
Wall Street can't derail the move to lower fees

Some firms are making it more expensive to buy Vanguard funds, but investors agree with Jack Bogle that "you get what you don't pay for"

By Nir Kaissar
EQUITIES JAN 29, 2018
Correction in equities would be a buying opportunity, Goldman says

Bank's strategists cite signs that markets are headed for a drop of 10% to 20% in coming months.

By Bloomberg
FINTECH JAN 29, 2018
Orion launches direct indexing

Robo-advisers bringing the strategy to investors could disrupt the index fund business.

By Ryan W. Neal
MUTUAL FUNDS JAN 29, 2018
Morgan Stanley said to be trimming 600 funds from platform

While not confirming the number of funds on the chopping block, the firm acknowledged it is culling its offerings.

By John Waggoner
EMERGING MARKETS JAN 26, 2018
How a strong or weak dollar affects investment returns

Falling dollar a boon for international funds, but for how long?

By John Waggoner
ALTERNATIVES JAN 25, 2018
How bitcoin and blockchain will change the world

Digital currencies are the future of money, but bitcoin probably isn't the ultimate winner.

By Joe Duran
ALTERNATIVES JAN 24, 2018
Bridgewater's Dalio says bonds face biggest bear market since '80s

Hedge fund manager sees the Federal Reserve tightening policy faster than expected.

By Bloomberg
MUTUAL FUNDS JAN 24, 2018
New goal for ETF providers: Help advisers

Less time spent picking funds means more time with clients.

By John Waggoner
EQUITIES JAN 24, 2018
Shrinking cash balances provide latest evidence of investor euphoria

Custodians report cash is at record-low levels.

By Jeff Benjamin
RETIREMENT PLANNING JAN 24, 2018
Fidelity pushes Vanguard to compete on brand in 401(k) plans

With Fidelity imposing an additional fee, Vanguard likely will look less attractive compared with comparably priced index-fund providers, advisers said.

By Greg Iacurci
Fintech startup wants to help advisers find and sell muni bonds
FINTECH JAN 23, 2018
Fintech startup wants to help advisers find and sell muni bonds

280 CapMarkets says its Bond Navigator product is like Zillow for bonds

By Ryan W. Neal
ALTERNATIVES JAN 23, 2018
Pass-through provision in new tax law could benefit REITs, MLPs

Investors in such instruments are eligible for a 20% tax deduction as a result of the pass-through provision.

By Greg Iacurci
MUTUAL FUNDS JAN 23, 2018
El-Erian warns advisers on ETF liquidity

If investors decide to exit exchange-traded funds en masse, things could get nasty, economist says.

By Bloomberg
EMERGING MARKETS JAN 23, 2018
Buy emerging markets for the growth, not the commodities

Tech, finance dominate MSCI index ETFs

By John Waggoner
MUTUAL FUNDS JAN 22, 2018
House panel backs bill to scrap floating prices for money funds

Committee vote is a victory for Federated Investors Inc. and pension funds

By Bloomberg
ETFS JAN 22, 2018
TD Ameritrade launches all-night trading for ETFs

Twelve funds now can be traded after-hours, but the list will grow, company says.

By Bloomberg
RETIREMENT PLANNING JAN 22, 2018
Fidelity charging new fee on Vanguard assets held in 401(k) plans

The 0.05% fee is ostensibly a response to Vanguard's distribution model, but may also make the company's funds less attractive due to higher cost.

By Greg Iacurci