Investing

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ALTERNATIVES APR 21, 2017
Getting mom and pop investors into private equity proves to be an elusive goal

The growing use of target-date funds may offer private equity firms a way to offer such investments to 401(k) investors.

By Bloomberg
FIXED INCOME APR 20, 2017
Bond funds soar as stocks slump and hopes for economy start to dim

The high expectations for economic growth in the wake of the presidential election may have been overblown.

By John Waggoner
ESG APR 20, 2017
The five biggest myths about impact investing

It is time to put the old perceptions and uninformed impressions to rest.

By Bloomberg
PRACTICE MANAGEMENT APR 19, 2017
Income with Impact: The Investment Case for Green Bonds

By William Sokol, Product Manager, VanEck Vectors ETFs
EMERGING MARKETS APR 18, 2017
Franklin Templeton's Mark Mobius on state of globalism, China rising and best of emerging markets

By John Waggoner
RETIREMENT PLANNING APR 18, 2017
New mutual funds under DOL fiduciary rule could save investors at least 0.50% in returns: Morningstar

T shares and clean shares increase transparency and reduce entrenched conflicts of interest, offering a cost benefit to investors, the fund researcher finds.

By Greg Iacurci
RETIREMENT PLANNING APR 17, 2017
Fees, lawsuits top concerns for defined contribution executives

Fees and costs remained at or near the top of respondents' answers in a new survey by Pacific Investment Management Co., no matter how the questions were phrased.

By Robert Steyer
MUTUAL FUNDS APR 17, 2017
For Vanguard, a tsunami of money means more employees and lower fees

In January and February alone, mutual fund giant took in nine out of every $10 invested in a U.S. mutual fund or ETF.

By InvestmentNews
EQUITIES APR 12, 2017
Active fund managers underperform once again: S&P

And their results don't get any better over the long term.

By John Waggoner
Brinker Capital rolls out DOL fiduciary rule-friendly funds
MUTUAL FUNDS APR 12, 2017
Brinker Capital rolls out DOL fiduciary rule-friendly funds

By Jeff Benjamin
EQUITIES APR 12, 2017
Investors pour into bond funds in March

But junk funds get trashed.

By John Waggoner
RETIREMENT PLANNING APR 11, 2017
Retirement plan advisers should bone up on lifetime income

Expect rapid product innovation and growing demand in this area, along with considerable business opportunity

By Blaine F. Aikin
ALTERNATIVES APR 10, 2017
Listed funds offer access to private equity with liquidity

Still risky, but less expensive and more liquid than partnerships.

By John Waggoner
ALTERNATIVES APR 07, 2017
Gold shines in an uncertain bull market

A bit of gold helps on days when unpredictability abounds.

By John Waggoner
FIXED INCOME APR 07, 2017
Pimco's Dan Ivascyn is relieved firm's lawsuit with Bill Gross is over

Ace manager talks about the Fed, interest rates and his biggest worry as a bond investor.

By John Waggoner
FIXED INCOME APR 06, 2017
Arizona broker-dealer settles charges it underwrote fraudulent muni bonds

Lawson Financial settles with SEC over due diligence in nursing home financings.

By InvestmentNews
ALTERNATIVES APR 06, 2017
Nontraded BDC to pursue listing on national exchange

If successful, Corporate Capital Trust would be the second nontraded BDC to have a liquidity event and list on an exchange.

By Bruce Kelly
ETFS APR 04, 2017
Record $132 billion flowed into ETFs in first quarter

Fixed income had best quarter ever, while equity inflows continued at blistering pace

By InvestmentNews
MUTUAL FUNDS APR 03, 2017
First quarter stock performance soars, though investors pay a high price for it

Large-cap, growth and international funds take the lead.

By John Waggoner
WIREHOUSES MAR 31, 2017
UBS loses another Puerto Rico bond claim, this time for $4.4 million

This is the third multimillion-dollar loss involving Puerto Rico bonds or bond funds UBS has seen since December.

By Bruce Kelly