Investing

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MUTUAL FUNDS FEB 06, 2017
These mutual funds have a history of losing money

But the fact that lots of money flowed into a fund with a terrible record doesn't necessarily mean that everyone who invested during that period suffered.

By John Waggoner
RIAS FEB 03, 2017
Most advisers think the industry will continue down a fiduciary path despite rule delay

President Trump's decision to halt the DOL fiduciary rule drew mixed reactions from industry professionals.

By John Waggoner
Elderly investors win $1.25 million Finra arbitration over failed medical start-up investments
ALTERNATIVES FEB 03, 2017
Elderly investors win $1.25 million Finra arbitration over failed medical start-up investments

The claimants alleged the Connecticut investment bank negligently supervised its broker.

By Bruce Kelly
RIAS FEB 02, 2017
Clean shares could revolutionize the fund industry

Divorce distribution and management fees

By John Waggoner
RIAS FEB 02, 2017
Another salvo in the fee wars: Schwab cuts expense ratios on index funds

Offers guarantee on services.

By John Waggoner
FIXED INCOME FEB 01, 2017
Meet the woman who's turning around Pimco

On Jackie Hunt's watch, home of what was once the world's largest bond firm reported its first net inflows since 2013, ending a painful period that culminated in the departure of star co-founder Bill Gross.

By Bloomberg
ESG JAN 26, 2017
How sustainable investing is like climbing a mountain

Envestnet co-founder and executive vice president James Lumberg reflects on why investing with the intention of saving the world is no different from ascending its biggest summits.

By James Lumberg
Meet the ETF Class of 2016
ALTERNATIVES JAN 26, 2017
Meet the ETF Class of 2016

Most are majoring in smart beta.

By John Waggoner
When it comes to investment returns, not all robos measure up
EQUITIES JAN 25, 2017
When it comes to investment returns, not all robos measure up

Schwab and Vanguard at opposite ends of robos' performance spectrum, advisory firm's report finds.

By Liz Skinner
MUTUAL FUNDS JAN 25, 2017
Three Fed rate hikes this year? Here's how to prepare

For income portfolios, panelists at the Inside ETFs conference suggest wide diversification among dividend-paying stocks, corporate bonds and international debt.

By John Waggoner
Gross says Treasury yield at 2.6% more important than Dow at 20,000
FIXED INCOME JAN 25, 2017
Gross says Treasury yield at 2.6% more important than Dow at 20,000

Former bond king doubts Trump-led economy will register a long-term growth rate above 2%. (More: <a href=&quot;http://www.investmentnews.com/article/20161215/FREE/161219961/charts-say-bond-bull-market-has-gasped-its-last-breath&quot; target=&#8221;blank&quot;>Charts say bond bull market has gasped its last breath</a> )

By Bloomberg
ETFS JAN 24, 2017
Smart beta could give funds an entry into ETF market

Participants at the Inside ETFs conference in Hollywood, Fla., said smart beta could provide new opportunities for some funds

By John Waggoner
MUTUAL FUNDS JAN 22, 2017
Fixed-income ETFs ranked by Q4 2016 performance

By InvestmentNews Research
ALTERNATIVES JAN 22, 2017
Equity ETFs ranked by Q4 2016 performance

By InvestmentNews Research
BlackRock's Laurence Fink watching how companies react to global upheaval
MUTUAL FUNDS JAN 19, 2017
BlackRock's Laurence Fink watching how companies react to global upheaval

In his annual letter to CEOs, he said BlackRock will keep a close eye on how companies are responding to the growing backlash against the impact of globalization and technological change.

By Bloomberg
MUTUAL FUNDS JAN 19, 2017
December stock flows highest since April 2000

And passive once again clobbers active.

By John Waggoner
Vanguard adds record $305 billion in 2016
MUTUAL FUNDS JAN 19, 2017
Vanguard adds record $305 billion in 2016

While most of the money went into index funds, $50 billion flowed into active funds that buy bonds or a mix of stocks and bonds.

By Bloomberg
MUTUAL FUNDS JAN 18, 2017
No-fee trading platforms can save money in other ways

Bid/ask spreads fall as volume rises.

By John Waggoner
Morningstar announces top fund managers
MUTUAL FUNDS JAN 17, 2017
Morningstar announces top fund managers

Oakmark's David Herro takes his third award in the international stock fund category

By John Waggoner
PRACTICE MANAGEMENT JAN 13, 2017
American Funds gets SEC approval for clean shares

By John Waggoner