Investing

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ETFS MAY 01, 2018
Bond ETFs are awash in cash

More than $14 billion flowed into exchange-traded debt funds in April.

By Bloomberg
ALTERNATIVES MAY 01, 2018
China's HNA drops bid to buy Anthony Scaramucci's SkyBridge

Both sides agreed U.S. government approval of the acquisition would have taken too long.

By Bloomberg
MUTUAL FUNDS MAY 01, 2018
No matter how bad the share-class violation, SEC won't oppress those who self-report

Agency clarifies in FAQs that it will not impose a civil monetary penalty, but will require advisers return 'ill-gotten gains' to clients.

By Mark Schoeff Jr.
ETFS APR 30, 2018
'Father of ETFs' warns about leveraged funds

Jim Ross of State Street says exchange-traded funds that use leverage are too dangerous for retail investors.

By Bloomberg
ETFS APR 30, 2018
SEC bars Howard Present, former head of F-Squared Investments

Unless Howard Present pays $12.4 million in penalties, interest and disgorgement, he can't be reinstated

By InvestmentNews
EMERGING MARKETS APR 30, 2018
Top-performing junk bond fund moves out of junk

Absalon Global High Yield, which beat 97% of its peers last year, is no longer buying triple-C credits.

By Bloomberg
MUTUAL FUNDS APR 30, 2018
Funds that let investors tap into M&A fever

These investments let your clients tap into the current M&A boom.

By John Waggoner
RETIREMENT PLANNING APR 30, 2018
Recent rule changes to boost retiree health costs

New analysis quantifies the effect on Medicare premiums and Social Security benefits.

By Mary Beth Franklin
ALTERNATIVES APR 28, 2018
More advisers use alts, but few understand them

Alternative investments are complex and difficult to define, let alone explain to clients?

By John Waggoner
MUTUAL FUNDS APR 27, 2018
Fund fees head south

Average fee for U.S. mutual funds and ETFs declined by about 8% last year, Morningstar data show.

By Bloomberg
RETIREMENT PLANNING APR 27, 2018
Job satisfaction tied to benefits satisfaction, survey finds

EBRI says almost two-thirds of employees who are happy with their benefits have high morale.

By InvestmentNews
FIXED INCOME APR 27, 2018
Muni investors get first look at fees

Brokerage firms must start disclosing the fees they charge to buy and sell state and local government debt.

By Bloomberg
ALTERNATIVES APR 26, 2018
Blackstone lures retail clients

Individual investors provided 19% of the money the private equity firm raised in Q1.

By Bloomberg
ALTERNATIVES APR 26, 2018
Tax reform leads to question: To be or not to be a REIT?

New law may spur some real estate investment trusts to convert to C corps

By Bloomberg
LIFE INSURANCE AND ANNUITIES APR 25, 2018
Indexed annuities likely to rebound after dip in sales last year

An increase in market volatility, higher interest rates and dissipating anxiety around the Labor Department's fiduciary rule are improving the product outlook.

By Greg Iacurci
ETFS APR 24, 2018
U.S. exchange-traded products slowed in first quarter on market volatility

Q1 growth pace of 0.5% was the lowest since 2015

By Charles McGrath
MUTUAL FUNDS APR 23, 2018
Mutual funds stand to gain as muni investors get first look at fees

Brokerage firms must start disclosing the fees they charge to buy and sell state and local government debt.

By Bloomberg
RETIREMENT PLANNING APR 20, 2018
The rich are betting they can buy their way to a longer life

The successor to income inequality is longevity inequality

By Bloomberg
ETFS APR 20, 2018
Multifactor ETFs thrive, but how do you use them?

They offer active strategies at a low price, but multifactor exchange-traded funds are still untested.

By John Waggoner
RETIREMENT PLANNING APR 20, 2018
The rich are betting they can buy their way to a longer life

The successor to income inequality is longevity inequality.

By Bloomberg