Investing

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All eyes on alternative funds at Morningstar Investment Conference
MUTUAL FUNDS JUN 17, 2016
All eyes on alternative funds at Morningstar Investment Conference

Everyone from BlackRock to Vanguard in the alt space

By John Waggoner
EQUITIES JUN 16, 2016
Collective investment trusts rise in popularity as attractive alternatives to mutual funds

Fiduciaries need to be well versed in these low-cost investment vehicles and how to assess them.

By Blaine F. Aikin
EQUITIES JUN 16, 2016
Pimco issues urgent warning about state of commercial real estate market

Plus: Why Wall Street is avoiding pot investments, where to invest $10k today, and become financially better off by not doing this

By Jeff Benjamin
BlackRock rolls out Chinese A shares ETF
MUTUAL FUNDS JUN 16, 2016
BlackRock rolls out Chinese A shares ETF

The move comes just a day after MSCI decided not to add China's domestic equities to benchmark indexes.

By Bloomberg
Fear of stock market collapse dictating ETF flows
EQUITIES JUN 16, 2016
Fear of stock market collapse dictating ETF flows

The Fed has been the biggest variable in driving ETF flows. But for now investors are looking to stock-proof, not Fed-proof, their portfolios.

By Bloomberg
EQUITIES JUN 16, 2016
Wall Street figuring out how to hedge against a Donald Trump presidency

<i>Breakfast with Benjamin</i> Wall Street investors are working on how to position their portfolios for a potential Donald Trump presidency.

By Jeff Benjamin
DOL must keep dialogue open on fiduciary rule
LIFE INSURANCE AND ANNUITIES JUN 16, 2016
DOL must keep dialogue open on fiduciary rule

Sudden withdrawal of DOL's Timothy Hauser from a panel at the Insured Retirement Institute conference was a blunder.

By Andrew Leigh
Take 5: Vanguard's Jack Bogle says mutual fund industry needs to change
MUTUAL FUNDS JUN 16, 2016
Take 5: Vanguard's Jack Bogle says mutual fund industry needs to change

Five candid responses on ETFs, smart beta, the Labor Department's fiduciary rule and reading up on muckrakers of old.

By John Waggoner
Two more industry groups file lawsuits against the DOL fiduciary rule
LIFE INSURANCE AND ANNUITIES JUN 16, 2016
Two more industry groups file lawsuits against the DOL fiduciary rule

Today's complaints against the Labor Department regulation raising retirement advice standards, bringing the total to five, say it will make it harder for Americans to purchase fixed annuities.

By Tanvi Acharya
EQUITIES JUN 16, 2016
How a Brexit will hit U.S. stocks

Plus: The Fed moves bonds, the downside of diversification, and don't rule out a staycation this summer

By Jeff Benjamin
FIXED INCOME JUN 15, 2016
Allianz's El-Erian says the Fed is putting the U.S. economy at risk

<i>Breakfast with Benjamin</i> The critics of the Fed's monetary policy are getting louder. Meanwhile, the Fed continues to march to the beat of its own drummer.

By Jeff Benjamin
Leuthold Group: Long-term stock indicator wildly bullish
EQUITIES JUN 15, 2016
Leuthold Group: Long-term stock indicator wildly bullish

Indicator last flashed a buy signal in May 2009.

By John Waggoner
AQR's Asness, Research Affiliates' Arnott agree that a little market timing is okay
EQUITIES JUN 15, 2016
AQR's Asness, Research Affiliates' Arnott agree that a little market timing is okay

Defining value as something that's not cheap, but should be.

By Jeff Benjamin
ETFS JUN 15, 2016
Don't let the fickle Fed hamstring your bond portfolio

<i>Breakfast with Benjamin</i> There are ways to protect your bond holdings from the whims of the Federal Reserve.

By Jeff Benjamin
ETF boon under DOL fiduciary rule won't be universal
ETFS JUN 15, 2016
ETF boon under DOL fiduciary rule won't be universal

Some of the more exotic ETF strategies may be difficult to defend as being in a client's best interest.

By Greg Iacurci
DOL supports ESG fund use in 401(k) plans
RETIREMENT PLANNING JUN 15, 2016
DOL supports ESG fund use in 401(k) plans

New guidance amends old rules that had a &quot;chilling effect&quot; on ESG fund use in ERISA plans.

By Greg Iacurci
'Brexit' campaigns suspended after British lawmaker killed in shooting
EQUITIES JUN 14, 2016
'Brexit' campaigns suspended after British lawmaker killed in shooting

After the attack, campaigning halted in UK's European Union membership referendum.

By Bloomberg
Mutual fund born during Great Depression proves the value of buy-and-hold
MUTUAL FUNDS JUN 14, 2016
Mutual fund born during Great Depression proves the value of buy-and-hold

The 81-year-old Voya Corporate Leaders Trust beats most by doing nothing.

By John Waggoner
Franklin Templeton joins Fidelity, Goldman and John Hancock in launching strategic beta ETFs
MUTUAL FUNDS JUN 14, 2016
Franklin Templeton joins Fidelity, Goldman and John Hancock in launching strategic beta ETFs

Three of the Franklin LibertyQ funds are core multi-strategy funds, seeking a combination of quality, value, momentum and low-volatility stocks.

By John Waggoner
EQUITIES JUN 14, 2016
A tale of two Chinas: one old, one new

By Monique France