Investors who held a traditional portfolio comprising primarily stock- and bond-based mutual funds took a terrible beating during the 2008 market rout
Finra is continuing to shake up the way broker-dealers show the value of illiquid investments such as nontraded real estate investment trusts and private placements on clients' account statements
Although they aren't ready to give up their bearish long-term stance on bonds just yet, most financial advisers and other market participants seem to be adjusting downward their short-run expectations for higher rates and economic growth
Steve Baffico, head of U.S. retail at Guggenheim Funds Distributors Inc., has resigned
Looking at a portfolio manager's track record is one thing, but understanding how he or she achieved it, and whether it can be repeated, is another story and something that financial advisers should consider when selecting funds for their clients, according to those who study investor behavioral trends
Creditors left holding the bag after Jefferson County goes bust; 'catastrophic mistake'
California eyes selling muni debt in $25 denominations; lower buy-in designed to attract more investors
After S&P lowered ratings on thousands of municipal bonds earlier in the week, traders braced for a massive selloff. They're still waiting.
MSRB warns against price manipulation in the wake of possible credit downgrades
Accord may still leave Uncle Sam still vulnerable, says fund firm boss: 'uncertainty premium'
State hedging against possible credit market chaos; lowest-debt rating of all 50 states
The ratings of four major life insurers with pristine Aaa ratings are likely to hold steady, provided the U.S.'s government bond rating doesn't fall by more than one rung.
Investors are continuing to flee American Funds' offerings. Three funds from the group, a favorite of advisers, made the top five in most outflows for the first half of the year.
Fidelity today launched four new muni bond funds. So what? Well, these tax-exempt offerings actually mimic target date funds. In theory, this new breed of muni fund should lower interest-rate risk.
CUSIP Global Services expects a surge in municipal-bond issuance over the next 30 days to 90 days and a global slowdown in the sale of corporate debt because of “market anxiety.”
Real estate investment vehicles rolling on with nearly 3% gain in latest quarter; up almost 33% in the past year
Commercial-mortgage-backed securities, one of the biggest sources of real estate debt in the last cycle, are back
MetLife Inc., the largest U.S. life insurer, selected Steven J. Goulart as chief investment officer to oversee a portfolio valued at more than $450 billion.
Leveraged and inverse funds over the head of the average investor, NASAA warns; plenty of fees, too
As they do with stocks, investors have the opportunity to trade listed options on many exchange-traded funds
