Financial advisers are worried that a report saying the Securities and Exchange Commission is investigating how municipal bond funds price risk in their portfolios may cause investors to rush for the exits — just when things were settling down
Withdrawals hit lowest level in two months; $1.2B in outflows in January
The municipal bond market, already under a dark cloud due to rising risk levels, apparently has a pattern of lax financial reporting practices that could further elevate concerns about the market
Ambani blames rumor-mongering rivals for massive sell-off; 'vicious and illegal'
Company says O shares won't have front-end load, making them cheaper than other contracts; will likely discourage exchanges
More detail? Less detail? Groups disagree about the DOL's plan to hike disclosure about the funds
Rule requiring greater disclosure draws fire from retirement plan providers
The Labor Department today proposed a rule aimed at providing 401(k) plan participants more details about target date funds used in retirement plans.
Active exchange-traded funds for the most part have been slow to take off
The ICI and unions are going toe-to-toe over whether mutual funds pose any major systemic risks to the U.S. financial system -- and if the mutual fund industry needs extra oversight
Hedgies' performance badly trails that of S&P 500 in January
Executives at BlackRock Inc. and Invesco PowerShares Capital Management LLC are calling on regulators to address suitability requirements for the sale of sophisticated ETFs, such as commodities-based and leveraged funds.
Index specialist carving out big piece of the action; 'investor favorability' cited
T. Rowe Price Group Inc. appears to be inching closer to launching its first actively managed exchange-traded fund — a fixed-income offering — and experts predict that it will be the first of many of its kind this year.
If nothing else, market conditions over the past few years have proved that most investors tend to overestimate their true risk tolerance wildly
A new health insurance tax credit could hit some small financial advisory firms in their sweet spot — but only if they fit a specific profile
Some large mutual fund companies including Fidelity Investments and J.P. Morgan Asset Management might have to shell out more money to stay on The Charles Schwab Corp.'s transaction fee platform
Study reveals vast majority of municipalities ignore or delay filing required financial reports on debt offerings; lack of manpower blamed
Fund firm relies on social media to dispel doom and gloom, soothe client worries; 'hyperbole'
Meredith Whitney shocked the investment world when she said there would be hundreds of billions of dollars in muni bond defaults this year. Top tax-exempt fund manager Lyle Fitterer has a slightly different take on the situation.
