Investing

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BlackRock waives ETF fees for New York Federal Reserve
ETFS MAR 30, 2020
BlackRock waives ETF fees for New York Federal Reserve

The new fee structure addresses how the asset manager will handle conflicts of interest inherent in its arrangement with the Fed

By InvestmentNews
By the numbers: Mutual funds
MUTUAL FUNDS MAR 27, 2020
By the numbers: Mutual funds

How did the Treasury Department respond to market volatility caused by the coronavirus? What do the Lipper Awards say about ESG investing? InvestmentNews Chief Content Officer George Moriarty has the answers.

By InvestmentNews
SEC lifts borrowing rules for funds hit by liquidity crunch
PRACTICE MANAGEMENT MAR 26, 2020
SEC lifts borrowing rules for funds hit by liquidity crunch

The regulator is allowing mutual funds to borrow from managers or other funds to meet redemption requests

By Emile Hallez
By the Numbers: Bitcoin and alternative assets
ALTERNATIVES MAR 25, 2020
By the Numbers: Bitcoin and alternative assets

How far did digital currencies fall in March? Why do advisers need to keep an eye on nontraded BDCs? InvestmentNews Chief Content Officer George Moriarty discusses these topics

By InvestmentNews
By the Numbers: Mutual funds
MUTUAL FUNDS MAR 24, 2020
By the Numbers: Mutual funds

How did the Treasury Department step in as the pandemic sparked volatility? What do the Lipper Awards say about ESG investing? InvestmentNews Chief Content Officer George Moriarty answers both questions

By InvestmentNews
Investing styles will take on an active approach
EQUITIES MAR 23, 2020
Investing styles will take on an active approach

A bear market could lead to more hands-on investing, but advisers haven't had to beat the market in more than a decade

By Sean Allocca
Fund merger puts Vanguard investors into higher-priced version
MUTUAL FUNDS MAR 23, 2020
Fund merger puts Vanguard investors into higher-priced version

Asset manager consolidates two actively managed funds to better compete with index products

By Jeff Benjamin
ICapital Network alts platform raises $146 million
ALTERNATIVES MAR 23, 2020
ICapital Network alts platform raises $146 million

Funds for expansion come from new, existing investors

By InvestmentNews
‘Illiquidity doom loop’ threatens European bond ETFs, analyst says
MUTUAL FUNDS MAR 20, 2020
‘Illiquidity doom loop’ threatens European bond ETFs, analyst says

The gap between some funds' price and the value of their assets could lead to problems

By Bloomberg
How balanced portfolios recovered after six major market events
EQUITIES MAR 19, 2020
How balanced portfolios recovered after six major market events

Here's a look at how a basic portfolio of 60% stocks and 40% bonds performed following six major market events in recent decades

By Jeff Benjamin 
NYSE to shut trading floors Monday
EQUITIES MAR 18, 2020
NYSE to shut trading floors Monday

The company said that an employee and a trader both tested positive for the coronavirus

By Bloomberg
Investor advocate says variable annuity summary prospectus lacked sufficient testing
LIFE INSURANCE AND ANNUITIES MAR 18, 2020
Investor advocate says variable annuity summary prospectus lacked sufficient testing

The SEC says in the final rule that it solicited feedback on hypothetical forms

By Mark Schoeff Jr.
Annuities, hard hit by COVID-19, give retirees one less option
RETIREMENT PLANNING MAR 18, 2020
Annuities, hard hit by COVID-19, give retirees one less option

Insurers have started pulling some products amid volatility and low interest rates

By Emile Hallez
Treasury proposes to guarantee money market funds in stimulus
MUTUAL FUNDS MAR 18, 2020
Treasury proposes to guarantee money market funds in stimulus

The plan temporarily permits the use of its exchange stabilization fund to guarantee money market funds

By Bloomberg
JPMorgan sees shorts behind $9 billion influx into S&P ETF
EQUITIES MAR 18, 2020
JPMorgan sees shorts behind $9 billion influx into S&P ETF

The inflows into SPY came as the S&P 500 Index plunged amid fears about the economic fallout from the coronavirus

By Bloomberg
Roth conversions 'on sale' and other retirement advice amid the market crash
RETIREMENT PLANNING MAR 18, 2020
Roth conversions 'on sale' and other retirement advice amid the market crash

People near retirement are the most at risk from the sell-off, and advisers have several recommendations for them

By Emile Hallez
Gundlach says ‘en masse’ defaults likely for some junk issuers
FIXED INCOME MAR 18, 2020
Gundlach says ‘en masse’ defaults likely for some junk issuers

The high-yield debt market is pressured by the plunge in oil prices and the pandemic, the fund manager said

By Bloomberg
Wells Fargo named in new 401(k) lawsuit
RETIREMENT PLANNING MAR 17, 2020
Wells Fargo named in new 401(k) lawsuit

The company has been sued again over its use of its own products in its retirement plan

By Emile Hallez
Business development companies under pressure from coronavirus fallout
ALTERNATIVES MAR 17, 2020
Business development companies under pressure from coronavirus fallout

IBDs sold more than $22 billion of the high-commission product over the past decade

By Bruce Kelly
Upside-down world of negative rates coming for U.S. savers
FIXED INCOME MAR 17, 2020
Upside-down world of negative rates coming for U.S. savers

The scenario has become more likely now that the Fed has slashed rates to close to zero

By Bloomberg