Investing

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Invesco hitches wagon to Fidelity's semitransparent ETF technology
ETFS JUL 09, 2020
Invesco hitches wagon to Fidelity's semitransparent ETF technology

The unique new exchange-traded fund wrapper is slowly gaining steam

By Jeff Benjamin
Vanguard expands ESG ETF suite to include corporate bonds
ETFS JUL 09, 2020
Vanguard expands ESG ETF suite to include corporate bonds

The new fund is designed to fill a gap in the growing ESG market

By Jeff Benjamin
CareerBuilder gets win in 401(k) lawsuit, others face new claims
RETIREMENT PLANNING JUL 08, 2020
CareerBuilder gets win in 401(k) lawsuit, others face new claims

Paychex, Astellas and Aon were recently sued, and the $12.4 million settlement in a Northrop Grumman suit has been held up

By Emile Hallez
Long-short hedge fund strategy suffers in current environment
EQUITIES JUL 08, 2020
Long-short hedge fund strategy suffers in current environment

Such funds have captured most of the market’s downside in recent years, but very little of the upside

By Bloomberg
Want to short high-yield debt? Here's an ETF for you
MUTUAL FUNDS JUL 07, 2020
Want to short high-yield debt? Here's an ETF for you

Tabula Investment Management launched an exchange-traded fund that lets investors bet against high-yield debt issued by North American companies

By Bloomberg
Goldman Sachs' Ayco adds 'marketplace' for workplace clients
FINTECH JUL 07, 2020
Goldman Sachs' Ayco adds 'marketplace' for workplace clients

The firm is now providing access to investment management, insurance brokerage and other services

By Emile Hallez
Vanguard surpasses BlackRock in ETF inflows during first half
MUTUAL FUNDS JUL 07, 2020
Vanguard surpasses BlackRock in ETF inflows during first half

Market volatility triggered selling by the types of active traders who use BlackRock's iShares funds

By Bloomberg
GPB takes millions in fed loan money while under investigation
ALTERNATIVES JUL 07, 2020
GPB takes millions in fed loan money while under investigation

GPB Capital and related businesses get between $3 million and $7 million in Paycheck Protection Program loans

By Bruce Kelly
'Lost and found' 401(k) bill resurfaces
RETIREMENT PLANNING JUL 06, 2020
'Lost and found' 401(k) bill resurfaces

The Treasury would build a national account-tracking system, under bipartisan legislation co-sponsored by Sen. Elizabeth Warren

By Emile Hallez
Investors move from junk-bond funds into Treasury funds
MUTUAL FUNDS JUL 06, 2020
Investors move from junk-bond funds into Treasury funds

More than $2.6 billion flowed out of high-yield bond ETFs last week, along with $5.6 billion that left high-yield mutual funds

By Bloomberg
T. Rowe Price finds a path to the ETF market
ETFS JUL 06, 2020
T. Rowe Price finds a path to the ETF market

The traditional mutual fund provider plans to launch four semitransparent ETFs this month

By Jeff Benjamin
Second-quarter earnings pose a challenge
EQUITIES JUL 06, 2020
Second-quarter earnings pose a challenge

Earnings estimates for Q2 are speculative after 80% of companies failed to provide guidance over the last three months

By Bloomberg
Increase in liquidity should lift stocks and bonds: JPMorgan
EQUITIES JUL 06, 2020
Increase in liquidity should lift stocks and bonds: JPMorgan

Accommodative central bank policies should provide a boost to equities markets worldwide, analysts say

By Bloomberg
Long-term care a big question in pandemic
RETIREMENT PLANNING JUL 02, 2020
Long-term care a big question in pandemic

COVID-19 has highlighted the necessity of planning for care in old age, and advisers are increasingly recommending 'hybrid' annuity or life insurance products

By Emile Hallez
Abandoning alts is shortsighted
OPINION JUL 01, 2020
Abandoning alts is shortsighted

The decision by some IBDs to move away from REITs amid the pandemic leaves their advisers with one less tool to use to help clients

By Amanda Teeple
Vanguard, State Street resist the new ETF craze
MUTUAL FUNDS JUL 01, 2020
Vanguard, State Street resist the new ETF craze

Two of the industry's biggest players are taking a wait-and-see attitude on active nontransparent ETFs

By Bloomberg
401(k) suits target Trader Joe's, Costco, others
RETIREMENT PLANNING JUL 01, 2020
401(k) suits target Trader Joe's, Costco, others

Litigation alleging that plan sponsors breached their fiduciary duty keeps coming

By Emile Hallez
Model portfolio assets dropped to $3 trillion in first quarter
ETFS JUL 01, 2020
Model portfolio assets dropped to $3 trillion in first quarter

More than half were in adviser-led portfolios, according to Broadridge research

By Nicole Casperson
Stock rally is sending investors back into hedge funds
ALTERNATIVES JUL 01, 2020
Stock rally is sending investors back into hedge funds

Investors are trying to diversify their holdings after stocks rebounded more than expected

By Bloomberg
Gold market focuses on yield curve control
FIXED INCOME JUL 01, 2020
Gold market focuses on yield curve control

With futures topping $1,800, a Fed move to pin down U.S. yields could add to gold's allure

By Bloomberg