Investing

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CFRA bulks up ETF research with acquisition of First Bridge
ETFS AUG 05, 2019
CFRA bulks up ETF research with acquisition of First Bridge

The deal gives the investment research firm its own source of ETF data.

By Jeff Benjamin
Advisers say go for the gold as the perfect hedge for trade-war fears
RIAS AUG 05, 2019
Advisers say go for the gold as the perfect hedge for trade-war fears

Gold was up nearly as much as the S&P 500 was down in mid-day trading Monday.

By Jeff Benjamin
Is a recession coming? Yield curve signals loudest warning since 2007
EQUITIES AUG 05, 2019
Is a recession coming? Yield curve signals loudest warning since 2007

Rates on 10-year notes sank like a stone Monday, erasing the surge that followed President Donald J. Trump's 2016 election.

By Bloomberg
Markets plunge as trade war escalates
EQUITIES AUG 05, 2019
Markets plunge as trade war escalates

Losses in the Dow surpassed 700 points Monday.

By Bloomberg
Franklin Templeton to build asset-class agnostic ETF
ETFS AUG 02, 2019
Franklin Templeton to build asset-class agnostic ETF

Fund will use quantitative models to select investments from different asset classes.

By Bloomberg
3 tips for the doomsday investor
ALTERNATIVES AUG 02, 2019
3 tips for the doomsday investor

Which investments are likely to underperform as a result of climate change, and which may prosper.

By Andy Penkalski
ETF trading spikes to 2019 highs as Trump, Fed rattle stocks
EQUITIES AUG 02, 2019
ETF trading spikes to 2019 highs as Trump, Fed rattle stocks

More than $42 billion worth of trading occurred in the SPDR S&P 500 ETF Thursday.

By Bloomberg
Hundreds of conventional funds add 'ESG' to prospectus just in case
ESG AUG 01, 2019
Hundreds of conventional funds add 'ESG' to prospectus just in case

Trend is seen as part marketing and part endorsement of ESG's investment benefits.

By Jeff Benjamin
Lightyear sells Wealth Enhancement Group to TA Associates
RIAS JUL 31, 2019
Lightyear sells Wealth Enhancement Group to TA Associates

Don Marron and the $11.8 billion RIA ride the wave of private-equity ownership.

By Jeff Benjamin
Leveraged and inverse ETFs may be too risky to sell, says state regulator group
MUTUAL FUNDS JUL 31, 2019
Leveraged and inverse ETFs may be too risky to sell, says state regulator group

North American Securities Administrators Association sees room for improvement in supervision.

By InvestmentNews
A crisis of confidence surrounds GPB Capital
ALTERNATIVES JUL 30, 2019
A crisis of confidence surrounds GPB Capital

The latest setback is a lawsuit from an auto dealer who sold a majority stake in his company to GPB and accuses the firm of 'a massive securities fraud.'

By Bruce Kelly
Morgan Stanley arms reps with ESG analysis tool
RIAS JUL 29, 2019
Morgan Stanley arms reps with ESG analysis tool

The new impact quotient pairs impact objectives with investments

By Jeff Benjamin
New twist on private equity in RIA space: Silent minority ownership
RIAS JUL 29, 2019
New twist on private equity in RIA space: Silent minority ownership

Upstart Kudu Investment Management acquires piece of a second advisory firm.

By Jeff Benjamin
Winner-take-all phenomenon rules stock market, too
EQUITIES JUL 29, 2019
Winner-take-all phenomenon rules stock market, too

Just 1.3% of the world's public companies were responsible for all the market gains over the past three decades.

By Barry Ritholtz
Pacific Life shutters ESG robo-adviser Swell Investing
FINTECH JUL 25, 2019
Pacific Life shutters ESG robo-adviser Swell Investing

Investors have until August 30 to log in to their account to either withdraw funds, rollover them to an IRA or transfer funds.

By Ryan W. Neal
Disruptive ETFs face an ESG disruption
FINTECH JUL 25, 2019
Disruptive ETFs face an ESG disruption

Online advisers are allowing investors to customize their portfolios around their social investing priorities instead of using ETFs.

By Bloomberg
ETF strategists getting crowded out by big asset managers
MUTUAL FUNDS JUL 25, 2019
ETF strategists getting crowded out by big asset managers

As companies like BlackRock, Vanguard and State Street muscle in on their turf, smaller players are devising new ways to stay competitive.

By Bloomberg
Low-cost gold ETFs introduce new fiduciary challenge
ALTERNATIVES JUL 23, 2019
Low-cost gold ETFs introduce new fiduciary challenge

The arrival of funds offering cheaper access to gold means advisers must weigh liquidity against cost.

By Jeff Benjamin
Biggest firms win fight for cash flooding muni funds
FIXED INCOME JUL 23, 2019
Biggest firms win fight for cash flooding muni funds

Five companies have received 80% of the money that has poured into tax-exempt bond funds this year.

By Bloomberg
Goldman Sachs says stocks near peak
EQUITIES JUL 22, 2019
Goldman Sachs says stocks near peak

Firm finds S&P 500 now trading near fair value, sees limited additional upside.

By Bloomberg