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ETF investors go all-in on stimulus with $17 billion stock bet
MUTUAL FUNDS APR 13, 2020
ETF investors go all-in on stimulus with $17 billion stock bet

The health care sector leads equity ETF flows with almost $3 billion added

By Bloomberg
New York State fines pension risk transfer insurer $45 million
RETIREMENT PLANNING APR 13, 2020
New York State fines pension risk transfer insurer $45 million

The regulator says Athene Holding Ltd. sold insurance in the state without a license

By InvestmentNews
Goldman says U.S. stocks have probably bottomed
EQUITIES APR 13, 2020
Goldman says U.S. stocks have probably bottomed

The unprecedented support from policymakers and a flattening viral curve have 'dramatically' cut risks to both markets and the economy, strategists say

By Bloomberg
Annuities take center stage
LIFE INSURANCE AND ANNUITIES APR 12, 2020
Annuities take center stage

As the pandemic roils the financial markets, Americans increasingly seek the safety of guaranteed income as they enter their third act. But the rates and guarantees that have been selling points for annuities for years simply aren’t what they used to be.

By Emile Hallez
State Street delays shaking up world’s biggest ETF
MUTUAL FUNDS APR 10, 2020
State Street delays shaking up world’s biggest ETF

The asset manager is postponing rebalances on the SPDR S&P 500 ETF and almost 60 other funds

By Bloomberg
To spur lending, SEC loosens restrictions on business development companies
ALTERNATIVES APR 09, 2020
To spur lending, SEC loosens restrictions on business development companies

The regulator proposed easing calculations that determine asset coverage ratios, giving BDCs additional flexibility to issue securities

By Mark Schoeff Jr.
Near-retirees drain TDFs at a rapid clip
RETIREMENT PLANNING APR 09, 2020
Near-retirees drain TDFs at a rapid clip

People within 15 years of retirement emptied target-date funds of a net $9.4 billion in March, according to Morningstar

By Emile Hallez
LPL hits the brakes on less-liquid investments
ALTERNATIVES APR 09, 2020
LPL hits the brakes on less-liquid investments

The IBD is taking real estate off the shelf until the dust settles from the COVID-19 economic fallout

By Jeff Benjamin
There's a work-from-home ETF coming
MUTUAL FUNDS APR 08, 2020
There's a work-from-home ETF coming

Direxion's new fund will invest in industries such as cloud technologies, remote communications and cybersecurity

By Bloomberg
Dividend cuts shouldn't worry investors
OPINION APR 08, 2020
Dividend cuts shouldn't worry investors

A look at how other recent downturns played out suggests the fears about dividends are overdone

By Nir Kaissar
By the Numbers: COVID-19 and ESG
MUTUAL FUNDS APR 08, 2020
By the Numbers: COVID-19 and ESG

How did ESG funds hold up during the first quarter? Why is BlackRock making a money market portfolio greener? InvestmentNews Chief Content Officer George Moriarty answers both questions

By InvestmentNews
Millennials fled when stocks took a dive in March
EQUITIES APR 07, 2020
Millennials fled when stocks took a dive in March

Stock-market exposure for millennials dropped below the average for clients of all ages last month, according to a TD Ameritrade index

By Bloomberg
Private equity owners of IBDs will be tested during the downturn
ALTERNATIVES APR 03, 2020
Private equity owners of IBDs will be tested during the downturn

How will they hold up as they deal with the fallout from COVID-19?

By Bruce Kelly
State regulators concerned about impact of COVID-19 on private markets
ALTERNATIVES APR 03, 2020
State regulators concerned about impact of COVID-19 on private markets

NJ securities chief warns that private placements may be used for virus-related frauds

By Mark Schoeff Jr.
Massachusetts slaps Janney Montgomery Scott with $286,000 fine
INDEPENDENT BROKER DEALERS APR 03, 2020
Massachusetts slaps Janney Montgomery Scott with $286,000 fine

State regulators said the firm did little to stop a broker from short-term trading in mutual funds with front-loaded fees

By InvestmentNews
Money funds just had their biggest month ever
MUTUAL FUNDS APR 03, 2020
Money funds just had their biggest month ever

Investors seeking a safe place for cash put a record $790 billion into government money-market funds in March, according to Crane Data

By Emile Hallez
3 Questions: COVID-19’s impact on annuities
RETIREMENT PLANNING APR 03, 2020
3 Questions: COVID-19’s impact on annuities

Retirement reporter Emile Hallez talks about his cover story on how the pandemic changes the market outlook for annuities

By InvestmentNews
Treasuries staring at negative rates after Fed's bank move
FIXED INCOME APR 03, 2020
Treasuries staring at negative rates after Fed's bank move

The central bank's decision to allow banks to take on more leverage is pushing down yields on Treasuries

By Bloomberg
American Century puts nontransparent ETFs on the map
MUTUAL FUNDS APR 02, 2020
American Century puts nontransparent ETFs on the map

The asset manager launches the first two such funds; says it expects the active strategies to shine amid the crisis

By Jeff Benjamin
ETFs shutting down at the fastest pace since 2017
MUTUAL FUNDS APR 02, 2020
ETFs shutting down at the fastest pace since 2017

During the first quarter, 72 exchange-traded funds with $1.4 billion in assets closed their doors

By Bloomberg