ETFs that invest in collateralized loan obligations, such as the one Janus Henderson is proposing, may trip up individuals
The forecast has stock funds losing share to bonds and money market funds over the next five years
Scott Dudley and David McQuade form Stirling Financial Group in San Diego
Regulation would require ‘concise, visually engaging’ shareholder reports that help investors understand fees, risks and performance
Younger investors like bitcoin, while older investors go for gold, JPMorgan says
Exchange-traded funds saw $248 billion in net inflows so far this year, while mutual funds had $34 billion in outflows
The Insured Retirement Institute calls for raising RMD age, allowing catch-up retirement contributions
Advocates for alternative investments oppose the provision, which is not likely to survive in the Senate
A new exchange-traded fund will track shares of companies that listed on exchanges by merging with special purpose acquisition companies
Alternative assets and private markets may help boost portfolio returns
The rewrite of the vacated Obama fiduciary rule also draws criticism from investor advocates
The fund is now making more money than any other product in the $4.6 trillion U.S. ETF market
The exchange-traded fund industry has suddenly attracted large asset managers that have until recently shunned the business
Unable to keep pace with a passive index, the 20-year-old active value fund has run its course
The adaptation of SPY will include firms in the S&P 500 index that meet environmental, social and governance criteria
The wirehouse will become the latest major asset managers to enter the fray
Effort highlights agency’s teacher initiative, but expert calls it ‘slap on wrist’
An index rebalancing mishap has lead to the wholesale change of the portfolio management team
Nearly all types of annuities fell by double digits due to low interest rates and fallout from COVID-19
The company serves as a fund administrator for Pimco, Centerbridge and other money managers
