Investing

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ETF universe is contracting for the first time
MUTUAL FUNDS MAY 08, 2020
ETF universe is contracting for the first time

The attrition is occurring in niche offerings that are suffering amid investors' flight to safety

By Bloomberg
Schwab acquires Motif’s technology to push deeper into ESG investing
FINTECH MAY 08, 2020
Schwab acquires Motif’s technology to push deeper into ESG investing

The purchase will help the discount brokerage develop thematic and direct indexing for clients

By Sean Allocca
ESG funds saw inflows in first quarter
MUTUAL FUNDS MAY 08, 2020
ESG funds saw inflows in first quarter

That compares with the outflows registered by mutual funds overall, according to Morningstar

By InvestmentNews
Money funds holding record assets fret as yields head lower
MUTUAL FUNDS MAY 08, 2020
Money funds holding record assets fret as yields head lower

The funds face the challenge of declining rates as their assets hit $4.77 trillion amid the flight to safety

By Bloomberg
Schwab to begin offering fractional shares in June
EQUITIES MAY 07, 2020
Schwab to begin offering fractional shares in June

The program aims to attract younger investors, with the minimum investment set at $5

By Bloomberg
Invesco to repay $105 million to correct botched index fund rebalancing
EQUITIES MAY 06, 2020
Invesco to repay $105 million to correct botched index fund rebalancing

A delay caused by the COVID-19 pandemic triggered a costly mix-up

By Jeff Benjamin
By the Numbers: Annuity sales
LIFE INSURANCE AND ANNUITIES MAY 06, 2020
By the Numbers: Annuity sales

InvestmentNews Chief Content Officer George Moriarty talks about how annuity sales fared during the first quarter

By InvestmentNews
Investors should head for credit rather than cash: UBS Wealth
EQUITIES MAY 06, 2020
Investors should head for credit rather than cash: UBS Wealth

The firm suggests buying U.S. and emerging market debt and averaging into select stock sectors

By Bloomberg
Big US stock traders get SEC OK to start own exchange
EQUITIES MAY 05, 2020
Big US stock traders get SEC OK to start own exchange

Heavyweights backing Members Exchange, which include Morgan Stanley, hope the venture will reduce the cost of market data

By Bloomberg
COVID-19 helps drive record-level ESG bond issuance
FIXED INCOME MAY 05, 2020
COVID-19 helps drive record-level ESG bond issuance

Environmental, social and governance bond issuance increased 272% in April from a year ago

By Jeff Benjamin
Addepar rolls out app for trading hedge fund, PE investments
ALTERNATIVES MAY 05, 2020
Addepar rolls out app for trading hedge fund, PE investments

The tool is designed for family offices and RIAs looking for more liquidity in assets that are typically hard to buy and sell

By Bloomberg
New York Fed to begin buying ETFs in ‘early May’
MUTUAL FUNDS MAY 04, 2020
New York Fed to begin buying ETFs in ‘early May’

The Fed's two corporate lending programs could buy up to $750 billion in debt and exchange-traded funds

By Bloomberg
Muni market has stabilized since the pandemic jolt, but don't skimp on credit check
FIXED INCOME MAY 04, 2020
Muni market has stabilized since the pandemic jolt, but don't skimp on credit check

Fed steps up with monetary support; experts want Congress to provide more fiscal backing

By Mark Schoeff Jr.
Navigating private real estate investments amid COVID-19
ALTERNATIVES MAY 04, 2020
Navigating private real estate investments amid COVID-19

The pandemic has put real estate valuations on hold for now

By Jeff Benjamin
Long-term care is a woman’s issue
RETIREMENT PLANNING MAY 04, 2020
Long-term care is a woman’s issue

The aging of baby boomers increases the urgency around LTC planning

By Mary Beth Franklin
AARP gives distribution deal to online annuity seller Blueprint Income
LIFE INSURANCE AND ANNUITIES MAY 01, 2020
AARP gives distribution deal to online annuity seller Blueprint Income

The fixed annuity marketplace will be open to the association's 38 million members

By Emile Hallez
Stock traders should heed the lessons of the 1930s
OPINION MAY 01, 2020
Stock traders should heed the lessons of the 1930s

Last month's rebound in equities is likely to be just a blip in a longer-term market decline

By A. Gary Shilling
Junk-bond ETFs add most assets since 2015
MUTUAL FUNDS APR 30, 2020
Junk-bond ETFs add most assets since 2015

The news that the Fed was willing to buy some high-yield debt has made investors more comfortable about buying

By Bloomberg
By the Numbers: ETF flows
MUTUAL FUNDS APR 30, 2020
By the Numbers: ETF flows

InvestmentNews Chief Content Officer George Moriarty looks at why investors are throwing billions into leveraged ETFs

By InvestmentNews
You probably haven’t heard of this annuity
OPINION APR 30, 2020
You probably haven’t heard of this annuity

The Pension Protection Act allows 1035 exchanges from an existing nonqualified annuity into a long-term care qualified annuity

By Scott Stolz