Investing

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MUTUAL FUNDS MAY 04, 2018
Funds that let you tap into M&A fever

These investments let investors take advantage of the current merger boom

By John Waggoner
MUTUAL FUNDS MAY 03, 2018
What active share can and can't tell you

Real active management or closet index? Active share can help you figure it out

By John Waggoner
FIXED INCOME MAY 03, 2018
Bill Gross says Treasuries are in 'hibernating bear market'

Yields aren't likely to move substantially higher from current levels, bond guru says

By Bloomberg
OPINION MAY 03, 2018
3 insights on the Financial Engines-Edelman combination and how it might affect you

The combined company is likely to become a nationally dominant firm.

By Joe Duran
EQUITIES MAY 02, 2018
Advisers must align a client's portfolio with these 3 personal risk measures

Michael Kitces warns that unless risk tolerance, risk capacity and risk perception are considered, investment losses can drive clients away from markets forever.

By Ryan W. Neal
FIXED INCOME MAY 02, 2018
What advisers should tell clients about the inverted yield curve

Moves in Treasury yields are flashing yellow right now, but not yet red.

By John Waggoner
Neuberger Berman launches specialty finance group
ALTERNATIVES MAY 02, 2018
Neuberger Berman launches specialty finance group

Investment management firm names Peter Sterling to head the new group.

By James Comtois
ETFS MAY 01, 2018
Bond ETFs are awash in cash

More than $14 billion flowed into exchange-traded debt funds in April.

By Bloomberg
ALTERNATIVES MAY 01, 2018
China's HNA drops bid to buy Anthony Scaramucci's SkyBridge

Both sides agreed U.S. government approval of the acquisition would have taken too long.

By Bloomberg
MUTUAL FUNDS MAY 01, 2018
No matter how bad the share-class violation, SEC won't oppress those who self-report

Agency clarifies in FAQs that it will not impose a civil monetary penalty, but will require advisers return 'ill-gotten gains' to clients.

By Mark Schoeff Jr.
ETFS APR 30, 2018
SEC bars Howard Present, former head of F-Squared Investments

Unless Howard Present pays $12.4 million in penalties, interest and disgorgement, he can't be reinstated

By InvestmentNews
ETFS APR 30, 2018
'Father of ETFs' warns about leveraged funds

Jim Ross of State Street says exchange-traded funds that use leverage are too dangerous for retail investors.

By Bloomberg
EMERGING MARKETS APR 30, 2018
Top-performing junk bond fund moves out of junk

Absalon Global High Yield, which beat 97% of its peers last year, is no longer buying triple-C credits.

By Bloomberg
MUTUAL FUNDS APR 30, 2018
Funds that let investors tap into M&A fever

These investments let your clients tap into the current M&A boom.

By John Waggoner
RETIREMENT PLANNING APR 30, 2018
Recent rule changes to boost retiree health costs

New analysis quantifies the effect on Medicare premiums and Social Security benefits.

By Mary Beth Franklin
ALTERNATIVES APR 28, 2018
More advisers use alts, but few understand them

Alternative investments are complex and difficult to define, let alone explain to clients?

By John Waggoner
RETIREMENT PLANNING APR 27, 2018
Job satisfaction tied to benefits satisfaction, survey finds

EBRI says almost two-thirds of employees who are happy with their benefits have high morale.

By InvestmentNews
MUTUAL FUNDS APR 27, 2018
Fund fees head south

Average fee for U.S. mutual funds and ETFs declined by about 8% last year, Morningstar data show.

By Bloomberg
FIXED INCOME APR 27, 2018
Muni investors get first look at fees

Brokerage firms must start disclosing the fees they charge to buy and sell state and local government debt.

By Bloomberg
ALTERNATIVES APR 26, 2018
Blackstone lures retail clients

Individual investors provided 19% of the money the private equity firm raised in Q1.

By Bloomberg