Investing

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BlackRock wages secret fee war for junk-debt ETF investors
ETFS APR 09, 2019
BlackRock wages secret fee war for junk-debt ETF investors

State Street and DWS Group have also quietly cut fees on high-yield bond ETFs.

By Bloomberg
ETF that doesn't reveal its assets poised to get SEC OK
ETFS APR 09, 2019
ETF that doesn't reveal its assets poised to get SEC OK

Precidian Funds has been waiting four years for the agency's approval

By Bloomberg
Clayton wants retirement investors to have more access to private funds
ALTERNATIVES APR 09, 2019
Clayton wants retirement investors to have more access to private funds

SEC chairman indicates desire to modify accredited investor standard.

By Mark Schoeff Jr.
Envestnet adds loan facility to platform
FINTECH APR 09, 2019
Envestnet adds loan facility to platform

'Credit Exchange' will enable advisers to offer pre-qualified loans to clients.

By Bloomberg
Commonwealth case against Ohio National should be arbitrated, court rules
LIFE INSURANCE AND ANNUITIES APR 08, 2019
Commonwealth case against Ohio National should be arbitrated, court rules

Broker-dealer's claim involves insurer's decision to stop paying trail commissions.

By Mark Schoeff Jr.
FAANGs' $800 billion rally has retail investors calling it quits
EQUITIES APR 08, 2019
FAANGs' $800 billion rally has retail investors calling it quits

As Mom and Pop abandon the big tech companies, many are buying cannabis companies.

By Bloomberg
Consider the alternative
ALTERNATIVES APR 08, 2019
Consider the alternative

Why alternative investments have a place in your clients' portfolios.

By Aaron Hodari
Finra fines former LPL rep $5,000 over viatical sale
LIFE INSURANCE AND ANNUITIES APR 05, 2019
Finra fines former LPL rep $5,000 over viatical sale

LPL terminated Scott Klor in 2017 for violating firm policies.

By InvestmentNews
Indexed annuity sales projected to grow nearly 40% by 2023
LIFE INSURANCE AND ANNUITIES APR 05, 2019
Indexed annuity sales projected to grow nearly 40% by 2023

Continued market volatility and rising interest rates will push fixed annuities to new highs, Limra estimates.

By Greg Iacurci
Factor investing gets a reboot as ebbing demand bites at ETFs
ETFS APR 05, 2019
Factor investing gets a reboot as ebbing demand bites at ETFs

ETF providers are trying to woo investors with all-in-one funds that pull together several factors.

By Bloomberg
Morningstar improving bond fund data reporting
MUTUAL FUNDS APR 04, 2019
Morningstar improving bond fund data reporting

The change could impact how advisers construct fixed-income portfolios for clients.

By Greg Iacurci
Active managers stumble in March after hot start to 2019
MUTUAL FUNDS APR 03, 2019
Active managers stumble in March after hot start to 2019

Their poor showing threatens to choke off the opportunity for active management to reassert itself after the market's meltdown late last year.

By Bloomberg
Alternative strategies earn their keep over six months of market extremes
ALTERNATIVES APR 03, 2019
Alternative strategies earn their keep over six months of market extremes

The key is looking beyond the broad category averages to focus on portfolio managers and the investment process

By Jeff Benjamin
Looking beyond the S&P 500: Time to refresh portfolios, benchmarks
EQUITIES APR 03, 2019
Looking beyond the S&P 500: Time to refresh portfolios, benchmarks

Investors should broaden their focus beyond large caps, and advisers should ensure that their clients benchmark their portfolios correctly.

By James Macey
Fidelity says retirees can expect to spend $285,000 on health care
RETIREMENT PLANNING APR 02, 2019
Fidelity says retirees can expect to spend $285,000 on health care

Annual study says total estimated cost has risen more slowly in past two years.

By Bloomberg
How mid-cap growth funds owned the first quarter
EQUITIES APR 02, 2019
How mid-cap growth funds owned the first quarter

Investors who stayed put during the fourth-quarter market meltdown were rewarded by mid-cap managers.

By Jeff Benjamin
Is volatility coming?
EQUITIES APR 02, 2019
Is volatility coming?

The market rally is likely to be upended given the many potential macroeconomic and geopolitical flash points.

By Bloomberg
Demand for growth stocks produces record inflows for ETF
EQUITIES APR 01, 2019
Demand for growth stocks produces record inflows for ETF

The SPDR Portfolio 500 Growth ETF took in nearly $630 million in March, the largest monthly inflow for the almost 19-year-old fund.

By Bloomberg
New annuities starting to address RMDs
RETIREMENT PLANNING APR 01, 2019
New annuities starting to address RMDs

Allianz's new indexed annuity could be a forerunner for how insurers will seek to keep assets in-house as baby boomers are forced to withdraw retirement savings.

By Greg Iacurci
The hedger's opportunity
ALTERNATIVES APR 01, 2019
The hedger's opportunity

Using hedged positions can protect clients' portfolios if the market goes south.

By Jay Pestrichelli