Investing

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Brinker Capital rolls out DOL fiduciary rule-friendly funds
MUTUAL FUNDS APR 12, 2017
Brinker Capital rolls out DOL fiduciary rule-friendly funds

By Jeff Benjamin
EQUITIES APR 12, 2017
Investors pour into bond funds in March

But junk funds get trashed.

By John Waggoner
RETIREMENT PLANNING APR 11, 2017
Retirement plan advisers should bone up on lifetime income

Expect rapid product innovation and growing demand in this area, along with considerable business opportunity

By Blaine F. Aikin
ALTERNATIVES APR 10, 2017
Listed funds offer access to private equity with liquidity

Still risky, but less expensive and more liquid than partnerships.

By John Waggoner
ALTERNATIVES APR 07, 2017
Gold shines in an uncertain bull market

A bit of gold helps on days when unpredictability abounds.

By John Waggoner
FIXED INCOME APR 07, 2017
Pimco's Dan Ivascyn is relieved firm's lawsuit with Bill Gross is over

Ace manager talks about the Fed, interest rates and his biggest worry as a bond investor.

By John Waggoner
FIXED INCOME APR 06, 2017
Arizona broker-dealer settles charges it underwrote fraudulent muni bonds

Lawson Financial settles with SEC over due diligence in nursing home financings.

By InvestmentNews
ALTERNATIVES APR 06, 2017
Nontraded BDC to pursue listing on national exchange

If successful, Corporate Capital Trust would be the second nontraded BDC to have a liquidity event and list on an exchange.

By Bruce Kelly
ETFS APR 04, 2017
Record $132 billion flowed into ETFs in first quarter

Fixed income had best quarter ever, while equity inflows continued at blistering pace

By InvestmentNews
MUTUAL FUNDS APR 03, 2017
First quarter stock performance soars, though investors pay a high price for it

Large-cap, growth and international funds take the lead.

By John Waggoner
WIREHOUSES MAR 31, 2017
UBS loses another Puerto Rico bond claim, this time for $4.4 million

This is the third multimillion-dollar loss involving Puerto Rico bonds or bond funds UBS has seen since December.

By Bruce Kelly
MUTUAL FUNDS MAR 31, 2017
As Fed raises interest rates, money funds increase yields, some to more than 1%

Clients won't get rich, but at least they'll get more than zero.

By John Waggoner
MUTUAL FUNDS MAR 29, 2017
BlackRock shakes up struggling active stock-picking unit

Changes include laying off workers, cutting fees and moving funds to its quant unit

By Bloomberg
ALTERNATIVES MAR 29, 2017
REITs: Laggards, but for how long?

Rising rates and high expectations have hurt the real estate vehicle, but a few factors could brighten its outlook.

By John Waggoner
MUTUAL FUNDS MAR 28, 2017
Vanguard shareholders in 15 funds get fee break

Expenses lower by one to three basis points in several state muni bond funds

By InvestmentNews
FIXED INCOME MAR 27, 2017
Bill Gross ends lawsuit with Pimco for $81 million and his reputation intact

Pimco gives legendary bond king kind words and money to settle rancorous suit.

By Bloomberg
RIAS MAR 26, 2017
Fidelity's RIA business: a strong No. 2 that's working harder

The firm doesn't have as many adviser assets as rival Charles Schwab & Co., but together they control 70% of the market.

By John Waggoner
ALTERNATIVES MAR 24, 2017
Resolving Nick Schorsch's legal problems taking a long time

Criminal trial for an associate is slated to start in June, but little has been resolved on civil side.

By Bruce Kelly
FINTECH MAR 24, 2017
Remember the tech wreck? For some, the hurting hasn't stopped

Seventeen years later, some funds are still showing losses.

By John Waggoner
FIXED INCOME MAR 23, 2017
Vanguard's Joe Davis on interest rates, the US economy and what the Federal Reserve will do next

Plus, the global chief economist and head of the Vanguard Investment Strategy Group discusses whether federal debt is at crisis levels.

By John Waggoner