Investing

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AQR's Asness, Research Affiliates' Arnott agree that a little market timing is okay
EQUITIES JUN 15, 2016
AQR's Asness, Research Affiliates' Arnott agree that a little market timing is okay

Defining value as something that's not cheap, but should be.

By Jeff Benjamin
ETFS JUN 15, 2016
Don't let the fickle Fed hamstring your bond portfolio

<i>Breakfast with Benjamin</i> There are ways to protect your bond holdings from the whims of the Federal Reserve.

By Jeff Benjamin
ETF boon under DOL fiduciary rule won't be universal
ETFS JUN 15, 2016
ETF boon under DOL fiduciary rule won't be universal

Some of the more exotic ETF strategies may be difficult to defend as being in a client's best interest.

By Greg Iacurci
DOL supports ESG fund use in 401(k) plans
RETIREMENT PLANNING JUN 15, 2016
DOL supports ESG fund use in 401(k) plans

New guidance amends old rules that had a &quot;chilling effect&quot; on ESG fund use in ERISA plans.

By Greg Iacurci
'Brexit' campaigns suspended after British lawmaker killed in shooting
EQUITIES JUN 14, 2016
'Brexit' campaigns suspended after British lawmaker killed in shooting

After the attack, campaigning halted in UK's European Union membership referendum.

By Bloomberg
Mutual fund born during Great Depression proves the value of buy-and-hold
MUTUAL FUNDS JUN 14, 2016
Mutual fund born during Great Depression proves the value of buy-and-hold

The 81-year-old Voya Corporate Leaders Trust beats most by doing nothing.

By John Waggoner
Franklin Templeton joins Fidelity, Goldman and John Hancock in launching strategic beta ETFs
MUTUAL FUNDS JUN 14, 2016
Franklin Templeton joins Fidelity, Goldman and John Hancock in launching strategic beta ETFs

Three of the Franklin LibertyQ funds are core multi-strategy funds, seeking a combination of quality, value, momentum and low-volatility stocks.

By John Waggoner
EQUITIES JUN 14, 2016
A tale of two Chinas: one old, one new

By Monique France
The case for favoring revenue bonds over general obligation bonds
FIXED INCOME JUN 12, 2016
The case for favoring revenue bonds over general obligation bonds

General obligation bonds have encountered problems as municipal issuers face rising fixed legacy costs that challenge revenue growth.

By Peter Hayes
Invesco, Longleaf funds stashing cash as bear market cushion
MUTUAL FUNDS JUN 09, 2016
Invesco, Longleaf funds stashing cash as bear market cushion

But these funds will look like idiots in a rip-snorting bull market.

By John Waggoner
RIAS JUN 09, 2016
The DOL fiduciary rule will forever change financial advice, and the industry has to adapt

The DOL fiduciary rule will forever change financial advice, and the industry now faces the challenge of adapting to the new regulation.

By Liz Skinner
EMERGING MARKETS JUN 08, 2016
Bill Gross highlights the dirty downside of negative interest rates

<i>Breakfast with Benjamin</i> According to Janus' Bill Gross, just because negative interest rates feel good doesn't mean they're a good thing.

By Jeff Benjamin
T. Rowe Price to pay out $194 million to shareholders in four mutual funds, other clients
MUTUAL FUNDS JUN 08, 2016
T. Rowe Price to pay out $194 million to shareholders in four mutual funds, other clients

Firm's moves stem from error it made in voting on the 2013 buyout of Dell.

By John Waggoner
Finra orders Oppenheimer & Co. to pay $2.9M for unsuitable sales of nontraditional ETFs
PRACTICE MANAGEMENT JUN 07, 2016
Finra orders Oppenheimer & Co. to pay $2.9M for unsuitable sales of nontraditional ETFs

More than 30,000 non-traditional ETF transactions, totaling approximately $1.7 billion, were carried out by Oppenheimer representatives, according to the regulator.

By Tanvi Acharya
ALTERNATIVES JUN 07, 2016
Hillary Clinton's hedge fund ties get trimmed by one

Plus: Don't hold your breath waiting for normal interest rates, the minimum wage truth, and it takes some luck to become super rich

By Jeff Benjamin
The ETF liquidity mirage
ALTERNATIVES JUN 06, 2016
The ETF liquidity mirage

Are investors making a huge mistake in thinking ETFs are somehow more liquid than their underlying investments?

By Bob Rice
T. Rowe Price makes a $190 million misstep
MUTUAL FUNDS JUN 06, 2016
T. Rowe Price makes a $190 million misstep

Wrong vote in 2013 on Dell proxy costs shareholders.

By John Waggoner
Pimco's new catchphrase to sum up the global economy: stable, but not secure
ETFS JUN 06, 2016
Pimco's new catchphrase to sum up the global economy: stable, but not secure

Central bank policies showing signs of exhaustion, investment giant says.

By John Waggoner
Megacaps now S&P 500's curse as smart beta gets payback
MUTUAL FUNDS JUN 03, 2016
Megacaps now S&P 500's curse as smart beta gets payback

Equal-weighted index beats S&amp;P 500 by most in three years.

By Bloomberg
American Funds' platform puts target-date funds under a microscope
EQUITIES JUN 03, 2016
American Funds' platform puts target-date funds under a microscope

Fund giant offering financial advisers a tool for evaluating the funds that adheres to the 2013 guidance from the Department of Labor.

By Jeff Benjamin