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Increased SEC scrutiny may be making ETF providers uncomfortable
EQUITIES APR 29, 2016
Increased SEC scrutiny may be making ETF providers uncomfortable

Increased SEC scrutiny may be making ETF providers uncomfortable, and the industry may soon have to adapt to new regulations. </br><b><i>(More: <a href=&quot;http://www.investmentnews.com/section/specialreport/20160417/ETF042016&quot; target=&quot;_blank&quot;>The full Spotlight on ETFs special report</a>)</b></i>

By John Waggoner
Vanguard's Gregory Nassour oversees more assets in funds than top bond kings
MUTUAL FUNDS APR 28, 2016
Vanguard's Gregory Nassour oversees more assets in funds than top bond kings

His six funds on average beat more than 90% of rivals

By Bloomberg
EQUITIES APR 28, 2016
Two types of investors are driving the stock market rally

<i>Breakfast with Benjamin</i> Two types of investors are driving stocks' rally: Those who fear missing out on the rally, and those who see no alternatives to stocks.

By Jeff Benjamin
FIXED INCOME APR 27, 2016
Donald Trump to Janet Yellen: 'If I'm elected, you're fired'

Plus: Wall Street wants to send Sanders packing to Cuba, silver outshines gold, and Harriet Tubman nabs a spot on the 20-spot

By Jeff Benjamin
Morningstar: The more you pay, the less you get from funds
MUTUAL FUNDS APR 27, 2016
Morningstar: The more you pay, the less you get from funds

High-fee, actively managed funds fail in the long term.

By John Waggoner
BlackRock joins Pimco warning investors to seek inflation hedge
MUTUAL FUNDS APR 26, 2016
BlackRock joins Pimco warning investors to seek inflation hedge

By Bloomberg
ALTERNATIVES APR 24, 2016
Making a case for impact investing

By James Lumberg
Efforts by Fidelity, Vanguard and Pimco to calm energy investors pay off
EQUITIES APR 22, 2016
Efforts by Fidelity, Vanguard and Pimco to calm energy investors pay off

Three firms are telling clients that despite oil's rout, it remains a good long-term play.

By John Waggoner
EQUITIES APR 22, 2016
West Oak Capital takes another big bite of Charles Schwab's stock

<i>Breakfast with Benjamin</i> West Oak Capital added another $1.3M of Charles Schwab stock, upping its total stake to more than 46,000 shares.

By Jeff Benjamin
Post-DOL fiduciary rule, Wall Street gives the nod to low-cost fund companies
EQUITIES APR 22, 2016
Post-DOL fiduciary rule, Wall Street gives the nod to low-cost fund companies

Broker-sold fund companies lag since new regulation released.

By John Waggoner
SEC renews push for stock-tracking system to find causes of market disruptions
MUTUAL FUNDS APR 21, 2016
SEC renews push for stock-tracking system to find causes of market disruptions

Regulator seeks comment on plan for building massive database to help it quickly unravel flash crashes.

By Bloomberg
EQUITIES APR 21, 2016
George Soros can't stop hating on the Chinese economy

Plus: Amplify ETF zeroes in on online retail, calling out Gundlach's forecasts, and get ready to start tipping your Uber driver

By Jeff Benjamin
EQUITIES APR 21, 2016
Horizon Investments' Greg Valliere bemoans election tone, economic growth

If Republican frontrunner Donald Trump wins, Mr. Valliere says he'll be rooting for &#8220;a really windy inauguration day.&#8221;

By Jeff Benjamin
Global X Funds launches Catholic Values ETF
MUTUAL FUNDS APR 21, 2016
Global X Funds launches Catholic Values ETF

Fund designed for investors who want the performance of the S&amp;P 500 Index without all the exposure to weapons, adult entertainment and other traditional Catholic no-nos.

By Jeff Benjamin
Annually rebalancing client portfolios hurts performance: Pinnacle's Michael Kitces
RETIREMENT PLANNING APR 21, 2016
Annually rebalancing client portfolios hurts performance: Pinnacle's Michael Kitces

Speaking Monday at the IMCA annual conference in Orlando, Mr. Kitces questioned regular rebalancing and said in one case doing nothing was the better bet.

By Jeff Benjamin
Investors should look beyond REITs to gain real estate exposure: Jeffrey Kolitch
ALTERNATIVES APR 20, 2016
Investors should look beyond REITs to gain real estate exposure: Jeffrey Kolitch

Jeffrey Kolitch, manager of the Baron Real Estate fund, says investors should look at cruise-line companies, cell-tower operators, casinos and companies involved in real estate infrastructure.

By Jeff Benjamin
The Financial Stability Oversight Council scrutinizes mutual fund liquidity, leverage in hedge funds
MUTUAL FUNDS APR 20, 2016
The Financial Stability Oversight Council scrutinizes mutual fund liquidity, leverage in hedge funds

Regulators concerned about systematic risk in a market rout.

By John Waggoner
New broker-dealer hires Realty Capital wholesalers to push into REIT market
ALTERNATIVES APR 20, 2016
New broker-dealer hires Realty Capital wholesalers to push into REIT market

It is the second large group of wholesalers to migrate to another firm en masse from the defunct Realty Capital Securities, a unit of RCS Capital Corp.

By Bruce Kelly
Taking a cue from insiders on strategic-beta ETFs
ALTERNATIVES APR 20, 2016
Taking a cue from insiders on strategic-beta ETFs

It's no secret that strategic-beta exchange-traded products have become a pervasive part of the marketplace, rewarding investors with innovative tools to diversify and fine-tune portfolios in ways traditional market-capitalization-weighted indexes don't allow.

By Andy O'Rourke
ETFS APR 20, 2016
Pimco's active BOND ETF being left in the dust

Plus: The failures of 'too-big-to-fail' banks, dividend investing without the dividends, and passing student loan debt along to the taxpayers

By Jeff Benjamin