Investing

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RETIREMENT PLANNING MAR 27, 2016
Vanguard extends target-date fund dominance

The firm's position as the top TDF provider strengthened against No. 2 Fidelity Investments, which actually had net outflows for this category last year.

By Greg Iacurci
EQUITIES MAR 27, 2016
Identifying the best active funds

Finding funds likely to beat their benchmarks remains the challenge, and where financial advisers can earn their keep

By MFXFeeder
UBS to pay $2.9 million to settle investor Puerto Rico claims
EMERGING MARKETS MAR 25, 2016
UBS to pay $2.9 million to settle investor Puerto Rico claims

Finra orders the firm to pay about $2.9 million to two investors in Puerto Rico closed-end municipal bond funds. Total claims top $1.1 billion.

By Bloomberg
SEC derivatives rule could limit investors' ability to diversify portfolios, critics say
ALTERNATIVES MAR 24, 2016
SEC derivatives rule could limit investors' ability to diversify portfolios, critics say

The comment period for the rule, which was introduced in December, closed on Monday.

By Mark Schoeff Jr.
EQUITIES MAR 24, 2016
The Fed wants the markets to stop watching the Fed so much

<i>Breakfast with Benjamin</i> The Fed says the markets are too obsessed with too much information.

By Jeff Benjamin
Transamerica teams with BlackRock to offer smart-beta ETFs in variable annuity portfolios
ALTERNATIVES MAR 23, 2016
Transamerica teams with BlackRock to offer smart-beta ETFs in variable annuity portfolios

Offerings meant to help counter a trend toward passive index strategies.

By Bloomberg
EQUITIES MAR 22, 2016
The full list of 2016 Lipper Fund Awards winners

An interactive list of all the funds to be honored, across all years of return and categories

By Ellie Zhu
Over-sized Fidelity, Vanguard funds raise concerns about being too big to stay competitive
EQUITIES MAR 22, 2016
Over-sized Fidelity, Vanguard funds raise concerns about being too big to stay competitive

<i>Breakfast with Benjamin</i> A couple of Vanguard and Fidelity mutual funds raise questions about when it is time to close a fund to new investors.

By Jeff Benjamin
BRIC funds rally, but it's a long way back
EMERGING MARKETS MAR 22, 2016
BRIC funds rally, but it's a long way back

Brazil, Russia, India and China were singled out as the investment theme of the new century, but they've fallen like bricks the past five years.

By John Waggoner
EQUITIES MAR 22, 2016
Despite old age, bull market gets no respect

Even with its gains and long life, most investors have been lukewarm toward the stock market.

By John Waggoner
Goldman to turn its hedge fund research into an ETF
MUTUAL FUNDS MAR 22, 2016
Goldman to turn its hedge fund research into an ETF

A new frontier for ETFs?

By Bloomberg
Think your stock fund is risky? Try these ETFs
ALTERNATIVES MAR 21, 2016
Think your stock fund is risky? Try these ETFs

Exchange-traded funds have achieved a new feat, producing dozens of funds that are riskier than the most volatile individual stocks in the Standard and Poor's 500 stock index.

By John Waggoner
LIFE INSURANCE AND ANNUITIES MAR 21, 2016
SEC adds ETFs, variable annuities to exam priorities

The Securities and Exchange Commission will be looking at ETF sales strategies, trading practices and disclosures, as well as suitability and sales supervision of variable annuities.

By Mark Schoeff Jr.
Vanguard's robo-adviser dominates inexpensive financial advice
MUTUAL FUNDS MAR 20, 2016
Vanguard's robo-adviser dominates inexpensive financial advice

The firm has amassed four times the amount of assets held by either Betterment or Wealthfront and more than twice as much as Schwab.

By Bloomberg
Blackstone mutual fund lost 50% of assets as Fidelity slashed its stake
MUTUAL FUNDS MAR 18, 2016
Blackstone mutual fund lost 50% of assets as Fidelity slashed its stake

Blackstone Alternative Multi-Manager Fund's assets have fallen to $631 million from $1.2 billion.

By Bloomberg
ALTERNATIVES MAR 18, 2016
Time for advisers to brush up on ESG investing

By MFXFeeder
Commodity, energy investment funds on a comeback
ALTERNATIVES MAR 17, 2016
Commodity, energy investment funds on a comeback

Long-suffering energy limited partnership funds, for example, have leaped 21.46% the past 30 days.

By John Waggoner
ALTERNATIVES MAR 17, 2016
Socially responsible investing is coming of age

Investing strategies focused on environmental, social and corporate governance causes continue to gain momentum, even if they're not mainstream just yet. </br><b><i>(Related: <a href="//www.investmentnews.com/article/20160306/FREE/160309952/the-top-performing-socially-conscious-funds&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">The top-performing socially conscious funds</a>)</b></i>

By Jeff Benjamin
Vanguard rolls out funds with 0.01% expense ratio
EQUITIES MAR 17, 2016
Vanguard rolls out funds with 0.01% expense ratio

The minimum investment is $5 billion for the stock fund, and $3 billion for the bond fund.

By John Waggoner
Fidelity, other mutual funds fight SEC's liquidity-cushion rules
MUTUAL FUNDS MAR 16, 2016
Fidelity, other mutual funds fight SEC's liquidity-cushion rules

Faced with one bond-fund meltdown and worried about others, the Securities and Exchange Commission is pushing new rules to ensure investors can get their money back when they want it.

By John Waggoner