Investing

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Horizons ETF Management expands U.S. footprint with Recon Capital buy
ETFS NOV 03, 2016
Horizons ETF Management expands U.S. footprint with Recon Capital buy

Global ETF manager sees big opportunities in U.S. market.

By Jeff Benjamin
ALTERNATIVES NOV 03, 2016
FolioDynamix acquires Summit Advisor Services for $6 million in wake of Aequitas collapse

Summit Advisor Services, a turnkey asset management program, was partially owned by an Aequitas venture. That company had been charged by the SEC with running a Ponzi scheme.

By Liz Skinner
MUTUAL FUNDS NOV 02, 2016
Who needs ETFs? Nobody, study says

Academic study in Germany concludes that poor fund selection and rotten market timing contribute to poor performance

By John Waggoner
EQUITIES NOV 02, 2016
Stocks fall as bonds and gold prices climb on U.S. election jitters

Investors are crowding into haven assets after the latest U.S. election polls suggest a tighter race.

By Bloomberg
American Funds files for new share class to cut fund expense ratios
EQUITIES NOV 02, 2016
American Funds files for new share class to cut fund expense ratios

F3 shares trim expense ratios by about 37 basis points.

By Jeff Benjamin
Wells Fargo mulls development of immediate variable annuity
LIFE INSURANCE AND ANNUITIES NOV 02, 2016
Wells Fargo mulls development of immediate variable annuity

The supposedly new annuity type, as opposed to an immediate fixed annuity, would lock in a higher income in the event of a strong stock market.

By Greg Iacurci
Insurance-based broker-dealers plan to use BICE under DOL fiduciary rule
LIFE INSURANCE AND ANNUITIES NOV 02, 2016
Insurance-based broker-dealers plan to use BICE under DOL fiduciary rule

Some firms are rethinking a shift to fee-based compensation and instead are sticking with commission structures that will trigger the need for best interest contract exemptions.

By Greg Iacurci
ALTERNATIVES NOV 01, 2016
When it comes to hedge fund management, computers also fail

Plus: Forecasting a Trump victory, the reality of retirement healthcare costs, and getting your emails opened

By Jeff Benjamin
FINTECH NOV 01, 2016
Morningstar launches ETF analyst ratings for 250 funds

By John Waggoner
Gundlach takes Federal Reserve to task, compares Trump to unconstrained bond funds
FIXED INCOME NOV 01, 2016
Gundlach takes Federal Reserve to task, compares Trump to unconstrained bond funds

Jeffrey Gundlach, chief executive of DoubleLine Capital, believes investors and financial advisers should not get too comfortable with the recent pattern of Federal Reserve monetary policy.

By Jeff Benjamin
EQUITIES NOV 01, 2016
Eaton Vance to buy Calvert Investments

Acquisition of $12.3B social investment manager marks big step into the ESG market.

By John Waggoner
MUTUAL FUNDS NOV 01, 2016
Commodities funds may offer inflation hedge, but many overweight energy

Also, with the exception of some metals funds, most funds don't own the actual commodity.

By John Waggoner
FINTECH NOV 01, 2016
Betterment rolls out algorithmic service to minimize tax drag

The robo-adviser claims the new service could boost a portfolio's return by 0.48% a year, or 15% over 30 years.

By Bloomberg
EQUITIES OCT 31, 2016
Handful of mutual funds set up for big capital gains distributions

Plus: Wells Fargo's woes continue, the scariest presidential election could get even scarier, and how to spend that extra hour this weekend

By Jeff Benjamin
Why performance-chasing investors will love the new 5-year rolling averages
EQUITIES OCT 31, 2016
Why performance-chasing investors will love the new 5-year rolling averages

The flipside is the 3-year averages are getting worse.

By Jeff Benjamin
Investopedia Anxiety Index a step ahead of the VIX?
EQUITIES OCT 31, 2016
Investopedia Anxiety Index a step ahead of the VIX?

The financial encyclopedia website has started measuring online searches as a way to forecast buying and selling in the markets.

By Jeff Benjamin
ALTERNATIVES OCT 30, 2016
A clear view of alternative strategies is a challenge for financial advisers

An alternative strategy is only as good as what it is an alternative to. What is its purpose?

By Ellie Zhu
EQUITIES OCT 27, 2016
Fresh FBI investigation of Hillary Clinton sets the markets on edge

Plus: Bilked Madoff investors get some pay back, the economics of Halloween, and forecasting the election outcome based on costume sales

By Jeff Benjamin
EQUITIES OCT 27, 2016
IRA investors may disappear from IPOs

The Department of Labor's fiduciary rule prohibits individual IRA investors from participating in initial public offerings with the assistance of their financial adviser.

By Ronald J. Kruszewski
RETIREMENT PLANNING OCT 27, 2016
Janus in a double whammy as assets flee and revenue drops

Plus: How Clinton and Trump won't save Social Security, more scrutiny for sales charges, and taking the 5% challenge.

By Jeff Benjamin