The wealthiest investors in the U.S. put less of their holdings into structured products than the less affluent, according to a study commissioned by the Securities Industry and Financial Markets Association.
Solid results from the fixed income markets in 3Q mask the fact that it was yet another roller coaster quarter within another volatile year
Over the last six months, The Charles Schwab Corp. has seen flows from individual investors in exchange-traded funds surpass flows from registered investment advisers, marking the first time ever this has happened.
<i>The following is an edited transcript of the webcast “Options strategies advisers can use now,” held July 20 in New York. It was moderated by deputy editor Evan Cooper and senior editor Dan Jamieson. </i>
Buddy Donahue -- the 'driving force' behind the SEC proposal on fund fees -- is leaving the agency. The upshot? The final rule may look a whole lot different than the current model.
The SEC's announcement last week that its top official overseeing the mutual fund industry will leave in November caught many by surprise.
Invesco Ltd., the Atlanta-based investment management company, has been sued by a Boston-based trust claiming infringement of its trademarks for exchange- traded funds.
Fund manager Brent Lynn finding gems in the U.S. and Europe; emerging markets no longer a secret
This week may be the most important of the year for the markets
Hedge fund managers are having a hard time making a buck this year, unless they get a boost from a whole lot of market beta
Adam Bold, chief investment officer of The Mutual Fund Store, thinks that all the talk about exchange-traded funds is just hype
Some providers of target date options in defined-contribution plans are adding alternative investments ranging from commodities and Treasury inflation-protected securities to real estate investment trusts and master limited partnerships
Financial advisers whose clients are calling and saying, “Hey, I see that rates have fallen 1% below my current rate; shouldn't I refinance?” may have to remind them that though a 1% drop is considered enough reason to refinance, the homeowner still has to pay closing costs, and if they are planning to move soon, they may leave the home before they reach the break-even point
CIO Jason Huntley most concerned about rise in dollar, falloff in China
The Standard & Poor's 500 Index may rally as much as 16 percent in the next six months because yesterday's election will stymie legislative initiatives in Congress, billionaire investor Kenneth Fisher said.
From Treasuries to bunds, and corporate bonds to mortgage securities, the world's fixed-income market is poised for its best year since 2002 as slow growth, tame inflation and record low interest rates create an almost perfect environment for debt investors.
Republican control of House would curb Democrats' spending initiatives; economy might suffer, however
While much has been said about a possible bond bubble in the U.S., there may also be one brewing in certain sectors of the emerging-markets space, according to Michael Cirami, vice president and a global fixed-income portfolio manager at Eaton Vance Management.
To David MacEwen, the talk about the bond bubble is a lot of baloney
The expanding universe of socially conscious investments is beginning to coalesce under one umbrella: “impact investing.”
