S&P thinks it is appropriate to put a global equity ETF like IOO into the strategic or core part of a portfolio that provides broad representation in major markets.
Standard & Poor's Equity Research's fundamental outlook for the health care services industry for the next 12 months is positive.
Fund industry participants lauded the SEC's latest attempt to boost target date fund disclosure — but say that more could be done to help clarify the investments for participants.
The Department of Labor and the securities regulator are said to be working on a joint consumer alert about target date funds. Other guidance from the DoL is in the offing, too.
The Labor Department today released proposed regulations that prohibit financial advisers giving advice to 401(k) plans, or their employer or the employer's affiliates, from receiving extra compensation because the plan sponsors bought a product recommended by the adviser.
In a bid to ease investors out of cash and back into the market, Putnam Investments is dropping the sales charge and broker payout on the Class A and Class M shares of three of its mutual funds.
When Robert L. Reynolds took over as president and chief executive of Putnam Investments in June 2008, the once-mighty fund company was sinking fast.
Fidelity Investments today announced that it will offer its retail customers — and and its registered investment adviser clients via a separate program — commission-free online trades for a suite of 25 iShares exchange-traded funds from BlackRock Inc.
The Charles Schwab Corp. — in a bid to attract more trades from customers who use deep-discount brokerages — plans to lower its commissions on all online stock and non-Schwab ETF transactions to $8.95 per trade.
Last week's market sell-off has investment strategists and financial advisers hunkering down in anticipation of continued market volatility, but they aren't ready to say that it marks the beginning of a double-dip recession.
Charles Schwab Corp. said it agreed to pay an additional $35 million to settle claims that the online brokerage misled investors who owned its Schwab YieldPlus Fund.
Investors praying for divine inspiration may have gotten their wish today when three faith-based exchange-traded funds made their debut.
Two real estate investment trust companies will waive their “internalization fees,” potentially sparking a trend in the REIT marketplace that would bode well for investors.
It takes about four months and about $50,000 to get a fund to market
Patrick Galley, manager of the $350 million RiverNorth Core Opportunity Fund Ticker:(RNCOX) sees opportunities in select closed-end funds, particularly as investors in general sit too cautiously on the sidelines.
Apollo Global Management LLC founder Leon Black and others are touting private equity's consistent outsized returns, but some insiders — including investors — aren't so sure.
Kansas City Federal Reserve Bank President Thomas Hoenig said the U.S. economic recovery has the momentum to sustain itself and called for an increase in the target federal funds rate to 1 percent by the end of the summer.
RS Investments today announced an agreement to acquire certain assets of Oak Value Capital Management Inc., which is the adviser to the Oak Value Fund. The portfolio managers of the Oak Value Fund will also be joing RS Investments.
