If firm doesn't find buyer, it may be forced to shut down some funds; potential purchaser said to be marquee name
The market for actively managed exchange-traded funds has been slow to take off, but the funds' assets may swell once they have a few years of performance to tout, observers said.
Grail Advisors LLC is partnering with DoubleLine Capital LP to launch an actively managed emerging-markets fixed-income ETF in what will be the first such fund of its kind to hit the market.
Six-month bill rates declined to a record low as the Treasury reduces sales of short-term securities while the Obama administration and Congress wrangle over budget cuts and raising the U.S. debt limit.
Emerging-markets central banks risk triggering a “1994-style” sell-off in global bonds as soon as next year if they are still tightening monetary policy when the Federal Reserve begins raising interest rates
Alternative version of Pimco flagship fund will forgo options, leverage; tinkering with success?
The Hartford has hired Jackson National Life Insurance Co.'s variably annuity product development chief Steve Kluever.
In a little more than two years, 14 ETNs linked to the Exchange Volatility Index have been launched; warning, VIX aren't for kids
Little payback for keeping Uncle Sam in cash; specter of inflation an added bonus
Veteran insurance agent Paul A. Mattus has filed suit against The Allstate Corp., claiming that the carrier had muscled him out of his book of business in order to pass it on to a newer, younger agent.
Worried about outlasting your savings? Worry no more; N.Y. Life has you covered
UBS Financial Services Inc. has agreed to pay $10.75 million in fines and restitution to settle Finra allegations that its advisers misled clients about the “principal protection” feature of a Lehman Brothers Holdings Inc. bond product sold a few months before that firm filed for bankruptcy.
Recognizing the critical role of real estate in clients' financial lives, advisers are finding different ways to incorporate real estate expertise into their practices.
If an investor can hang on during short-term periods of underperformance, it turns out the old buy-and-hold argument for well-managed mutual funds may be right after all. That's one of the key take-aways of research conducted by Robert W. Baird & Co. Inc.
Peter Kraus has worked for more than two years to stem client defections from investment manager AllianceBernstein LP
In the wake of last week's announcement by the Nasdaq OMX Group Inc. that it will re-balance the Nasdaq-100 Index for the first time in 13 years, portfolio managers are warning that investors could see greater volatility in technology stocks over the next few weeks
Stocks in U.S., Europe outpacing ermerging market equities for first time since 1998; 'skies are bluer'
Morningstar Inc. soon will begin ranking — and possibly even applying its popular star rating to — exchange-traded-fund model portfolios used by financial advisers, a first for the burgeoning industry
'Black Swan' author says steer clear of Treasuries, U.S. greenback; 'Euro has Germany, the dollar has nothing'
Emerging markets remain red-hot among investors, but rather than just making a broad sector bet, advisers should look for specific and strategic exposure to these economies as a way to minimize risk and take advantage of sweet deals.
