Results for "index funds"

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DOL head says fiduciary standard will happen

March 13, 2015

Department of Labor Secretary Thomas Perez expressed confidence Friday that his agency will be able to complete work on a rule to strengthen investment-advice standards for retirement accounts before the end of the Obama administration. “This...

At 85, Vanguard's John Bogle still fighting hard for index investing

March 12, 2015

Freezing rain is falling on the sidewalks at Vanguard Group's sprawling suburban campus outside Philadelphia, but it doesn't slow down company founder John C. “Jack” Bogle as he hustles from his office to the cafeteria for lunch. “This...

Schwab must face adviser's lawsuit after all: appellate court

March 9, 2015

Charles Schwab & Co. Inc. must face a lawsuit brought by a financial advisory firm accusing the firm of investing a bond-index fund's assets in risky mortgage debt before the financial crisis, a panel of U.S. judges said Monday. Northstar Financial...

Nasdaq Index: Then & Now

March 6, 2015

For starters, there were far fewer people using the Internet Source: Internet World Stats Also, Mark Zuckerberg was still in high school! Source: Forbes Cell phones have changed a lot too The best-selling cell phone Source: ZDNet The people...

Apple joining Dow could leave clients overexposed to tech giant

March 6, 2015

Investors and advisers who own shares of Apple Inc. (AAPL) cheered the news that it will soon be in the granddaddy of all stock indexes. But in all the hoopla, they may miss the fact that their portfolios could become overexposed to the tech...

Smart money moving to the sidelines as earnings signal flashes red

March 3, 2015

The leading indicator of corporate earnings says stocks are getting scary expensive, and it might be time to follow the so-called smart money to the sidelines. A similar story across the blue chip universe Bill Gross, 70, says he's in no big...

Vanguard tiptoes into the liquid alternatives market

March 3, 2015

The liquid alternative investments market has received an unlikely endorsement from low-cost indexing stalwart The Vanguard Group Inc. Some money managers and financial advisers say the fund giant's registration on Friday for the Vanguard Alternative...

BlackRock's iShares avoids trip to the Supreme Court

March 3, 2015

The U.S. Supreme Court has declined to intervene in a lawsuit against BlackRock Inc. by investors who said the company keeps too much of what it makes from lending securities held by its iShares ETFs. The court's decision Monday, which came...

Merrill Lynch tells its advisers to get some water

March 3, 2015

A top strategist at Bank of America Corp.'s Merrill Lynch unit is asking the firm's more than 14,000 financial advisers to consider an alternative asset to buoy sinking commodity returns: water. It may not be listed on the New York Mercantile...

Japanese stock funds reflecting long-awaited economic turnaround

March 2, 2015

As an investment destination, Japan has had such a tarnished reputation for so many years it might not be the first place investors think about when considering international diversification, but the performance numbers are beginning to look...

To improve portfolio diversification, look to technology

February 24, 2015

Today's market environment presents a host of challenges to advisers that necessitate embracing a new approach to portfolio construction — particularly when it comes to diversification — to improve client outcomes. The reality is that the...

Getting smarter investors to move beyond an “offense-only” approach

February 23, 2015

People who can be classified as members of the growing mass affluent group might be considered better informed and more sophisticated at planning their financial futures. They have achieved success through hard work, and they have invested wisely,...

BlackRock adds fuel to smart beta debate in push for exotic bond strategies

February 23, 2015

A new BlackRock Inc. fund being promoted as the money manager's first foray into bond-based “smart” beta is further blurring the hotly debated definition of a term that's driving advisers into exotic investment strategies. The world's largest...

Alternatives are earning their keep in 2015

February 10, 2015

The U.S. equity markets have calmed down since the rocky start to 2015, but as hedge fund indexes start rolling out January performance data, the numbers are showing how using alternatives to diversify makes sense. In a month that saw the S&P...

After Bill Gross, Pimco Total Return performance is back at the top

February 9, 2015

When it comes to performance, at least one influential third party says Pimco is back on top. At the end of January, Morningstar Inc. raised its star rating on Pimco Total Return's institutional share class, PTTRX, to the highest-possible mark,...

Fund managers warned on exotic ETFs

February 3, 2015

Smart beta, the increasingly popular index-investing strategy, is drawing fresh scrutiny from industry analysts and regulators who say new products need to be better tested before earning a place in investor portfolios. The funds, which straddle...

When underperforming the S&P 500 is a good thing

February 1, 2015

As financial advisers roll through annual client reviews, many will face the task of having to explain how their portfolio strategies so badly lagged the 13.7% gain by the S&P 500 Index last year. Fact is, a truly diversified investment portfolio...

Want to build a better portfolio? Consider smart beta strategies

February 1, 2015

There's no question that smart beta strategies have captured headlines as well as the attention of investors and advisers, but do they have a place in your clients' portfolios? And, more importantly, how might you adjust your asset allocation...

Smart beta booming despite a name everyone hates

February 1, 2015

Say what you will about smart beta, but, please, do not call it smart beta. With few exceptions, true believers in the fast-growing hybrid of active management and passive investing are adamant that the strategy in general needs a better name....

Vanguard warns advisers on stock risk in client portfolios

January 28, 2015

Investors are taking a level of risk not seen since 1999 and 2007, and financial advisers should restrain the impulse of clients to boost sagging returns. Martha G. King, who oversees Vanguard Group Inc.'s adviser-sales division, said investors...

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