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How to get investors excited about ESG ETFs

September 18, 2018

Let's be honest: Exchange-traded funds that focus on environmental, social and governance have been a giant dud. They only have about $6 billion in assets, or just 0.2% of all money invested in ETFs, despite to-die-for PR that eludes most categories....

Advisers warn against fleeing stocks in favor of bonds

September 17, 2018

Investors continue to favor fixed-income strategies over equities, which is contrary to what most financial advisers consider prudent at this point in the market cycle and suggests investors are anxious. The latest data from ETF.com show that...

Do-it-yourself deals are all the rage among rich investors

September 14, 2018

The champagne was flowing at a Hamptons gathering last month for members of Tiger 21, an investment club for the ultrawealthy. After some schmoozing, talk turned to a hot topic: do-it-yourself deal-making. Some attendees invested directly in...

Stocks are doing OK. Asset managers' stocks? Not so much

September 14, 2018

The U.S. stock market is having another solid year. You wouldn't know it by looking at the shares of companies that manage money. The S&P index of 18 asset managers and custody banks is down almost 11% this year, compared with a gain of more...

Fidelity CEO says zero-fee funds aimed at attracting new customers

September 14, 2018

Fidelity Investments CEO Abigail Johnson said the company's decision to launch a series of no-fee mutual funds had a simple rationale: Bring in new customers. "The objective was to lower the friction and get more people to try Fidelity," Ms....

Bill Gross chooses to load up on futures, generates big losses

September 13, 2018

​ Bill Gross leveraged up his bond fund through the use of futures during the first half of this year, only to suffer big losses on those tied to interest rates. Gross, who as manager of the Janus Henderson Global Unconstrained Bond Fund has...

10 years later, advisers still shudder recalling the financial crisis

September 13, 2018

When the 2008 financial crisis is documented by historians and market watchers, it's often pegged to Lehman Brothers' record-setting $691 billion bankruptcy. But for financial advisers the overall bear market period between 2007 and 2009 is...

Fidelity launches two more zero-fee funds

September 13, 2018

Fidelity Investments said it will start two additional zero-expense-ratio mutual funds, stepping up its push to lure cost-conscious individual investors. The Fidelity Zero Large Cap Index Fund and the Fidelity Zero Extended Market Index Fund...

9 lessons from the global financial crisis

September 13, 2018

A lesson learned should lead to meaningful changes by individuals and institutions. That has largely been the case in the decade since the financial crisis almost tipped the global economy into a prolonged depression that would have devastated...

Galvin investigating 63 broker-dealers selling private placements from GPB Capital

September 12, 2018

Massachusetts Secretary of the Commonwealth William Galvin announced a sweeping investigation Wednesday into 63 broker-dealer firms selling private placements from GPB Capital Holdings. The Massachusetts Securities Division, which Mr. Galvin...

BB&T fined $100,000 for failing to disclose wrap-fee conflicts

September 11, 2018

The Securities and Exchange Commission has fined BB&T Investments $100,000 for failing to disclose to clients certain conflicts of interest related to the sale of wrap-fee programs to banking customers. The suit states that from March 2012 through...

Life insurance is not for saving

September 11, 2018

Stop buying life insurance as a savings strategy. Stop buying it as a tax-deferral vehicle for retirement savings. Stop spending thousands of dollars a month on life insurance premiums, at least until you read the rest of this column. Life insurance...

InvestmentNews debuts impact investing documentary at the UN

September 11, 2018

As women and millennials lead the charge on impact investing, financial advisers are learning how to have conversations with clients on the subject. InvestmentNews debuted a documentary short at the 2018 Sustainable Investing Conference at the...

Warburg Pincus invests $33 million in new hybrid robo

September 10, 2018

This summer's consolidation of robo-advisers isn't stopping new money from flowing into hopeful startups. Warburg Pincus is leading a $33 million investment in Facet Wealth, a new company that believes its unique growth strategy will avoid the...

How do you spell investor relief in a bear market? E-T-Fs

September 8, 2018

Nine years into a bull market with rocketing growth in stocks like Amazon and Apple, investors are wary of equities. Providers of exchange-traded funds have played to that sentiment by rolling out ETFs that attempt to protect investors from...

Slow down! Lessons from a flash crash

September 8, 2018

A little over three years ago — Aug. 24, 2015 — the S&P 500 plunged 5.3% in just a few minutes. The flash crash spooked stock investors, but it was particularly terrifying for investors in exchange-traded funds: iShares Select Dividend ETF...

Galvin orders SII to pay restitution on nontraded REIT sales

September 7, 2018

Massachusetts Secretary of the Commonwealth William Galvin banged away Friday on another independent broker-dealer for sales of nontraded real estate investment trusts, this time ordering SII Investments Inc. to pay money back to clients who...

Active fixed-income management makes sense now more than ever

September 7, 2018

Cracks are beginning to appear in the case for passive investing, especially in the fixed-income world. Morningstar data show that the majority of actively managed bond funds in the intermediate-term bond category outperformed their passive...

TD Ameritrade adds socially aware portfolios to retail robo adviser

September 7, 2018

TD Ameritrade is adding five new "socially aware" portfolios to Essential Portfolios, the company's retail robo-adviser. The portfolios will offer ETFs with environmental, social and governance (ESG) factors, as assessed by the Morgan Stanley...

SEC-registered advisers continue riding the fee-based wave

September 6, 2018

Wealthy clients may represent the crown jewel for financial advisers, but regular earners still make up the overwhelming majority of clients being served across the financial planning industry. According to the 2018 Evolution Revolution report,...

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