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Legislation re-introduced in House to expand pool of accredited investors

October 21, 2019

Legislation that would allow more investors to purchase unregistered securities faces some of the same legislative obstacles that stymied last year's measure. Reps. French Hill, R-Ark., and David Schweikert, R-Ariz., introduced the Fair Investment...

Uncovering yield in emerging markets not for the faint of heart

October 18, 2019

Katherine Renfrew is the lead portfolio manager of the $530 million TIAA-CREF Emerging Markets Debt Fund (TEDNX), which has a five-star rating from Morningstar and has been a top percentile performer over the past 1-, 3-, and 5-year periods....

What Schwab's fractional shares announcement means for advisers

October 18, 2019

Charles Schwab Corp. will soon let investors buy and sell fractions of equities on its digital brokerage, the Wall Street Journal reported Thursday. As Schwab looks beyond no-fee trading, it feels fractional shares will further expand access...

Passive proliferation slows, with 770,000 indexes scrapped in 2019

October 16, 2019

The seemingly inexorable march of passive investing looks to have hit a roadblock. The number of indexes around the world fell more than 20%, to 2.96 million, in 2019 as benchmark providers scrapped some of their gauges, according to a new report...

Why are fixed indexed annuities primed for growth?

October 16, 2019

Fixed indexed annuities, also referred to as equity indexed annuities, have been a hot button issue for decades now. But FIAs have also been widely misunderstood by investors, advisers and regulators, often being confused with variable annuities....

Bill Gross: The Fixx

October 15, 2019

Bill Gross, the fund manager known as the Bond King, has launched a new website that has an archive with some of his investment outlooks from the last four decades, as well as the new investment outlook below: "How low can you go?" has been...

Pershing and Fidelity making it easier for advisers to use model portfolios

October 14, 2019

Custodians are introducing new technology to make it easier for financial advisers to use model investment portfolios with clients. BNY Mellon Pershing announced on Monday a new digital portal for managing and delivering model portfolios, while...

Advisers should bring up ESG with clients, before they ask

October 12, 2019

Not so long ago, analyzing investments through the lens of environmental, social and governance criteria was considered a fringe practice that appealed to a very small segment of the investing public. [More: Why aren't advisers warming up to...

Ken Fisher barred from Tiburon Events, apologizes for offensive comments

October 10, 2019

Two days after billionaire Ken Fisher made a series of offensive comments at an event that were condemned by attendees, he now says he's really sorry. [More: Ken Fisher's crude comments drag Tiburon CEO Summit into the mud] "Some of the words...

How often should an advisor rebalance ETF portfolios?

October 10, 2019

Periodic portfolio rebalancing is an accepted and recommended tool in modern financial planning. Its purpose, of course, is to maintain the allocation that an advisor and client determine to be optimal in reaching agreed-upon investment goals....

IRS releases new guidance on cryptocurrency

October 9, 2019

Cryptocurrency holders know more about what the Internal Revenue Service expects to see on their tax returns, thanks to new guidance from the agency. [More:​ IRS takes on cryptocurrencies] The IRS released a ruling and a question-and-answer...

Gold ETFs post longest run in a decade

October 9, 2019

As global tensions escalate and signs of a slowdown mount, more investors are turning to gold. Worldwide holdings in bullion-backed exchange-traded funds have expanded for 17 days in a row, the longest run of inflows since 2009. The total stash...

SEC probing compensation, sales practices in 403(b) plans for school districts

October 8, 2019

The Securities and Exchange Commission appears to be launching a broad investigation of compensation and sales practices in defined-contribution plans for school districts, an atypical move that targets a segment of the market frequently lambasted...

Why Bill Simonet is helping his fellow veterans

October 8, 2019

Bill Simonet is on a mission. The former Marine, who served two tours of duty in Iraq, is committed to helping veterans better manage their financial affairs through his Simonet Financial Group, a registered investment adviser located in Kyle,...

Barclays offers first zero-fee ETNs

October 8, 2019

Barclays is opening a new front in a brutal price war between asset managers. The British bank is starting the first no-fee exchange-traded notes in the U.S., joining a growing number of institutions that are offering investors their products...

RIAs: Seize this moment to invest in talent

October 7, 2019

The advisory business has experienced phenomenal expansion in recent years, a testament to the shift toward a fiduciary standard that's been driven by changing investor preferences. Yet, even firms that are achieving healthy top-line growth...

ARCP class action investors get 50 cents on the dollar: Attorneys

October 7, 2019

The $1 billion settlement last month between investors and the real estate investment trust formerly known as American Realty Capital Properties Inc. included an unusually large recovery for the claimants of close to fifty cents on the dollar,...

401(k) plans lag in ESG investing

October 5, 2019

American investors have been pouring money into funds focused on environmental and social good, but among those investors has been one notable exception: participants in workplace retirement plans. But this is likely to change according to experts,...

Spotlighting sustainability

October 5, 2019

Bee Rescuer Amit Godse, founder of social enterprise Bee Basket, strives to save the world by saving the bees, one of the planet's most laborious and under appreciated insects. Country of origin: India Country of filming: India Director: Bidit...

Green bond market just getting started

October 5, 2019

The $50 trillion global bond market might be more than three times the size of the global equity market, but when it comes to adopting environmental, social and governance strategies, the fixed-income market is just getting started. A lack of...

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