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Active managers fall further behind indexes

August 23, 2018

Fewer stock pickers are beating their indexes, with value managers among the worst performers. Just 36% of actively managed stock funds topped indexes in the year through June, down from 43% in 2017, according to a Morningstar Inc. report. Pickers...

Historic bull market has advisers rethinking risk

August 23, 2018

With the U.S. stock market officially qualifying as the longest bull market in history earlier this week, financial advisers are rolling up their sleeves for what comes next. The market's relatively unabated rally since March 2009, which has...

Fund industry limits C-share investing, cutting 12b-1 fee income for advisers

August 23, 2018

The great share-class migration that has been building this year is starting to unfold, representing a significant pay cut for advisers relying on beefy 12b-1 fees for predictable income streams. Over the next few months, several fund companies...

Finra arbitrators order Pennsylvania brokerage to pay client $1 million in damages

August 23, 2018

Financial Industry Regulatory Authority Inc. arbitrators ordered Pennsylvania-based Trustmont Financial Group Inc. to pay a client more than $1 million in damages. James E. Grimes accused Trustmont, headquartered in Greensburg, Penn., of breaching...

Dollar weakens on Trump remarks about Fed interest-rate hikes

August 21, 2018

The dollar dropped with Treasuries early Tuesday after President Donald J. Trump criticized Federal Reserve interest-rate hikes. U.S. equity futures tracked gains in Europe and Asia, setting the scene for a potential S&P 500 record. Contracts...

JPMorgan offer of free trades hits discount brokerages

August 21, 2018

The biggest U.S. bank is joining an escalating battle for retail investors, and the news hit discount brokerages hard. JPMorgan Chase & Co.'s plan to roll out a mobile brokerage platform next week that includes free research and some free trading...

Understanding client values builds deeper relationships

August 21, 2018

Often when advisers meet with clients or prospects, they spend the majority of the time discussing portfolio construction, risk-adjusted rates of return and other minutiae that make the average person's eyes glaze over. Since technology has...

SEC charges cold-caller, his firm with defrauding investors who bought penny stock

August 21, 2018

The Securities and Exchange Commission charged Eric P. Lesak and Global Research in Pennsylvania and New York with securities fraud. They promoted shares of a penny stock company, Axiom Holdings Inc., resulting in losses of more than $2.3 million....

The 4 biggest risks for U.S. equity investors

August 20, 2018

In recent weeks, U.S. stock markets have moved up and down in response to issues that go well beyond the traditional direct drivers of economic growth and corporate earnings. These "known unknowns," to borrow a phrase from former Defense secretary...

SEC forces cities, states to reveal bank loans

August 20, 2018

The Securities and Exchange Commission moved to require states and local governments to disclose bank loans and privately placed debt, seeking to address concerns that bondholders are being left in the dark about a fast-growing segment of public...

HighTower on prowl for new CEO, Weissbluth to become chairman

August 20, 2018

Elliot Weissbluth is stepping down as CEO of HighTower Advisors and moving into the role of chairman as soon as the Chicago-based RIA consolidator hires a replacement. The leadership change comes less than a year after HighTower sold a majority...

Equity ETFs ranked by second quarter performance

August 18, 2018

Ranked by quarterly returns Name/ticker 3-month return 1-year return Net assets ($M) Expense ratio* 3-month average daily volume 1 Invesco Dynamic Energy Exploration & Prod ETF (PXE) 27.97% 43.74% $98.70 0.80% 51,655 2 First Trust NASDAQ Oil...

Fixed-income ETFs ranked by second quarter performance

August 18, 2018

Ranked by quarterly returns Name/ticker 3-month return 1-year return Net assets ($M) Expense ratio* 3-month average daily volume 1 Invesco DB US Dollar Index Bullish Fund (UUP) 5.72% 0.98% $509.30 0.75% 1,227,490 2 WisdomTree Bloomberg US Dollar...

Trump wants SEC to look at axing quarterly earnings reports

August 17, 2018

President Donald Trump said he's asked the Securities and Exchange Commission to study ending quarterly reporting for U.S. businesses in order to ease regulations and spur growth. "In speaking with some of the world's top business leaders I...

Money managers prep for $1.5 trillion in corporate cash

August 17, 2018

The biggest U.S. asset managers are going head-to-head to win a piece of a $1.5 trillion corporate cash comeback. That's the sum companies are expected to bring onshore under the U.S. tax overhaul passed last year, according to Invesco estimates....

Betterment introduces investor solution for rising interest rates

August 17, 2018

Betterment has a new, low-risk portfolio aimed at helping clients take advantage of rising interest rates. The new Smart Saver feature, quietly announced on the robo adviser's blog, lets Betterment investors move extra cash sitting in checking...

Cerulli to take over MMI's data platform

August 16, 2018

Cerulli Associates, the Boston-based research firm, will be taking over the investment advisory solutions data platform of the Money Management Institute, the two said in a press release. The transition, which will occur over the next several...

Bull run that has taken U.S. equities to record highs may be nearing peak

August 14, 2018

The bull run that has taken U.S. equities to record highs this year may be about to reach its peak, according to the latest survey of fund managers by Bank of America Merrill Lynch. Allocations to U.S. stocks jumped 10 percentage points this...

SEC charges two firms in municipal bond 'flipping' scheme

August 14, 2018

The U.S. Securities and Exchange Commission alleged that two firms committed fraud by snapping up municipal bonds floated in new debt offerings and quickly unloading them for a profit. The agency Tuesday alleged that from at least 2009 to 2016,...

Malaysia ETF draws most cash since 2011 even as Turkey roils emerging markets

August 13, 2018

Looking for contagion from Turkey's economic crisis? You won't find it in Malaysia. The Southeast Asian nation's stock market surged into overbought territory last week and the sole U.S.-listed exchange-traded fund tracking the measure attracted...

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