Displaying 258 results
Investors shying away from mutual funds
Investors are shifting away from mutual funds toward certificates of deposit, variable annuities and exchange traded funds, according to a study that will be released next month.
Greenback’s comeback may be over
Mutual funds and exchange traded funds that make dollar bets continued to turn in great returns last week despite concerns among some industry watchers that an eight-month U.S. dollar rally is winding down.
New index takes quantitative approach to sector plays
A financial advisory firm is betting that investors who use a quantitative formula — rather than emotion and panic — to move in and out of stocks will get through Wall Street's roller coaster ride with their pocketbooks largely intact.
Schwab dominates rivals in Citi survey of RIA custodians
Charles Schwab & Co. Inc., the pioneer of discount brokerage and the first broker to focus a business unit solely on independent investment advisers, appears to have proved once again that it pays to be first.
Custodians, RIAs to launch awareness campaign
Registered investment advisers who are frustrated with getting a blank stare when they tell potential clients that they are independent and not a broker-dealer, are being asked to unite around a new branding campaign called OneVoiceRIA.
New association to cater to ‘exceptionally wealthy’
There are already plenty of associations for wealthy individuals and family offices, but Angelo Robles, a Greenwich, Conn.-based consultant and former insurance executive, is betting that there is room for yet another.
Deflation is in the air, Putnam investment chief says
Inflation is no longer the nation's chief economic problem; it is deflation, according to Jeffrey L. Knight, deputy head of investments and chief investment officer at Putnam Investments of Boston.
Short-selling ban creates potential ETF quirk: Premiums and discounts
Investors trained to believe that exchange traded funds don't trade at premiums or discounts to their net asset value might be in for a surprise.
Investors clamor for ETFs in retirement account
Investors who maintain self-directed 401(k) accounts or individual retirement accounts are increasing their investments in exchange traded funds.
Infrastructure should be its own asset class, some argue
Companies involved in the operation of toll roads, airports and seaports represent a new asset class, according to some industry experts.
Grail poised to introduce actively managed ETFs
Grail Advisors LLC of San Francisco intends to enter the defined contribution market by offering actively managed, transparent equity exchange traded funds, said William Thomas, chief executive of the firm.
How to time ETF buying decisions
When you trade exchange traded funds, you can choose from two primary types of entries, depending on the chart pattern of the actual trade setup.
Critic charges that ETFs are ‘riddled’ with structural defects
They may be gaining in popularity, but exchange traded funds are far from the perfect product.
Improved regulatory climate helps propel ETFs’ growth
With new products emerging and a streamlined global regulatory regime on the horizon, the scope and popularity of exchange traded funds is growing.
Zero Alpha urges enforcement of fiduciary standards
The financial planning industry must step up its enforcement of required fiduciary standards to regain investor trust, say officials of the Zero Alpha Group.
College saving put on hold
Over a third of parents have slowed or stopped saving for their children's education as they struggle with higher food and energy costs, a survey from TD Ameritrade Holding Corp. suggests.
Interview with Bruce Bond
The exchange traded fund world got a little more exciting this year with the introduction of the first truly actively managed ETFs.
ETNs offer other choices
Exchange traded notes — close cousins to exchange traded funds — are starting to catch on with some financial advisers because they allow access to hard-to-reach markets.
Boom in ETFs seems to have ended
The boom in exchange traded funds appears to have come to an end.
ETF shakeout seen at hand
In the biggest shakeout thus far, 25 exchange traded funds already have closed this year, indicating that this fast-growing sector of the fund industry may be settling down.
