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Gonze: It’s time to buy munis
The recent wave of panic sweeping across the municipal bond market is creating buying opportunities for professional money…
It’s a bond picker’s market – bubble or not
High levels of correlation in the U.S. stock market have made picking individual stocks increasingly difficult. Recent studies indicate that about 80% of price action in the majority of widely traded stocks is closely correlated to a related index.
Muni bond drubbing no surprise, advisers say
Some advisers aren't surprised to see the municipal bond market getting clobbered
Will 12(b)-1 plan fizzle without champion?
Buddy Donahue -- the 'driving force' behind the SEC proposal on fund fees -- is leaving the agency. The upshot? The final rule may look a whole lot different than the current model.
Framework for appropriate disclosure on munis is needed
The following are remarks delivered by Securities and Exchange Commission member Elisse B. Walter on Sept. 21 in San Francisco at the SEC's inaugural hearing on the state of the municipal-securities market
Accounting proposal tilts field in favor of index funds
New accounting standards proposed by the Financial Accounting Standards Board would give index funds a substantial advantage over actively managed funds, observers contend
ICI’s Stevens talks about retirement income
The following are abbreviated remarks prepared by Paul Schott Stevens, president and chief executive of the Investment Company Institute, which were delivered Sept. 14 before the Labor and Treasury departments' joint hearing on lifetime income
An overview of SMA performance in the second quarter
The second quarter opened up with high hopes and generally positive expectations for the remainder of the year. As noted last quarter, there was a wide variety of opinions on the strength of the recovery but a strong majority believed a recovery was in fact under way.
ICI extends reach with global launch
London calling: Fund advocacy group sets up international body in the U.K.
For trade groups, lobbying pays
For careerists in financial-trade-group management, heading a lobbying organization backed by huge corporate interests appears to be a more lucrative route to success than serving and educating financial advisers.
California muni investors trim holdings
Financial advisers with clients in California are increasingly recommending a cutback in exposure to the Golden State's tax-exempt bonds.
SEC to require money funds to disclose shadow NAVs
Money market funds will have to disclose on a delayed basis their fluctuating “shadow” net asset values rather than their $1-per-share value, thanks to a rule that the SEC adopted last week.
Senate bill stirs retirement plan lobby
Financial advisers and service providers working with retirement plans are trying to avert the possibility of coming under greater regulation by an existing or new government agency.
ICI, kaChing in smack-down over fund fees
The Investment Company Institute has slammed assertions kaChing Group Inc. made regarding mutual fund fees, continuing an online sparring match between the two.
ICI slammed over target date defense
The BrightScope 401(k) plan ratings service is skewering the Investment Company Institute over its defense of target date funds.
BrightScope slams the ICI’s defense of target funds
The BrightScope 401(k) plan ratings service is skewering the Investment Company Institute over its defense of target date funds.
Build America Bonds look poised to extend their big 2009 run
Once you get past the uneasy concept of lending money to fiscally challenged state and local governments, there…
Coming soon: A trade group just for ETFs
The founder of the No-Load Mutual Fund Association — now The Mutual Fund Education Alliance — hopes to announce the creation of a new organization representing exchange-traded funds next month.
ICI wants money funds to bankroll redemption backstop
Proposed entity would be capitalized by the prime-money-market-fund industry.
Amended bill targets pre-sale disclosure rules
The Securities and Exchange Commission would be instructed to study whether pre-sale disclosures should be required for all products sold to retail investors under a provision of financial services regulatory-reform legislation likely to be approved this week by the House Financial Services Committee.
