Jason Kephart

Jason was a reporter at InvestmentNews from 2011 to 2014, before moving on to work for Morningstar. Connect on Twitter: @jasonkephart

Jason Kephart
Displaying 186 results
INVESTING ALTERNATIVES FEB 11, 2014
Invesco makes a big push into alternatives

Six new liquid alternatives funds are part of firm's effort to help advisers handle risk.

INVESTING MUTUAL FUNDS FEB 11, 2014
Carlyle Group joins hedgies' rush into liquid alt mutual funds

Will launch two '40 Act funds to lure financial adviser business

INVESTING MUTUAL FUNDS FEB 11, 2014
KKR's first closed-end fund falls flat

Fund's go-anywhere mandate may be its silver lining.

INVESTING ETFS FEB 07, 2014
Companies start lining up floating-rate Treasury ETFs

WisdomTree Investments and State Street Global Advisors wasted no time getting ready to launch exchange-traded funds that will track the U.S. Treasury's latest innovation: floating-rate Treasuries.

INVESTING ETFS JAN 31, 2014
After pioneering mutual funds, MFS sets sights on new horizons

In partnership with SSgA, mutual fund giant dips toe into active-ETF arena.

INVESTING ALTERNATIVES JAN 30, 2014
Finra turns its ever-watchful eye on frontier funds

Finra turns its ever-watchful eye on frontier funds amid concern that risks are inadequately disclosed to retail investors.

In difficult circumstances, advisers in Boston soldier on
NEWS INDUSTRY NEWS JAN 30, 2014
In difficult circumstances, advisers in Boston soldier on

Workers in the financial advice business in the Boston area are coping with remarkably difficult circumstances.

Schwab turns to mobile app for electronic authorization
YOUR PRACTICE FINTECH JAN 28, 2014
Schwab turns to mobile app for electronic authorization

“We think of it as a bit of a game changer,” said Neesha Hathi, senior vice president of Advisor Technology Solutions at Schwab.

NEWS OPINION JAN 27, 2014
How to outperform using boring old index funds

Hint: You've always had it in you.

YOUR PRACTICE PRACTICE MANAGEMENT JAN 23, 2014
LPL tops breakaway brokers' bucket list

LPL Financial is the top destination for brokers who are thinking about leaving their current firms within the next two years, according to new research. How does the rest of the industry stack up?