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ESG funds saw inflows in first quarter
ESG MAY 08, 2020
ESG funds saw inflows in first quarter

That compares with the outflows registered by mutual funds overall, according to Morningstar

Money funds holding record assets fret as yields head lower
MUTUAL FUNDS MAY 08, 2020
Money funds holding record assets fret as yields head lower

The funds face the challenge of declining rates as their assets hit $4.77 trillion amid the flight to safety

Schwab to begin offering fractional shares in June
EQUITIES MAY 07, 2020
Schwab to begin offering fractional shares in June

The program aims to attract younger investors, with the minimum investment set at $5

Invesco to repay $105 million to correct botched index fund rebalancing
EQUITIES MAY 06, 2020
Invesco to repay $105 million to correct botched index fund rebalancing

A delay caused by the COVID-19 pandemic triggered a costly mix-up

Investors should head for credit rather than cash: UBS Wealth
EQUITIES MAY 06, 2020
Investors should head for credit rather than cash: UBS Wealth

The firm suggests buying U.S. and emerging market debt and averaging into select stock sectors

Big US stock traders get SEC OK to start own exchange
EQUITIES MAY 05, 2020
Big US stock traders get SEC OK to start own exchange

Heavyweights backing Members Exchange, which include Morgan Stanley, hope the venture will reduce the cost of market data

COVID-19 helps drive record-level ESG bond issuance
ESG MAY 05, 2020
COVID-19 helps drive record-level ESG bond issuance

Environmental, social and governance bond issuance increased 272% in April from a year ago

Addepar rolls out app for trading hedge fund, PE investments
ALTERNATIVES MAY 05, 2020
Addepar rolls out app for trading hedge fund, PE investments

The tool is designed for family offices and RIAs looking for more liquidity in assets that are typically hard to buy and sell

New York Fed to begin buying ETFs in ‘early May’
MUTUAL FUNDS MAY 04, 2020
New York Fed to begin buying ETFs in ‘early May’

The Fed's two corporate lending programs could buy up to $750 billion in debt and exchange-traded funds

Muni market has stabilized since the pandemic jolt, but don't skimp on credit check
FIXED INCOME MAY 04, 2020
Muni market has stabilized since the pandemic jolt, but don't skimp on credit check

Fed steps up with monetary support; experts want Congress to provide more fiscal backing

Navigating private real estate investments amid COVID-19
ALTERNATIVES MAY 04, 2020
Navigating private real estate investments amid COVID-19

The pandemic has put real estate valuations on hold for now

Stock traders should heed the lessons of the 1930s
OPINION MAY 01, 2020
Stock traders should heed the lessons of the 1930s

Last month's rebound in equities is likely to be just a blip in a longer-term market decline

Junk-bond ETFs add most assets since 2015
MUTUAL FUNDS APR 30, 2020
Junk-bond ETFs add most assets since 2015

The news that the Fed was willing to buy some high-yield debt has made investors more comfortable about buying

By the Numbers: ETF flows
MUTUAL FUNDS APR 30, 2020
By the Numbers: ETF flows

InvestmentNews Chief Content Officer George Moriarty looks at why investors are throwing billions into leveraged ETFs

Wealthy shielded billions with Trump tax break
ALTERNATIVES APR 30, 2020
Wealthy shielded billions with Trump tax break

Opportunity zone funds have taken in over $10 billion, and more than $3 billion of that was invested since January

SoFi waives ETF fees for a second year
ETFS APR 29, 2020
SoFi waives ETF fees for a second year

The digital finance platform banks on zero-fee bait to attract young consumers

Will B-Ds sidestep disaster by cutting real estate investments?
ALTERNATIVES APR 29, 2020
Will B-Ds sidestep disaster by cutting real estate investments?

The economy is largely shut down, making it difficult to determine the value of commercial real estate

Financial industry groups seek SEC rule on 12b-1 fee disclosure
RIAS APR 29, 2020
Financial industry groups seek SEC rule on 12b-1 fee disclosure

Investor advocates: Common sense and the Investment Advisers Act require the disclosure of higher-fee funds

Richest investors waiting for dip to buy stocks
EQUITIES APR 29, 2020
Richest investors waiting for dip to buy stocks

Just 30% of U.S. investors were optimistic about the outlook for their own economy, versus 55% of Asian investors, according to a UBS survey

Private equity firm takes majority stake in Docupace
ALTERNATIVES APR 28, 2020
Private equity firm takes majority stake in Docupace

In the wake of FTV Capital's investment, David Knoch of 1st Global has been named CEO of Docupace