Investing

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Morningstar picks up Hueler's stable value intel
RETIREMENT PLANNING FEB 03, 2020
Morningstar picks up Hueler's stable value intel

The data and ratings firm is acquiring an index and information service that could be of interest to retirement plan advisers

By the Numbers: Fund Flows
MUTUAL FUNDS FEB 01, 2020
By the Numbers: Fund Flows

The market for passive funds is on a tear, but is that the only market being impacted by the low-cost investing push? Will advisers continue to favor ETFs this year? InvestmentNews' George Moriarty looks at both

Why now is just the time for more  international investments
EQUITIES JAN 31, 2020
Why now is just the time for more international investments

Some advisers point to the recent lost decade for non-US equities as just the reason to go more global

Stevens led ICI through era of turbulent policy, strong growth in mutual funds
MUTUAL FUNDS JAN 29, 2020
Stevens led ICI through era of turbulent policy, strong growth in mutual funds

As he announces his retirement, Stevens defines the trade association’s hallmark during his tenure: ‘We try to bring facts to the table.’

Reporter's notebook: Inside look at Inside ETFs conference
ETFS JAN 29, 2020
Reporter's notebook: Inside look at Inside ETFs conference

Much ado about fees and nontransparent exchange-traded funds

State Street tells companies ESG moves no longer optional
ESG JAN 29, 2020
State Street tells companies ESG moves no longer optional

The asset manager says it is prepared to take voting action at companies in major stock indexes that are underperforming their peers on environmental, social and governance issues

Can nontransparent ETFs save active management?
MUTUAL FUNDS JAN 28, 2020
Can nontransparent ETFs save active management?

Asset managers have high hopes for the new type of wrapper, expected to hit the market in the next few weeks

FSI denounces ‘regulation by enforcement’ despite strong rebuke from SEC's Jackson
BROKER DEALERS JAN 28, 2020
FSI denounces ‘regulation by enforcement’ despite strong rebuke from SEC's Jackson

Group says Reg BI enforcement probably won’t draw same criticism as share-class crackdown

401(k) trading in 2019 hints at correction jitters
EQUITIES JAN 27, 2020
401(k) trading in 2019 hints at correction jitters

Retirement plan participants who traded in their accounts in 2019 largely moved out of stock funds and into fixed income

Low fees should serve as wake-up call for advisers
PRACTICE MANAGEMENT JAN 27, 2020
Low fees should serve as wake-up call for advisers

ETF conference drives home the point that advisers need to identify their value to clients

Asset managers lock horns over potential $7 trillion opportunity
ETFS JAN 27, 2020
Asset managers lock horns over potential $7 trillion opportunity

Big fund companies are competing to promote a new type of actively managed ETF

CFRA ups its game on ETF research
MUTUAL FUNDS JAN 27, 2020
CFRA ups its game on ETF research

New analysis uses machine learning for a closer look at underlying holdings

Keep sweep accounts clean and transparent
MUTUAL FUNDS JAN 27, 2020
Keep sweep accounts clean and transparent

Idle cash is a significant profit center for broker-dealers

Lincoln annuity seeks to ride TDFs' coattails
RETIREMENT PLANNING JAN 24, 2020
Lincoln annuity seeks to ride TDFs' coattails

Its new guaranteed-income annuity is the first to invest solely in target-date funds

‘Nontransparent’ ETFs coming soon, but do advisers care?
ETFS JAN 23, 2020
‘Nontransparent’ ETFs coming soon, but do advisers care?

Exchange-traded funds that don’t disclose their holdings daily will have big benefits and drawbacks

TIAA will offer HSA to its retirement plan clients
RETIREMENT PLANNING JAN 23, 2020
TIAA will offer HSA to its retirement plan clients

Accounts will offer TIAA and Nuveen mutual funds

Former baseball star Angel Pagan wins $1.7 million arbitration award against Merrill Lynch
WIREHOUSES JAN 22, 2020
Former baseball star Angel Pagan wins $1.7 million arbitration award against Merrill Lynch

Case revolved around investments in Puerto Rican bonds made by the former MLB star

Another major boost for ESG investing
RIAS JAN 21, 2020
Another major boost for ESG investing

MSCI rolls out principles of sustainable investing

Why advisers are slow to recognize the world moving toward ESG
ESG JAN 17, 2020
Why advisers are slow to recognize the world moving toward ESG

Wealth managers need education to learn differences between ESG and SRI

Active equity funds bled $41.4 billion in 2019: Morningstar
MUTUAL FUNDS JAN 17, 2020
Active equity funds bled $41.4 billion in 2019: Morningstar

In sixth straight year of net inflows, passive funds pulled in $162.8 billion