Investing

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Fed signal sends advisers into fixed-income scramble
RIAS JUN 21, 2019
Fed signal sends advisers into fixed-income scramble

Prospect of the first interest-rate cut in 10 years has some advisers fearing recession.

Weatherbie team turns Alger fund into a top performer
MUTUAL FUNDS JUN 20, 2019
Weatherbie team turns Alger fund into a top performer

Portfolio manager Joshua Bennett tells InvestmentNews how the 'Weatherbie 50' helped the Alger SMid Cap Focus Fund find its groove.

Galvin plans sweep over pot-related investment fundraising
EMERGING MARKETS JUN 19, 2019
Galvin plans sweep over pot-related investment fundraising

Massachusetts securities cop sees uptick in marijuana-related fraud cases.

4 things to look for when picking an ESG manager
ESG JUN 19, 2019
4 things to look for when picking an ESG manager

The challenge is identifying which ESG products are leveraging meaningful data and analysis in a thoughtful way, consistent with the investor's philosophy.

Tax considerations when gifting stock
MUTUAL FUNDS JUN 19, 2019
Tax considerations when gifting stock

Before gifting stocks to friends and family, investors and advisors should consider the tax implications.

DoubleLine CEO Gundlach sees golden opportunity to hedge market risk
RIAS JUN 19, 2019
DoubleLine CEO Gundlach sees golden opportunity to hedge market risk

Slowing economy and a nervous Fed have advisers rethinking the controversial metal.

SEC exploring how to give more investors access to private placements
ALTERNATIVES JUN 18, 2019
SEC exploring how to give more investors access to private placements

Agency seeks comment on easing limits on eligibility, investment amounts.

Tapping into the anomaly of low-volatility investing
RIAS JUN 18, 2019
Tapping into the anomaly of low-volatility investing

Such strategies challenge the principles of risk and reward.

ETF traders push back against proposal for bond reporting lag
ETFS JUN 17, 2019
ETF traders push back against proposal for bond reporting lag

Reducing transparency around corporate debt transactions could raise risks for ETF traders and boost costs for investors.

Target-date fund design may be wrong for retirees
RETIREMENT PLANNING JUN 17, 2019
Target-date fund design may be wrong for retirees

Researchers suggest the funds don't adequately hedge against sequence-of-returns risk in retirement.

Fidelity's National Financial raises more questions about GPB private placements
ALTERNATIVES JUN 17, 2019
Fidelity's National Financial raises more questions about GPB private placements

No clear value to GPB securities puts them at odds with firm's policy over alternative investments.

Wealthy families are adding forests to their portfolios
ALTERNATIVES JUN 17, 2019
Wealthy families are adding forests to their portfolios

Bank of America's Specialty Asset Management group manages $13.6 billion for individuals and institutions looking for timberland, farms, ranches, energy interests, or real estate.

BlackRock: Focus on ETF quality, rather than cost
ETFS JUN 13, 2019
BlackRock: Focus on ETF quality, rather than cost

Asset manager plans to roll out thematic funds based on five 'megatrends.'

Fixed-income focus: Beware ending up with the 'ultra-short' straw
OPINION JUN 12, 2019
Fixed-income focus: Beware ending up with the 'ultra-short' straw

Given the changing outlook on Federal Reserve rate moves, fixed-income decisions taken last year warrant a rethink.

As market indicators go, the president trumps everything
RIAS JUN 06, 2019
As market indicators go, the president trumps everything

Quantifying news reports about Trump can help predict where markets are heading.

FINTECH JUN 06, 2019
Robo offers SRI portfolios supporting racial justice

OpenInvest will overweight companies with a track record of improving racial equality while avoiding those that harm minority communities.

Price war expands as Fidelity cuts fees for target-date funds
MUTUAL FUNDS JUN 05, 2019
Price war expands as Fidelity cuts fees for target-date funds

Total net expenses for 21 of firm's 22 index funds will be lower than that of similar Vanguard Group products.

'Dumb money' in ETFs isn't so dumb after all
PRACTICE MANAGEMENT JUN 05, 2019
'Dumb money' in ETFs isn't so dumb after all

Retail investors have put money into the market every month since Trump was elected, ignoring trade tensions, the Mueller investigation and a host of other issues.

ETFs now used by 88% of advisers, FPA survey finds
FINTECH JUN 04, 2019
ETFs now used by 88% of advisers, FPA survey finds

Clients interested in marijuana/cannabis stocks, cryptocurrencies and ESG/socially responsible investing

FS Investments and KKR merging more BDCs
ALTERNATIVES JUN 04, 2019
FS Investments and KKR merging more BDCs

This time, the managers are combining four nontraded BDCs into one $9 billion company.