Investing

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$4 trillion rally in S&P 500 has buyers flooding world's largest ETF
ETFS APR 15, 2019
$4 trillion rally in S&P 500 has buyers flooding world's largest ETF

The SPDR S&P 500 ETF saw more than $5.6 billion in inflows last week.

Sales of unregistered securities are a growing problem that's harming investors — and the industry
ALTERNATIVES APR 13, 2019
Sales of unregistered securities are a growing problem that's harming investors — and the industry

The practice is giving the industry a black eye — so what can financial advisers do to stop it?

There are big benefits to investing in family-controlled businesses
ESG APR 12, 2019
There are big benefits to investing in family-controlled businesses

Investing in a family company takes patience and faith, but the payoff is worth it.

A digital twist on investing in rare collectibles
ALTERNATIVES APR 12, 2019
A digital twist on investing in rare collectibles

Investors can buy shares of automobiles and artwork without actually owning a physical car or painting.

6 big takeaways from Larry Fink's letter to shareholders
MUTUAL FUNDS APR 12, 2019
6 big takeaways from Larry Fink's letter to shareholders

BlackRock's chairman and CEO thinks returns are tougher to find, the retirement crisis looms large and asset managers are far too focused on the short term.

SEC cracks down on ETF names that could be misleading
ETFS APR 12, 2019
SEC cracks down on ETF names that could be misleading

More than a third of thematic exchange-traded funds that started last year tweaked their names during the regulator's approval process.

Who benefits the most from non-transparent ETFs?
MUTUAL FUNDS APR 12, 2019
Who benefits the most from non-transparent ETFs?

Look past the opaqueness of the portfolio and think of them as better than mutual funds.

Betterment adds Dimensional Fund Advisors to its adviser robo
FINTECH APR 11, 2019
Betterment adds Dimensional Fund Advisors to its adviser robo

Advisers will still need to get DFA's approval to access its mutual funds.

You won't believe how some advisers are hedging market risk
RIAS APR 11, 2019
You won't believe how some advisers are hedging market risk

As the risk of a recession and market pullback mounts, some advisers taking risk completely off the table.

BlackRock wages secret fee war for junk-debt ETF investors
ETFS APR 09, 2019
BlackRock wages secret fee war for junk-debt ETF investors

State Street and DWS Group have also quietly cut fees on high-yield bond ETFs.

Clayton wants retirement investors to have more access to private funds
ALTERNATIVES APR 09, 2019
Clayton wants retirement investors to have more access to private funds

SEC chairman indicates desire to modify accredited investor standard.

ETF that doesn't reveal its assets poised to get SEC OK
ETFS APR 09, 2019
ETF that doesn't reveal its assets poised to get SEC OK

Precidian Funds has been waiting four years for the agency's approval

FAANGs' $800 billion rally has retail investors calling it quits
EQUITIES APR 08, 2019
FAANGs' $800 billion rally has retail investors calling it quits

As Mom and Pop abandon the big tech companies, many are buying cannabis companies.

Consider the alternative
ALTERNATIVES APR 08, 2019
Consider the alternative

Why alternative investments have a place in your clients' portfolios.

Factor investing gets a reboot as ebbing demand bites at ETFs
ETFS APR 05, 2019
Factor investing gets a reboot as ebbing demand bites at ETFs

ETF providers are trying to woo investors with all-in-one funds that pull together several factors.

Morningstar improving bond fund data reporting
MUTUAL FUNDS APR 04, 2019
Morningstar improving bond fund data reporting

The change could impact how advisers construct fixed-income portfolios for clients.

Active managers stumble in March after hot start to 2019
MUTUAL FUNDS APR 03, 2019
Active managers stumble in March after hot start to 2019

Their poor showing threatens to choke off the opportunity for active management to reassert itself after the market's meltdown late last year.

Alternative strategies earn their keep over six months of market extremes
RIAS APR 03, 2019
Alternative strategies earn their keep over six months of market extremes

The key is looking beyond the broad category averages to focus on portfolio managers and the investment process

Looking beyond the S&P 500: Time to refresh portfolios, benchmarks
EQUITIES APR 03, 2019
Looking beyond the S&P 500: Time to refresh portfolios, benchmarks

Investors should broaden their focus beyond large caps, and advisers should ensure that their clients benchmark their portfolios correctly.

How mid-cap growth funds owned the first quarter
RIAS APR 02, 2019
How mid-cap growth funds owned the first quarter

Investors who stayed put during the fourth-quarter market meltdown were rewarded by mid-cap managers.