Investing

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Vanguard experiences technical problems during Wednesday sell-off
FINTECH OCT 11, 2018
Vanguard experiences technical problems during Wednesday sell-off

Some customers had a hard time accessing the mutual fund firm's website as stocks plunged.

Market slide awakens nervous investors, puts advisers back to work
MUTUAL FUNDS OCT 11, 2018
Market slide awakens nervous investors, puts advisers back to work

Some reach out to clients who need hand-holding, while others see decline as opportunity to drum up new business.

Market forecasters dissect the sell-off
EQUITIES OCT 11, 2018
Market forecasters dissect the sell-off

Stocks slide follows a very subdued third quarter

First-of-its-kind certification introduced for SRI investing
ESG OCT 10, 2018
First-of-its-kind certification introduced for SRI investing

The certification is for advisers who want added expertise in sustainable, responsible and impact investing.

Stocks slide deepens, with Dow off almost 600 points
EQUITIES OCT 10, 2018
Stocks slide deepens, with Dow off almost 600 points

Rising interest rates and renewed fears of trade war hit markets.

When investment performance is too good to be true
MUTUAL FUNDS OCT 10, 2018
When investment performance is too good to be true

Morningstar reported a Great-West Financial bond fund returned 7.1% in the third quarter— except it didn't.

Traders say bad day on Wall Street not a reason to panic
EQUITIES OCT 10, 2018
Traders say bad day on Wall Street not a reason to panic

Given the extent of the stock market's gains, the sell-off was 'slightly overdue'

Municipal bond slide may scare away key buyers
FIXED INCOME OCT 08, 2018
Municipal bond slide may scare away key buyers

In past downturns, individual investors have pulled money out of munis in droves

Fix boomers' ESG dilemma with bonds
ALTERNATIVES OCT 08, 2018
Fix boomers' ESG dilemma with bonds

Older investors have the lion's share of investible assets, but their age or need for current income could limit their interest in ESG equity investments.

True costs of an ETF lie far beyond its expense ratio
ETFS OCT 04, 2018
True costs of an ETF lie far beyond its expense ratio

In addition to explicit expenses, implicit and opportunity costs should be factored into which exchange-traded fund is chosen.

Treasury sell-off enters second day
FIXED INCOME OCT 04, 2018
Treasury sell-off enters second day

10-year note yield moves above 3.20% for the first time since 2011.

More big names in financial services enter the cryptocurrency world
ALTERNATIVES OCT 04, 2018
More big names in financial services enter the cryptocurrency world

TD Ameritrade and Ric Edelman are the latest to invest in digital asset companies.

MUTUAL FUNDS OCT 04, 2018
Tools of the Trade

Like stocks, ETFs are portfolios of holdings in which shares trade throughout the day—but there are key differences. Explore three levels of ETF liquidity.

Settlements at old Schorsch REIT could cost shareholders $730 million
ALTERNATIVES OCT 03, 2018
Settlements at old Schorsch REIT could cost shareholders $730 million

Accounting scandal from 2014 could wind up costing shareholders 75 cents per share, analyst says.

JB Investment Management joins RMB Capital
FIXED INCOME OCT 03, 2018
JB Investment Management joins RMB Capital

JB Investment Management helps RMB expand their fixed income offerings for clients.

New State Street tool helps advisers determine if clients want ESG investing
FINTECH OCT 02, 2018
New State Street tool helps advisers determine if clients want ESG investing

Asset manager hopes the Values Discovery Tool aids advisers' conversations about new investment strategies.

Stock market's blowout third quarter attracts retail investors
EQUITIES OCT 01, 2018
Stock market's blowout third quarter attracts retail investors

But Wall Street strategists are urging caution amid forecasts that profit growth will slow.

BlackRock is the winner and loser in this bond ETF fee fight
ETFS OCT 01, 2018
BlackRock is the winner and loser in this bond ETF fee fight

Cheaper corporate bond exchange-traded fund sees big inflows, while a similar BlackRock fund with higher expenses sees outflows

Masterworks is opening fine art investing to the masses
ALTERNATIVES SEP 27, 2018
Masterworks is opening fine art investing to the masses

Investors can buy into a Monet painting for $21.05 a share; a Warhol piece goes for $20 a share.

Cash comes into focus as interest rates continue ascent
RIAS SEP 26, 2018
Cash comes into focus as interest rates continue ascent

Yields on money market funds, short-term CDs and other cash accounts have risen as the Fed continues to raise interest rates, and this has big implications for advisers.