Investing

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BlackRock, Thomson Reuters launch new diversity and inclusion ETF
ALTERNATIVES SEP 24, 2018
BlackRock, Thomson Reuters launch new diversity and inclusion ETF

Index fund aims to go beyond single issues like gender and race to capture a broader spectrum of ESG initiatives.

Bank-heavy ETFs see brisk demand amid rising interest rates
ETFS SEP 24, 2018
Bank-heavy ETFs see brisk demand amid rising interest rates

A steeper yield curve can help banks earn more on the money they lend out.

LPL video about private equity looks like a swipe at Cetera
ALTERNATIVES SEP 21, 2018
LPL video about private equity looks like a swipe at Cetera

Recruiting video warns about potential consequences for advisers when a PE firm buys a broker-dealer.

Invesco said to be in talks to purchase OppenheimerFunds
MUTUAL FUNDS SEP 21, 2018
Invesco said to be in talks to purchase OppenheimerFunds

MassMutual's sale of the unit has been estimated to fetch $5 billion.

Calls mount for investors to sell high-yield munis
FIXED INCOME SEP 20, 2018
Calls mount for investors to sell high-yield munis

The return this year on high-yield state and government debt is about twice that on corporate junk bonds.

Prime money market funds stage a comeback
MUTUAL FUNDS SEP 20, 2018
Prime money market funds stage a comeback

Higher rates are luring investors back to the funds, which saw a mass exodus just a couple of years ago.

Former CEO of AllianceBernstein raises $4 billion to launch fund company
MUTUAL FUNDS SEP 20, 2018
Former CEO of AllianceBernstein raises $4 billion to launch fund company

New fund company will link manager pay and investor fees to fund performance.

Advisers struggle with the highs and lows of marijuana investing
EQUITIES SEP 20, 2018
Advisers struggle with the highs and lows of marijuana investing

Now that it has become the investment trend du jour, advisers are cautioning clients not to expect to get rich quick on a product that is still illegal at the federal level.

Investors pour money into ETF ahead of index reorganization
ETFS SEP 19, 2018
Investors pour money into ETF ahead of index reorganization

Impending change benefits State Street's communications exchange-traded fund.

Bank of America to sell alternative operations with $20 billion to iCapital
ALTERNATIVES SEP 19, 2018
Bank of America to sell alternative operations with $20 billion to iCapital

The operations for feeder funds pool client money to invest in hedge funds and private equity.

Seeking small-cap value in a momentum-driven market
EQUITIES SEP 18, 2018
Seeking small-cap value in a momentum-driven market

Fed moves are among the factors that could put an end to the rally in small caps.

How to get investors excited about ESG ETFs
ESG SEP 18, 2018
How to get investors excited about ESG ETFs

Funds focused on socially responsible investing hold just 0.2% of all ETF assets, but there are steps providers can take to rev up interest.

Advisers warn against fleeing stocks in favor of bonds
EQUITIES SEP 17, 2018
Advisers warn against fleeing stocks in favor of bonds

Flight to quality overlooks the risks to fixed income that come with rising interest rates.

Stocks are doing OK. Asset managers' stocks? Not so much
EQUITIES SEP 14, 2018
Stocks are doing OK. Asset managers' stocks? Not so much

An index of asset managers and custody banks is down almost 11% this year, and some fund companies are off more than 25%.

Do-it-yourself deals are all the rage among rich investors
ALTERNATIVES SEP 14, 2018
Do-it-yourself deals are all the rage among rich investors

Ultrawealthy look beyond hedge funds and private equity to making direct investments in businesses.

SEC penalizes RIA more than $2 million for 12b-1 violations
MUTUAL FUNDS SEP 14, 2018
SEC penalizes RIA more than $2 million for 12b-1 violations

Pennsylvania advisory firm invested client funds in expensive share classes when less costly ones were available.

Do-it-yourself deals are all the rage among rich investors
ALTERNATIVES SEP 14, 2018
Do-it-yourself deals are all the rage among rich investors

Ultrawealthy look beyond hedge funds and private equity to making direct investments in businesses.

Fidelity CEO says zero-fee funds aimed at attracting new customers
MUTUAL FUNDS SEP 14, 2018
Fidelity CEO says zero-fee funds aimed at attracting new customers

Johnson says way to prosper in financial services is 'by building relationships.'

How do you spell investor relief in a bear market? E-T-F
ETFS SEP 13, 2018
How do you spell investor relief in a bear market? E-T-F

The nine-year-old bull market is giving some investors the jitters, but the ETF industry is trying to calm their fears.

Bill Gross chooses to load up on futures, generates big losses
FIXED INCOME SEP 13, 2018
Bill Gross chooses to load up on futures, generates big losses

Fund suffered several big swings during the first six months of this year.