Investing

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RETIREMENT PLANNING MAY 31, 2018
Blackstone woos wealthy with tax-free hedge fund

Tax-free status reflects fact that investments are held in an insurance vehicle.

FIXED INCOME MAY 31, 2018
Biggest U.S. banks cut municipal-bond holdings

Cut in the corporate tax rate makes state and local government debt less attractive to financial institutions.

More institutional money managers joining the $1 trillion club
ETFS MAY 30, 2018
More institutional money managers joining the $1 trillion club

But the gap between the top two and the rest is growing.

MUTUAL FUNDS MAY 30, 2018
Bill Gross had nightmare day as fears about Italy roiled markets

His $2.1 billion bond fund fell about 3% Tuesday, leaving it trailing 96% of its rivals.

RETIREMENT PLANNING MAY 30, 2018
Legg Mason hopes to reverse TDF fortunes with MassMutual deal

The firm tried launching two different target-date series within the past decade, both of which closed after failing to gain much traction.

EQUITIES MAY 30, 2018
Some small-caps win in the long term — but which ones?

Value pays off when it comes to investing in small-caps.

RETIREMENT PLANNING MAY 29, 2018
Retirement plan sponsors tread lightly with capital preservation

No matter which option they choose, they risk getting hit with lawsuits.

ALTERNATIVES MAY 29, 2018
Blackstone woos wealthy with tax-free hedge fund

Tax-free status reflects fact that investments are held in an insurance vehicle

MUTUAL FUNDS MAY 26, 2018
Take 5: Kunal Kapoor on travel, teaching kids about money and Chicago baseball

Morningstar's CEO loves investing, but he's got other interests, too.

MUTUAL FUNDS MAY 26, 2018
Morningstar evolving well beyond its origins analyzing mutual funds

Led by CEO Kunal Kapoor, firm is moving way past ratings — and financial advisers are paying close attention.

SEC proposes rules to make ETF research easier for broker-dealers
MUTUAL FUNDS MAY 25, 2018
SEC proposes rules to make ETF research easier for broker-dealers

Chairman Jay Clayton says proposal would increase investors' access to research.

EQUITIES MAY 25, 2018
Safest assets provide no protection amid the brewing rate storm

As interest rates head higher, sectors such as investment-grade debt and consumer staples companies are taking it on the chin.

Late to the alternative-investment party
ALTERNATIVES MAY 25, 2018
Late to the alternative-investment party

JPMorgan is slashing its minimum on alts at a point when such investments are likely to see more modest returns.

MUTUAL FUNDS MAY 25, 2018
Tax reform boosts fund companies' bottom line

But will those tax savings lead to lower expense ratios?

RIAS MAY 25, 2018
Former hedge fund CFO barred, ordered to pay $227,500 penalty

SEC alleged that Perry Gruss abetted cash moves at defunct D.B. Zwirn.

MUTUAL FUNDS MAY 24, 2018
Separating fact from fiction with fund investor behavior

The actions of fund investors speak louder than their words.

EMERGING MARKETS MAY 23, 2018
Smartphones, emerging markets are pockets of value in today's market

Investment experts worry about the longevity of the bull market.

ETFS MAY 22, 2018
As it gets easier to start an ETF, is there still a role for white-label fund firms?

Regulators are cutting the red tape involved, but firms say they can still help with setting up fund infrastructure.

ETFS MAY 22, 2018
Running this bond ETF is like solving a $55 billion Rubik's Cube

The world's biggest bond ETF tracks a benchmark that contains 9,917 bonds, many of them illiquid.

ALTERNATIVES MAY 21, 2018
Gold bulls head for the exits on strong dollar, lack of fear

Even physical demand has been slowing.