Investing

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FIXED INCOME MAY 04, 2018
Corporate bonds look risky after a decade of heavy issuance

Some institutional investors are turning cautious on company debt as Fed tightening hikes companies' borrowing costs.

FIXED INCOME MAY 04, 2018
Inverted yield curve triggers warnings

Moves in Treasury yields are flashing yellow right now, but not yet red

MUTUAL FUNDS MAY 04, 2018
Funds that let you tap into M&A fever

These investments let investors take advantage of the current merger boom

MUTUAL FUNDS MAY 03, 2018
What active share can and can't tell you

Real active management or closet index? Active share can help you figure it out

FIXED INCOME MAY 03, 2018
Bill Gross says Treasuries are in 'hibernating bear market'

Yields aren't likely to move substantially higher from current levels, bond guru says

OPINION MAY 03, 2018
3 insights on the Financial Engines-Edelman combination and how it might affect you

The combined company is likely to become a nationally dominant firm.

EQUITIES MAY 02, 2018
Advisers must align a client's portfolio with these 3 personal risk measures

Michael Kitces warns that unless risk tolerance, risk capacity and risk perception are considered, investment losses can drive clients away from markets forever.

FIXED INCOME MAY 02, 2018
What advisers should tell clients about the inverted yield curve

Moves in Treasury yields are flashing yellow right now, but not yet red.

Neuberger Berman launches specialty finance group
ALTERNATIVES MAY 02, 2018
Neuberger Berman launches specialty finance group

Investment management firm names Peter Sterling to head the new group.

ETFS MAY 01, 2018
Bond ETFs are awash in cash

More than $14 billion flowed into exchange-traded debt funds in April.

ALTERNATIVES MAY 01, 2018
China's HNA drops bid to buy Anthony Scaramucci's SkyBridge

Both sides agreed U.S. government approval of the acquisition would have taken too long.

MUTUAL FUNDS MAY 01, 2018
No matter how bad the share-class violation, SEC won't oppress those who self-report

Agency clarifies in FAQs that it will not impose a civil monetary penalty, but will require advisers return 'ill-gotten gains' to clients.

ETFS APR 30, 2018
SEC bars Howard Present, former head of F-Squared Investments

Unless Howard Present pays $12.4 million in penalties, interest and disgorgement, he can't be reinstated

ETFS APR 30, 2018
'Father of ETFs' warns about leveraged funds

Jim Ross of State Street says exchange-traded funds that use leverage are too dangerous for retail investors.

EMERGING MARKETS APR 30, 2018
Top-performing junk bond fund moves out of junk

Absalon Global High Yield, which beat 97% of its peers last year, is no longer buying triple-C credits.

MUTUAL FUNDS APR 30, 2018
Funds that let investors tap into M&A fever

These investments let your clients tap into the current M&A boom.

ALTERNATIVES APR 28, 2018
More advisers use alts, but few understand them

Alternative investments are complex and difficult to define, let alone explain to clients?

MUTUAL FUNDS APR 27, 2018
Fund fees head south

Average fee for U.S. mutual funds and ETFs declined by about 8% last year, Morningstar data show.

FIXED INCOME APR 27, 2018
Muni investors get first look at fees

Brokerage firms must start disclosing the fees they charge to buy and sell state and local government debt.

ALTERNATIVES APR 26, 2018
Blackstone lures retail clients

Individual investors provided 19% of the money the private equity firm raised in Q1.