Investing

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EQUITIES APR 11, 2018
Riskiest funds fare best over time — but can you keep clients in them?

30-year record shows high-beta funds fare best, and small-company stock funds outperform mid-cap and large-cap.

EQUITIES APR 11, 2018
Earnings season only pouring 'fuel on fire' for stocks

Upcoming reports on companies' profits may fail to fulfill high expectations.

ETFS APR 11, 2018
Do investors know Barclays is shutting their ETN?

Holders remain in 50 exchange-traded notes the British bank will close Thursday

ESG APR 10, 2018
Pacer rolls out ETF that invests in veteran-friendly employers

Vets still have a higher unemployment rate than the general population.

EQUITIES APR 10, 2018
U.S. target-date funds have strong home-country equity bias

Mercer survey of 68 TDF series finds assets grew 30.8% in 2017.

ALTERNATIVES APR 10, 2018
Private equity firms seek to do well by doing good

From saving tiny lizards to conserving hallway lights, firms actively embrace value of sustainability.

EMERGING MARKETS APR 09, 2018
To invest during a trade war, think local and think small

Small-company stocks are one place to shelter from potential hostilities.

MUTUAL FUNDS APR 09, 2018
Invesco increases its ETF position with acquisition of Guggenheim Investments

Purchase results in 28% growth, making it the fourth-largest ETF issuer in the U.S.

ALTERNATIVES APR 09, 2018
Investment Program Association rebrands itself for Main Street

Group advocating for investments like REITs, BDCs, close-end funds, and energy and equipment leasing programs changes name to Institute for Portfolio Alternatives.

5 star mutual fund managers you've never heard of
MUTUAL FUNDS APR 07, 2018
5 star mutual fund managers you've never heard of

These up-and-coming portfolio managers are passionate about their work, and outshining the competition

Matt Hougan: Exploring frontiers of cryptocurrency
MUTUAL FUNDS APR 06, 2018
Matt Hougan: Exploring frontiers of cryptocurrency

ETF pioneer Matt Hougan talks about move to cryptocurrency fund.

MUTUAL FUNDS APR 06, 2018
13 active fund managers agree to reveal closet indexing

New York's attorney general says funds already show 'active share' information to institutions.

EQUITIES APR 05, 2018
Advisers answer common investor concerns with these talking points

From market volatility to rising rates, financial pros share their insights on how to calm nervous clients.

MUTUAL FUNDS APR 05, 2018
Mutual funds and ETF closures mount despite hot markets

Death toll as high as 58% over 15 years.

ALTERNATIVES APR 04, 2018
What advisers need to know about alternatives

A new Innovators in Investing webcast looks at various aspects of investing in alternatives.

FIXED INCOME APR 04, 2018
Rally in Puerto Rico bonds has blown investors' minds

Governor revises fiscal plan as others question the rally's staying power

ALTERNATIVES APR 04, 2018
Few places for advisers — or clients — to hide in this stock correction

International bonds and various alternative investments offer little solace.

EMERGING MARKETS APR 03, 2018
Rise of Puerto Rico bonds has investors' minds blown

Governor revises fiscal plan as others question the rally's staying power.

EQUITIES APR 02, 2018
Advisers tell clients market volatility is the new normal

With the S&P 500 down 2.2% on the first trading day of the second quarter, advisers reassure clients and tell them not to panic.

EQUITIES APR 02, 2018
S&P 500 evolves to reflect makeup of the economy

Once composed mostly of industrial companies, now the 60-year-old index is dominated by tech, finance, health care and entertainment companies.