Investing

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MUTUAL FUNDS JAN 16, 2018
A blockchain ETF by any other name smells sweeter to the SEC

Two new funds asked to remove the term from their titles at last minute

FIXED INCOME JAN 12, 2018
Tax bill SALT reduction could raise demand for munis

Strategists say residents of high tax states may be eager to find ways to reduce what they owe government.

EQUITIES JAN 12, 2018
Energy funds rally sharply

But oil bump could be short-lived.

RIAS JAN 12, 2018
Segall Bryant & Hamill acquires Denver Investments, creating $20B wealth manager

The deal brings together two fund families and financial advisory businesses.

EQUITIES JAN 12, 2018
Are your clients ready for higher volatility?

Just as there is reversion to the mean in stock returns, there is reversion to the mean for stock volatility.

FIXED INCOME JAN 11, 2018
Bear market for bonds has arrived, Gross says

10-year Treasury rate's move above 2.5% confirms outlook for fixed income, legendary bond manager says.

EQUITIES JAN 10, 2018
Gundlach says S&P 500 will post negative return in 2018

Famed DoubleLine bond manager says commodities may be one of the best investments this year.

EQUITIES JAN 10, 2018
Stock fervor abounds as equities continue to rally

Investors are 'having a hard time imagining a decline,' analysts say.

EQUITIES JAN 10, 2018
Buffett says tax law makes owning stocks more attractive

Berkshire Hathaway CEO predicts a 'bad ending' for cryptocurrencies and says stocks don't look overvalued compared to interest rates

ETFS JAN 09, 2018
Take Five: Matt Hougan, Inside ETFs CEO predicts another record year for inflows

Advisers are driving demand because they are under pressure from their clients to reduce fees.

EMERGING MARKETS JAN 08, 2018
At 81, emerging markets pioneer Mark Mobius is retiring

Mobius headed one of the first emerging-market equity funds available to U.S. customers.

FIXED INCOME JAN 06, 2018
2018 outlook in bond investing calls for change

Five fixed income experts prophesize about a year of increasing rates.

EQUITIES JAN 06, 2018
2018 outlook in equity investing is mostly bright

Several sectors gain investing thumbs up from five stock market experts.

FIXED INCOME JAN 04, 2018
Morgan Stanley slashes junk bond allocation

The $2 trillion firm sees recession risks rising and tax-cuts boost as short-lived.

MUTUAL FUNDS JAN 04, 2018
Dividend hikes in the air

Analysts predict increases for dividend funds and ETFs.

EQUITIES JAN 03, 2018
How much can buybacks rise on the tax cuts?

Share repurchases could surge to $875 billion as U.S. companies repatriate cash held overseas.

ETFS JAN 03, 2018
ETF assets boom in 2017

BlackRock and Schwab saw big inflows, and more growth throughout the industry is expected in 2018.

OPINION JAN 02, 2018
Break the sustainable-investing bottleneck

Advisers must overcome three barriers in order to serve clients' values

OPINION JAN 02, 2018
Alt investments on the rise among RIAs

Advisers considering independence have new, high-tech options

MUTUAL FUNDS DEC 29, 2017
Don't overlook funds that lagged S&P 500 in 2017

Well-known funds were tops in their categories, but unloved on Wall Street.