Investing

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State Street cuts fees, renames 15 ETFs
MUTUAL FUNDS OCT 19, 2017
State Street cuts fees, renames 15 ETFs

Reductions range from 5 basis points to 48.

ALTERNATIVES OCT 19, 2017
The Philosophy of Goal-based Investment Planning

FINTECH OCT 18, 2017
EquBot launching first ever ETF to use artificial intelligence

The program will parse regulatory filings and more than a million news stories to establish a portfolio of 30 to 70 stocks.

RIAS OCT 18, 2017
Private equity eyes advisory firms, but at what cost?

Some executives warn private capital could be disruptive for advisers, others welcome them as valuable partners

FIXED INCOME OCT 18, 2017
Why are investors still flocking to bonds?

Two hints: They're getting older and still feel the burn from bear-markets past.

Trump-inspired funds bring political twist to ETF market
MUTUAL FUNDS OCT 18, 2017
Trump-inspired funds bring political twist to ETF market

The actively managed EventShares funds aim to track Republican, Democratic policies.

ALTERNATIVES OCT 17, 2017
Private-equity giants start targeting wealthy advisory clients

Blackstone has focused on investors with $5 million in assets while Carlyle has partnered with OppenheimerFunds to reach individuals seeking higher yields.

MUTUAL FUNDS OCT 16, 2017
State Street cuts fees, renames 15 ETFs

Reductions range from five to 48 basis points and three funds will track new indexes.

MUTUAL FUNDS OCT 16, 2017
TD Ameritrade to bolster lineup of commission-free ETFs

TD Ameritrade has expanded its commission-free exchange-traded funds platform to 296 from 100, effective Oct. 17.

EQUITIES OCT 16, 2017
Hedging stock risk can hedge your business, too

A bear market increases the odds not only of portfolio loss, but loss of clients.

ETFS OCT 12, 2017
DOL fiduciary rule, along with two other regs, could be a boon for ETFs

Passive investments, already eating away at active managers' assets, are getting another boost.

FIXED INCOME OCT 12, 2017
Why your portfolio may have too much equity risk (Hint: It's your bonds)

Eradicating duration from bond sleeves can create challenges portfolios can't address.

MUTUAL FUNDS OCT 11, 2017
Smart-beta ETFs take in billions in new assets

So far this year, such funds have garnered $37.6 billion in net new cash

FINTECH OCT 10, 2017
Oranj launches 'free' financial platform as way to lower client costs

MAX platform offers access to products from BlackRock, Morningstar, Direxion and others.

MUTUAL FUNDS OCT 06, 2017
Pimco and Goldman lead push for bond ETF flexibility

Approval for global bond-linked index funds would put them on same footing as ETF pioneers Vanguard and BlackRock.

MUTUAL FUNDS OCT 06, 2017
Look for big improvement in funds' 10-year record

Bear market marches into history, making funds that survived the decade seem great on paper.

ALTERNATIVES OCT 06, 2017
Creation of new interval funds outpacing that of nontraded REITs

With the DOL fiduciary rule hampering sales of high-commission products like nontraded REITs and BDCs, interval funds are getting more attention.

MUTUAL FUNDS OCT 05, 2017
How investors can leverage tax alpha to increase returns and savings

Don't scoff at the potential to add 100 basis points in value per year.

FIXED INCOME OCT 04, 2017
Trump budget chief says no U.S. bailout for Puerto Rican debt

Mulvaney says the president's comment on the island's debt shouldn't be taken literally.

EQUITIES OCT 02, 2017
What you need to know about energy MLPs

Advisers who are tempted by rising oil prices and production should remember the last time these funds started pumping mud.