Investing

Displaying 13197 results
EQUITIES MAY 18, 2017
Low volatility funds live up to their name as market falls

But the category overall has seen lower returns this year.

ALTERNATIVES MAY 18, 2017
Nicholas Schorsch 'highly focused' on cash-flow metric at center of alleged ARCP fraud: Feds

According to a recent court filing, the former nontraded REIT czar was keeping a close eye on adjusted funds from operation as the company was preparing to release second quarter earnings in 2014.

EQUITIES MAY 17, 2017
Markets fall in reaction to Trump turmoil

Shares across Europe extended declines following new revelations about undisclosed contacts between Trump's campaign and the Kremlin.

WIREHOUSES MAY 17, 2017
Finra fines Merrill Lynch $650,000 for bond trading violations

Regulator censures firm for handling of customer orders for nonconvertible preferred securities

ALTERNATIVES MAY 17, 2017
Addepar acquires AltX to expand in alternatives

Addition of machine-learning technology is intended to enhance value to advisers and clients.

ALTERNATIVES MAY 17, 2017
Baird picks CAIS platform for hedge funds

Move will allow advisers to select single-manager hedge funds for the first time.

MUTUAL FUNDS MAY 16, 2017
Harvard goes low-cost with big investment in high-yield bond ETF

The endowment's largest publicly traded holding is $841 million in the iShares iBoxx High Yield Corporate Bond ETF.

MUTUAL FUNDS MAY 16, 2017
Securities lending adds return, risk for funds

With rising short interest and low fees, it's an attractive practice for mutual funds and ETFs, but may not be good for investors.

MUTUAL FUNDS MAY 15, 2017
Fidelity launches two ESG index funds

The environmental, social and governance investments include a domestic and international offering.

FINTECH MAY 15, 2017
Online security ETFs surge in face of cyberattacks

After a wave of global online attacks over the weekend, speculation mounted that the exposed weaknesses may trigger a surge in security spending

Best- and worst-performing equity mutual funds
ALTERNATIVES MAY 14, 2017
Best- and worst-performing equity mutual funds

See rankings of funds by returns in categories from large-cap growth to real estate and equity income.

EMERGING MARKETS MAY 14, 2017
Best- and worst-performing fixed-income funds

See rankings of funds by returns in categories from core bond to high yield and multisector income.

EMERGING MARKETS MAY 14, 2017
Best- and worst-performing international funds

See rankings of funds by returns in categories from multi-cap core to emerging markets and global equity income.

MUTUAL FUNDS MAY 13, 2017
Will the fiduciary rule shrink the ever-expanding world of share classes?

While T shares and clean shares are different, they could solve important pricing questions for the fund industry — and even obliterate many share classes.

EQUITIES MAY 12, 2017
Investors turn to international equity funds in April

But bonds raise more funds.

MUTUAL FUNDS MAY 12, 2017
John F. Donahue, founder of Federated Investors, dies at 92

Federated is best known for its money-market funds, which accounted for $245 billion of the firm's $362 billion in assets under management as of March 31.

ALTERNATIVES MAY 11, 2017
Trump's tax plan could fuel rally in MLP investments

Investors in the pass-through entities would benefit from a 15% tax cap.

FIXED INCOME MAY 05, 2017
OppenheimerFunds stays uniquely committed to Puerto Rico's muni bonds

Big bets by the Rochester muni bond team lead to feast-or-famine performance record.

MUTUAL FUNDS MAY 04, 2017
Finra cites Cetera for mutual fund sales charge improprieties

Retirement plans and charitable organizations were sold higher-cost share classes though they were eligible for lower-cost shares.

MUTUAL FUNDS MAY 04, 2017
Morgan Stanley drops Vanguard mutual funds from platform

Will continue to sell Vanguard's ETFs; says culling aims to reduce 'less popular' funds.