Investing

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EQUITIES APR 27, 2017
Think you're an expert on market sentiment? So does everyone else

The market's moods are hard to read.

MUTUAL FUNDS APR 27, 2017
Conduct due diligence on bond funds beyond a performance review

Position a portfolio to look forward and not just backward.

ETFS APR 26, 2017
BlackRock's two-tier ETF pricing system is working

The company remains the top seller of U.S. ETFs while fending off Vanguard and shielding much of its business from the punishing effects of price competition.

ALTERNATIVES APR 26, 2017
Understanding the components of investment return

MUTUAL FUNDS APR 26, 2017
Fixed-income investors: Do you know what you own?

EQUITIES APR 25, 2017
Stocks and bonds sending out divergent outlooks on economy

Equities are bullish on economic growth, while bonds take a more pessimistic view.

ETFS APR 25, 2017
Vanguard, iShares dominate ETFs in April

The 20 funds with the largest inflow come from two firms.

MUTUAL FUNDS APR 25, 2017
Dimensional Fund Advisors' David Booth on competition, the DOL fiduciary rule and his company's future

The executive chairman discusses how the firm plans to maintain its bond with its legion of astonishingly loyal investment advisers.

RETIREMENT PLANNING APR 24, 2017
Nuveen adds direct real estate to target-date funds

Company is leveraging the expertise of TIAA-CREF to reduce portfolio volatility.

ALTERNATIVES APR 21, 2017
Getting mom and pop investors into private equity proves to be an elusive goal

The growing use of target-date funds may offer private equity firms a way to offer such investments to 401(k) investors.

FIXED INCOME APR 20, 2017
Bond funds soar as stocks slump and hopes for economy start to dim

The high expectations for economic growth in the wake of the presidential election may have been overblown.

ESG APR 20, 2017
The five biggest myths about impact investing

It is time to put the old perceptions and uninformed impressions to rest.

PRACTICE MANAGEMENT APR 19, 2017
Income with Impact: The Investment Case for Green Bonds

EMERGING MARKETS APR 18, 2017
Franklin Templeton's Mark Mobius on state of globalism, China rising and best of emerging markets

RETIREMENT PLANNING APR 18, 2017
New mutual funds under DOL fiduciary rule could save investors at least 0.50% in returns: Morningstar

T shares and clean shares increase transparency and reduce entrenched conflicts of interest, offering a cost benefit to investors, the fund researcher finds.

RETIREMENT PLANNING APR 17, 2017
Fees, lawsuits top concerns for defined contribution executives

Fees and costs remained at or near the top of respondents' answers in a new survey by Pacific Investment Management Co., no matter how the questions were phrased.

MUTUAL FUNDS APR 17, 2017
For Vanguard, a tsunami of money means more employees and lower fees

In January and February alone, mutual fund giant took in nine out of every $10 invested in a U.S. mutual fund or ETF.

EQUITIES APR 12, 2017
Active fund managers underperform once again: S&P

And their results don't get any better over the long term.

Brinker Capital rolls out DOL fiduciary rule-friendly funds
MUTUAL FUNDS APR 12, 2017
Brinker Capital rolls out DOL fiduciary rule-friendly funds

EQUITIES APR 12, 2017
Investors pour into bond funds in March

But junk funds get trashed.