Investing

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MUTUAL FUNDS FEB 13, 2017
Lower taxes could hit municipal bond yields

Individual and corporate tax reform add uncertainty to staid market.

FIXED INCOME FEB 13, 2017
Foreign creditors dumping American Treasuries in warning to Trump

From Tokyo to Beijing and London, the consensus is clear: Few overseas investors want to step into the $13.9 trillion U.S. Treasury market right now.

MUTUAL FUNDS FEB 10, 2017
European stocks far cheaper than US stocks

Political worries, debt woes weighs heavy.

RIAs at odds over fees for clients' cash balances
RIAS FEB 10, 2017
RIAs at odds over fees for clients' cash balances

For many advisers, whether to charge on cash depends on how much time they are spending managing those assets. .

MUTUAL FUNDS FEB 09, 2017
Putnam merges, liquidates 10 funds

The funds the Boston-based company is liquidating had assets ranging from $32.8 million to $7 million.

EQUITIES FEB 08, 2017
Why the calendar is making some advisers look smarter than they really are

Numbers don't lie, but boy can they be deceptive.

ALTERNATIVES FEB 08, 2017
Ron Carson reveals friction with LPL led to move to Cetera

Carson ends a 28-year relationship by moving his firm from LPL to Cetera.

MUTUAL FUNDS FEB 07, 2017
How do you deploy cash in this market?

Putting fresh money to work in today's market can be particularly worrisome, with the S&P 500 currently selling for 21 times its past 12 months' earnings.

RETIREMENT PLANNING FEB 06, 2017
Investors mix target-date funds and other investments to pursue specific strategies

Defined contribution plan participants who mix strategies “seem to be conducting reasonable investment practices,” according to new research from Vanguard.

MUTUAL FUNDS FEB 06, 2017
These mutual funds have a history of losing money

But the fact that lots of money flowed into a fund with a terrible record doesn't necessarily mean that everyone who invested during that period suffered.

RIAS FEB 03, 2017
Most advisers think the industry will continue down a fiduciary path despite rule delay

President Trump's decision to halt the DOL fiduciary rule drew mixed reactions from industry professionals.

Elderly investors win $1.25 million Finra arbitration over failed medical start-up investments
ALTERNATIVES FEB 03, 2017
Elderly investors win $1.25 million Finra arbitration over failed medical start-up investments

The claimants alleged the Connecticut investment bank negligently supervised its broker.

RIAS FEB 02, 2017
Clean shares could revolutionize the fund industry

Divorce distribution and management fees

RIAS FEB 02, 2017
Another salvo in the fee wars: Schwab cuts expense ratios on index funds

Offers guarantee on services.

FIXED INCOME FEB 01, 2017
Meet the woman who's turning around Pimco

On Jackie Hunt's watch, home of what was once the world's largest bond firm reported its first net inflows since 2013, ending a painful period that culminated in the departure of star co-founder Bill Gross.

ESG JAN 26, 2017
How sustainable investing is like climbing a mountain

Envestnet co-founder and executive vice president James Lumberg reflects on why investing with the intention of saving the world is no different from ascending its biggest summits.

Meet the ETF Class of 2016
ALTERNATIVES JAN 26, 2017
Meet the ETF Class of 2016

Most are majoring in smart beta.

When it comes to investment returns, not all robos measure up
EQUITIES JAN 25, 2017
When it comes to investment returns, not all robos measure up

Schwab and Vanguard at opposite ends of robos' performance spectrum, advisory firm's report finds.

MUTUAL FUNDS JAN 25, 2017
Three Fed rate hikes this year? Here's how to prepare

For income portfolios, panelists at the Inside ETFs conference suggest wide diversification among dividend-paying stocks, corporate bonds and international debt.

Gross says Treasury yield at 2.6% more important than Dow at 20,000
FIXED INCOME JAN 25, 2017
Gross says Treasury yield at 2.6% more important than Dow at 20,000

Former bond king doubts Trump-led economy will register a long-term growth rate above 2%. (More: <a href=&quot;http://www.investmentnews.com/article/20161215/FREE/161219961/charts-say-bond-bull-market-has-gasped-its-last-breath&quot; target=&#8221;blank&quot;>Charts say bond bull market has gasped its last breath</a> )