Investing

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FINTECH NOV 01, 2016
Morningstar launches ETF analyst ratings for 250 funds

Gundlach takes Federal Reserve to task, compares Trump to unconstrained bond funds
FIXED INCOME NOV 01, 2016
Gundlach takes Federal Reserve to task, compares Trump to unconstrained bond funds

Jeffrey Gundlach, chief executive of DoubleLine Capital, believes investors and financial advisers should not get too comfortable with the recent pattern of Federal Reserve monetary policy.

EQUITIES NOV 01, 2016
Eaton Vance to buy Calvert Investments

Acquisition of $12.3B social investment manager marks big step into the ESG market.

MUTUAL FUNDS NOV 01, 2016
Commodities funds may offer inflation hedge, but many overweight energy

Also, with the exception of some metals funds, most funds don't own the actual commodity.

FINTECH NOV 01, 2016
Betterment rolls out algorithmic service to minimize tax drag

The robo-adviser claims the new service could boost a portfolio's return by 0.48% a year, or 15% over 30 years.

Morningstar's sustainability ratings: An opportunity to talk to your clients about responsible investing
OPINION NOV 01, 2016
Morningstar's sustainability ratings: An opportunity to talk to your clients about responsible investing

The ratings cover about 20,000 mutual funds which span a broad spectrum of both ESG-themed and traditional funds

RIAs making investments to attract socially responsible clients
PRACTICE MANAGEMENT NOV 01, 2016
RIAs making investments to attract socially responsible clients

Investors seeking to align values and money turn out to be great advisory customers.

EQUITIES OCT 31, 2016
Handful of mutual funds set up for big capital gains distributions

Plus: Wells Fargo's woes continue, the scariest presidential election could get even scarier, and how to spend that extra hour this weekend

Why performance-chasing investors will love the new 5-year rolling averages
EQUITIES OCT 31, 2016
Why performance-chasing investors will love the new 5-year rolling averages

The flipside is the 3-year averages are getting worse.

Investopedia Anxiety Index a step ahead of the VIX?
EQUITIES OCT 31, 2016
Investopedia Anxiety Index a step ahead of the VIX?

The financial encyclopedia website has started measuring online searches as a way to forecast buying and selling in the markets.

ALTERNATIVES OCT 30, 2016
A clear view of alternative strategies is a challenge for financial advisers

An alternative strategy is only as good as what it is an alternative to. What is its purpose?

EQUITIES OCT 27, 2016
Fresh FBI investigation of Hillary Clinton sets the markets on edge

Plus: Bilked Madoff investors get some pay back, the economics of Halloween, and forecasting the election outcome based on costume sales

EQUITIES OCT 27, 2016
IRA investors may disappear from IPOs

The Department of Labor's fiduciary rule prohibits individual IRA investors from participating in initial public offerings with the assistance of their financial adviser.

RIAS OCT 27, 2016
Janus in a double whammy as assets flee and revenue drops

Plus: How Clinton and Trump won't save Social Security, more scrutiny for sales charges, and taking the 5% challenge.

PRACTICE MANAGEMENT OCT 26, 2016
Volatility seen as best way to hedge against political risk

According to a study by Unigestion, investors worried about the outcome on Nov. 8 should forget gold and Treasuries.

MUTUAL FUNDS OCT 26, 2016
Why the AT&T-Time Warner merger bodes ill for the market

Plus: The wealthy prepare for Clinton's tax hikes, bullish on financial and health-care stocks, and those expensive World Series tickets.

ETFS OCT 25, 2016
Guggenheim bond shop outperforms by taking fearless advantage of Fed policy

Seven of the firm's eight taxable actively managed bond funds rank in the top 6% of their respective categories, beating the largest 50 fixed-income funds tracked by Morningstar.

FIXED INCOME OCT 25, 2016
Fears of a Federal Reserve move fuel bond market selloff

Plus: Harvard's endowment falls back to Earth, don't hold your breath waiting for lower home prices, and taking a lesson from Benjamin Graham

Financial advisers miss the mark by measuring alternative investments against stock market
EQUITIES OCT 24, 2016
Financial advisers miss the mark by measuring alternative investments against stock market

It's no different than comparing stocks to bonds.

ALTERNATIVES OCT 21, 2016
Investor exodus forcing hedge fund managers to take big pay cuts

Plus: The dollar spikes as the ECB stays loose, big companies supporting small companies, and health insurance companies turn a blind eye to climate change