Investing

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ETFs are shuttering at a record pace
MUTUAL FUNDS SEP 07, 2016
ETFs are shuttering at a record pace

Some advisers say a cleansing is long overdue.

Advisers are bracing for a September market storm
EQUITIES SEP 07, 2016
Advisers are bracing for a September market storm

The usual volatility could be enhanced by the Fed, geopolitics and the presidential election.

Morningstar slams some liquid alternative funds for masking actual expense ratios
MUTUAL FUNDS SEP 06, 2016
Morningstar slams some liquid alternative funds for masking actual expense ratios

The funds take advantage of the SEC's reporting rules on derivatives to make their high fees look smaller than they actually are.

Are junk bonds becoming the new equities?
EQUITIES SEP 06, 2016
Are junk bonds becoming the new equities?

Tempting yields might be just replacing one kind of risk with another.

El-Erian says Fed risks instability, excess by keeping rates low
EQUITIES SEP 06, 2016
El-Erian says Fed risks instability, excess by keeping rates low

Federal Reserve officials need to consider the costs of keeping interest rates low, even as the U.S. economy is pressured by diminished worker productivity, according to Allianz's chief economic adviser.

EMERGING MARKETS SEP 02, 2016
Advisers ambivalent about emerging markets

Emerging markets have been on a comeback of sorts this year, but advisers urge caution and remind clients to think long term.

EQUITIES SEP 01, 2016
Investors gobbled up risk assets in August

Plus: The Fed's new spin, Wall Street women dish out career advice, and how to spend away a summer

Value strategies defy logic in push past growth stocks
EQUITIES SEP 01, 2016
Value strategies defy logic in push past growth stocks

Pinning the value rally on the Fed, hoping for the best.

Moody's upbeat on mutual-fund companies for the third quarter
MUTUAL FUNDS AUG 31, 2016
Moody's upbeat on mutual-fund companies for the third quarter

Outflows at Franklin and Waddell & Reed mask overall healthy inflows.

If history is a guide, market volatility is about to spike
EQUITIES AUG 31, 2016
If history is a guide, market volatility is about to spike

August and September can be rough months for investors.

Don't count small-cap funds out because of looming interest rate hikes
MUTUAL FUNDS AUG 30, 2016
Don't count small-cap funds out because of looming interest rate hikes

ETFs and active small-cap funds still lead the market despite Federal Reserve chatter.

ETFS AUG 29, 2016
Bond bubble? CFAs say yes

But GDP forecasts say, "Not so fast."

What grade does your state's 529 plan get?
RIAS AUG 29, 2016
What grade does your state's 529 plan get?

Age-based plans for this year's freshmen don't always get high marks. New York, Pennsylvania and Iowa funds get an A, but other states have more homework to do.

EQUITIES AUG 26, 2016
Fed finds more reasons to keep sitting on its hands

Plus: You probably shouldn't curse in front on your clients, there's a limit to delaying retirement, and do we really need all these dollar bills?

EQUITIES AUG 26, 2016
Why Morgan Stanley and Goldman can't agree on interest rates

The divide has grown between Goldman Sachs and Morgan Stanley over the likelihood of higher U.S. interest rates this month.

EQUITIES AUG 26, 2016
Blaming the 401(k) for lack of retirement savings

Plus: U.S. oil production could derail oil rally, a cash management strategy ahead of October's rule change, and bond ladders still make sense

The risky but necessary bet on dividends for income
EQUITIES AUG 26, 2016
The risky but necessary bet on dividends for income

Advisers should not forget overall portfolio construction objectives when chasing dividend yields.

EQUITIES AUG 26, 2016
Morningstar demystifies 401(k) loans

Plus: DOJ move sends prison stocks to the hole, SEC wants cleaner earnings reports, and proof that faster food can be healthier food

Finra launches exam sweep of business development companies
ALTERNATIVES AUG 26, 2016
Finra launches exam sweep of business development companies

Regulator: "There is concern that retail customers may not fully understand the risks and the potential impact on their portfolios."

FIXED INCOME AUG 26, 2016
The Fed might have to give money directly to consumers

Plus: Honoring SPY, you will be voting for bigger deficits, and broke millennials as a voting bloc