Investing

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BlackRock rolls out Chinese A shares ETF
MUTUAL FUNDS JUN 16, 2016
BlackRock rolls out Chinese A shares ETF

The move comes just a day after MSCI decided not to add China's domestic equities to benchmark indexes.

EQUITIES JUN 16, 2016
Wall Street figuring out how to hedge against a Donald Trump presidency

<i>Breakfast with Benjamin</i> Wall Street investors are working on how to position their portfolios for a potential Donald Trump presidency.

Take 5: Vanguard's Jack Bogle says mutual fund industry needs to change
MUTUAL FUNDS JUN 16, 2016
Take 5: Vanguard's Jack Bogle says mutual fund industry needs to change

Five candid responses on ETFs, smart beta, the Labor Department's fiduciary rule and reading up on muckrakers of old.

EQUITIES JUN 16, 2016
How a Brexit will hit U.S. stocks

Plus: The Fed moves bonds, the downside of diversification, and don't rule out a staycation this summer

FIXED INCOME JUN 15, 2016
Allianz's El-Erian says the Fed is putting the U.S. economy at risk

<i>Breakfast with Benjamin</i> The critics of the Fed's monetary policy are getting louder. Meanwhile, the Fed continues to march to the beat of its own drummer.

Leuthold Group: Long-term stock indicator wildly bullish
EQUITIES JUN 15, 2016
Leuthold Group: Long-term stock indicator wildly bullish

Indicator last flashed a buy signal in May 2009.

AQR's Asness, Research Affiliates' Arnott agree that a little market timing is okay
EQUITIES JUN 15, 2016
AQR's Asness, Research Affiliates' Arnott agree that a little market timing is okay

Defining value as something that's not cheap, but should be.

ETFS JUN 15, 2016
Don't let the fickle Fed hamstring your bond portfolio

<i>Breakfast with Benjamin</i> There are ways to protect your bond holdings from the whims of the Federal Reserve.

ETF boon under DOL fiduciary rule won't be universal
ETFS JUN 15, 2016
ETF boon under DOL fiduciary rule won't be universal

Some of the more exotic ETF strategies may be difficult to defend as being in a client's best interest.

DOL supports ESG fund use in 401(k) plans
RETIREMENT PLANNING JUN 15, 2016
DOL supports ESG fund use in 401(k) plans

New guidance amends old rules that had a &quot;chilling effect&quot; on ESG fund use in ERISA plans.

'Brexit' campaigns suspended after British lawmaker killed in shooting
EQUITIES JUN 14, 2016
'Brexit' campaigns suspended after British lawmaker killed in shooting

After the attack, campaigning halted in UK's European Union membership referendum.

Mutual fund born during Great Depression proves the value of buy-and-hold
MUTUAL FUNDS JUN 14, 2016
Mutual fund born during Great Depression proves the value of buy-and-hold

The 81-year-old Voya Corporate Leaders Trust beats most by doing nothing.

Franklin Templeton joins Fidelity, Goldman and John Hancock in launching strategic beta ETFs
MUTUAL FUNDS JUN 14, 2016
Franklin Templeton joins Fidelity, Goldman and John Hancock in launching strategic beta ETFs

Three of the Franklin LibertyQ funds are core multi-strategy funds, seeking a combination of quality, value, momentum and low-volatility stocks.

EQUITIES JUN 14, 2016
A tale of two Chinas: one old, one new

The case for favoring revenue bonds over general obligation bonds
FIXED INCOME JUN 12, 2016
The case for favoring revenue bonds over general obligation bonds

General obligation bonds have encountered problems as municipal issuers face rising fixed legacy costs that challenge revenue growth.

Invesco, Longleaf funds stashing cash as bear market cushion
MUTUAL FUNDS JUN 09, 2016
Invesco, Longleaf funds stashing cash as bear market cushion

But these funds will look like idiots in a rip-snorting bull market.

RIAS JUN 09, 2016
The DOL fiduciary rule will forever change financial advice, and the industry has to adapt

The DOL fiduciary rule will forever change financial advice, and the industry now faces the challenge of adapting to the new regulation.

EMERGING MARKETS JUN 08, 2016
Bill Gross highlights the dirty downside of negative interest rates

<i>Breakfast with Benjamin</i> According to Janus' Bill Gross, just because negative interest rates feel good doesn't mean they're a good thing.

T. Rowe Price to pay out $194 million to shareholders in four mutual funds, other clients
MUTUAL FUNDS JUN 08, 2016
T. Rowe Price to pay out $194 million to shareholders in four mutual funds, other clients

Firm's moves stem from error it made in voting on the 2013 buyout of Dell.

Finra orders Oppenheimer & Co. to pay $2.9M for unsuitable sales of nontraditional ETFs
PRACTICE MANAGEMENT JUN 07, 2016
Finra orders Oppenheimer & Co. to pay $2.9M for unsuitable sales of nontraditional ETFs

More than 30,000 non-traditional ETF transactions, totaling approximately $1.7 billion, were carried out by Oppenheimer representatives, according to the regulator.