Investing

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Goldman to turn its hedge fund research into an ETF
MUTUAL FUNDS MAR 22, 2016
Goldman to turn its hedge fund research into an ETF

A new frontier for ETFs?

Think your stock fund is risky? Try these ETFs
ALTERNATIVES MAR 21, 2016
Think your stock fund is risky? Try these ETFs

Exchange-traded funds have achieved a new feat, producing dozens of funds that are riskier than the most volatile individual stocks in the Standard and Poor's 500 stock index.

LIFE INSURANCE AND ANNUITIES MAR 21, 2016
SEC adds ETFs, variable annuities to exam priorities

The Securities and Exchange Commission will be looking at ETF sales strategies, trading practices and disclosures, as well as suitability and sales supervision of variable annuities.

Vanguard's robo-adviser dominates inexpensive financial advice
MUTUAL FUNDS MAR 20, 2016
Vanguard's robo-adviser dominates inexpensive financial advice

The firm has amassed four times the amount of assets held by either Betterment or Wealthfront and more than twice as much as Schwab.

Blackstone mutual fund lost 50% of assets as Fidelity slashed its stake
MUTUAL FUNDS MAR 18, 2016
Blackstone mutual fund lost 50% of assets as Fidelity slashed its stake

Blackstone Alternative Multi-Manager Fund's assets have fallen to $631 million from $1.2 billion.

ALTERNATIVES MAR 18, 2016
Time for advisers to brush up on ESG investing

Commodity, energy investment funds on a comeback
ALTERNATIVES MAR 17, 2016
Commodity, energy investment funds on a comeback

Long-suffering energy limited partnership funds, for example, have leaped 21.46% the past 30 days.

ALTERNATIVES MAR 17, 2016
Socially responsible investing is coming of age

Investing strategies focused on environmental, social and corporate governance causes continue to gain momentum, even if they're not mainstream just yet. </br><b><i>(Related: <a href="//www.investmentnews.com/article/20160306/FREE/160309952/the-top-performing-socially-conscious-funds&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">The top-performing socially conscious funds</a>)</b></i>

Vanguard rolls out funds with 0.01% expense ratio
EQUITIES MAR 17, 2016
Vanguard rolls out funds with 0.01% expense ratio

The minimum investment is $5 billion for the stock fund, and $3 billion for the bond fund.

Fidelity, other mutual funds fight SEC's liquidity-cushion rules
MUTUAL FUNDS MAR 16, 2016
Fidelity, other mutual funds fight SEC's liquidity-cushion rules

Faced with one bond-fund meltdown and worried about others, the Securities and Exchange Commission is pushing new rules to ensure investors can get their money back when they want it.

EQUITIES MAR 16, 2016
We might all be better off if more women were managing money

<i>Breakfast with Benjamin</i> If the data is correct, women's investment returns have been trouncing men's for nearly a decade.

Smart beta continues to confound advisers
EQUITIES MAR 16, 2016
Smart beta continues to confound advisers

Ill-named strategy finds place between passive and active.

ALTERNATIVES MAR 16, 2016
Crowdfunding IPO for mortgage REIT launches for non-accredited investors

IPO is the first of its kind and, with low fee, could attract investors away from nontraded REITs.

EQUITIES MAR 15, 2016
IRS to March Madness office pool players: Gambling winnings are taxable

<i>Breakfast with Benjamin</i> An estimated 70 million Americans will wager $9.2 billion this year through March Madness office pools, but keep in mind that any winnings are taxable.

EQUITIES MAR 15, 2016
Advisers who ignore ETFs are missing out on the product evolution, and so are their clients

Plus: El-Erian's gloomy forecast, what it will take to save Social Security, and it's time to start taking cannabis investing seriously

EQUITIES MAR 14, 2016
Why Goldman Sachs is launching an online bank

Goldman's new online bank, acquired from General Electric last week, caps a decade-long shift by the firm and Morgan Stanley to lean more on deposits for funding.

Emerging markets lead stocks higher as oil prices climb
EQUITIES MAR 11, 2016
Emerging markets lead stocks higher as oil prices climb

Shares in developing nations were on the brink of a bull market as oil rose and favorable shifts in central-bank policies supported riskier assets.

MUTUAL FUNDS MAR 11, 2016
Fund managers see economic slowdown, looming recession

<i>Breakfast with Benjamin</i> A majority of fund managers say global economic growth is almost out of steam and a recession isn't that far off.

EQUITIES MAR 11, 2016
Will anybody ever be prosecuted for the 2008 financial crisis?

<i>Breakfast with Benjamin</i> So far, nobody has been prosecuted for contributing to the 2008 financial crisis. &#8220;This gags me,&#8221; said Elizabeth Warren.

Pimco defends treating dividends, capital gains as new inflows
MUTUAL FUNDS MAR 11, 2016
Pimco defends treating dividends, capital gains as new inflows

Many fund companies, such as Fidelity and Vanguard, back out dividends and capital gains from their net flows calculations. So does Morningstar.