Investing

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FINTECH NOV 04, 2013
Fund sponsors compete for advice attention online

kasina released its annual ranking of fund providers that it says offer the most engaging and substantive web experience for advisers.

ETFS NOV 04, 2013
With new dividend stock ETF, ProShares gives Vanguard, State Street some competition

Focus on companies that have paid divvies for at least 25-straight years.

EQUITIES NOV 04, 2013
The Takeaway: As always, retail investors come late to the party

EQUITIES NOV 04, 2013
The Takeaway: Wirehouses second-guess the value of a CFP

EQUITIES NOV 03, 2013
Tapering off the table - for now

ETFS NOV 01, 2013
ETF cheerleaders see good times ahead, with a few clouds

ETF.com brain trust forecasts $15.5T in exchange-traded assets in 10 years

ALTERNATIVES NOV 01, 2013
After market's rapid climb, Einhorn pares bet on rally

Hedge-fund manager David Einhorn is taking a more conservative approach to his investment portfolio even as wagers that stocks would fall caused his results to trail the Standard & Poor's 500 Index.

Already popular, ETFs getting even more love from investors: Poll
ETFS NOV 01, 2013
Already popular, ETFs getting even more love from investors: Poll

Schwab survey finds half of investors plan to boost their ETF holdings.

ETFS NOV 01, 2013
Schwab's attack of the clones

Five of firm's six new fundamentally weighted ETFs mimic existing funds

MUTUAL FUNDS NOV 01, 2013
Fidelity poised to be an ETF juggernaut

With 15 ETFs in the pipeline, Fidelity takes on Pimco and Vanguard. Is it too late for the fund giant?

FIXED INCOME NOV 01, 2013
Tradeweb hopes to draw more retail investors to bond platform

Electronic trading firm sees benefits for advisers over using mutual funds.

MUTUAL FUNDS OCT 31, 2013
OppenheimerFunds shakes up leadership team

After five years on the job, CEO Wiliam Galvin sets plan to step down, says company needs an investor to lead it and names CIO Art Steinmetz as replacement.

ESG OCT 31, 2013
Calvert launches diversified green-bond fund

Calvert launches diversified green-bond fund, an actively managed intermediate-term fund that will invest across bond subcategories

MUTUAL FUNDS OCT 31, 2013
SEC backs two options to control money funds; White floats combo

One plan would let value of some money funds float, another would impose redemptions.

ALTERNATIVES OCT 30, 2013
Who's next? BNY Mellon starting bond hedge fund

The bank that manages $1.5 trillion in client asset is starting a hedge-fund unit led by a trader who specializes in government bonds and related derivatives.

ALTERNATIVES OCT 30, 2013
Tradeweb Markets acquires BondDesk Group

Tradeweb deal will combine technology and services from BondDesk and Tradeweb Retail to create a rebranded Tradeweb Direct retail fixed-income division.

FIXED INCOME OCT 30, 2013
Treasuries erase gains as economic activity improves

Yields on U.S. government debt rose as the Federal Open Market Committee said it will “await more evidence that progress will be sustained"

ALTERNATIVES OCT 30, 2013
Now for something different at Fidelity: Event-driven investing

Fidelity is adopting a popular hedge fund strategy as the basis for a planned mutual fund, embracing event-driven investing. But don't assume they're going full-bore into the alternatives world.

EQUITIES OCT 29, 2013
Index vs. actively managed funds: It's not all about price

Here's the criteria advisers should consider when determining whether actively managed or index funds are right for their clients. Think investor objectives, fund liquidity, safety, guarantees.

EQUITIES OCT 29, 2013
Take Five with Dan Veru of Palisade Capital Management

From the upcoming Twitter Inc. IPO to the prospects for the United States becoming energy independent, Dan Veru, chief investment officer at Palisade Capital Management LLC, has an investment angle to share.