The Charles Schwab Corp. has reversed course and will allow advisers to hold in custody additional alternative investments.
Longer-term Treasurys rose after the government sold $42 billion of two-year notes at the lowest yield on record as concern Europe's debt crisis is spreading boosted the refuge appeal of U.S. securities.
Legg Mason Inc. yesterday filed papers with the Securities and Exchange Commission seeking permission to offer actively managed exchange-traded funds.
Rush to less-risky investments gores equity specialists and actively managed ETFs
Pax, based in Portsmouth, N.H., plans to list three ETFs on NYSE Arca, a division of New York-based NYSE Euronext, according to a Securities and Exchange Commission filing last week.
It is difficult to function as a value investor unless the value analyst has a firm grasp of economic reality. It is equally difficult to promulgate intelligent financial regulations unless the sponsors of the regulation have a firm grasp of economic reality.
Firm teams with Western Asset Management to launch actively managed fixed-income fund
Legg Mason Capital Management's CIO tells Consuelo Mack why he thinks large-cap stocks will out-perform small- and mid-caps over the next several years.
Economists would likely agree that the bond market rally is the market's rational response to current (albeit heavily government-influenced) reality. But there's a disturbing signal ahead.
Warren Buffett shortened the duration of bonds held by his Berkshire Hathaway Inc. after warning that deficit spending could force inflation higher.
With the U.S real estate market still struggling to get back on its feet, financial advisers continue to find themselves facing a barrage of questions from anxious clients about everything from depressed home values to whether now is the time to buy or sell property.
Investment research firm Morningstar Inc. on Monday said its French subsidiary reached a deal to buy Seeds Group, which provides investment consulting services, for an undisclosed amount.
Recently released federal guidance regarding target date funds was just the first step in a process that eventually will include regulations for the investments
The Employee Benefits Security Administration is planning to publish a compliance checklist for target date fund selection this spring
Fund firms also trying to help investors manage their emotional response to the current volatility.
SteelPath Fund Advisors last week launched three mutual funds that invest in master limited partnerships, the first of their kind allowing retail investors to gain access to the MLP universe
Waddell & Reed Financial Inc., the mutual-fund manager started in 1937, said it didn't intend to disrupt markets on May 6 when the plunge in stocks temporarily erased more than $1 trillion of value.
Embedded capital losses, which represent a combination of realized and unrealized losses, offer a rare opportunity for mutual fund investors in taxable accounts.
Low-inflation has investors flocking to U.S. Treasurys, despite sky-high deficits: U.S. the 'least dirty shirt' says Pimco's Gross
