MSRB, FINRA Propose Principal Trade Disclosure
The two self-regulators are proposing rules that would require dealers as principals to disclose to customers a “reference price” of the same security traded that same day as well as the difference between that price and the customer’s price.
More in Fixed Income
Janus Capital Group saw more than $1 billion of estimated net deposits into two bond mutual funds in October after hiring star bond manager Bill Gross. more »
Investors should weight the cost of paying debt with savings versus the gains from keeping the money in their retirement account; Plus, how to bolster low retirement savings, and when to consider high-yield funds. more »
The Pimco Total Return Fund suffered an estimated $27.5 billion of withdrawals in its first full month after the Sept. 26 departure of Bill Gross, its worst month ever for redemptions. more »
5 career checkpoints on the road to retirement; 3 Social Security myths you shouldn't believe; Why I won't own bond funds in my retirement portfolio more »
UBS has agreed to compensate 34 Puerto Rico-based investors for their losses in investments in their municipal bond closed ended funds. more »
Janus Capital Group, which hired Pimco's Bill Gross last month, said it agreed to buy VelocityShares for at least $30 million to expand in exchange-traded products. more »
Bond bears are right, and wrong; The only state where retires have enough income; 3 biggest risks every retirement saver should know more »
Goldman Sachs Asset Management and Pacific Investment Management say Treasuries are poised to fall as the Federal Reserve approaches the end of its bond- buying stimulus program. more »
As investors flee Pimco's Total Return Fund, advisors may be exploring options for clients' fixed income allocations. Here are four intermediate-term bond funds with a gold rating from Morningstar. more »
American banks are loading up on U.S. government debt, a sign they remain cautious on the economy even with the jobless rate at a six-year low and corporations at their healthiest in a generation. more »
Mohamed El-Erian, who quit Pacific Investment Management in January amid reports of clashes with Bill Gross, said he was surprised by the events surrounding the departure of the star bond manager last week. more »
Pimco's CEO Douglas Hodge said the firm is expecting and is ready for client redemptions following the departure of co-founder Bill Gross. more »
Bill Gross, co-founder and co-chief investment officer of Pimco, will join Janus Capital Group, the company said. more »
35 Great Schools for Financial Planning
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