Portfolio

Muni investors have herded into short-term debt the last few months thinking that if rates rise, longer-term bonds will plummet in value and it will be good to have cash on hand to reinvest at higher rates. But are short-term bonds really such a safe haven?

Within a day of each other, two companies -- Guggenheim Investments and Invesco -- launched new exchange traded funds for Chinese yuan-denominated bonds on the New York Stock Exchange.

The latest entrant into the wealth management arena comes not from Wall Street but from just outside Silicon Valley, and is taking dead aim at the Internet brokerage space for higher-end investors with a slick Web-based dashboard, holistic account monitoring and a stable of financial advisers to complement the technology with a human touch.

Credit Suisse has launched the Credit Suisse Global Equity Market Neutral ETN, its fifth alternative exchange-traded note.

Fidelity Charitable has created an array of seven investment options offering diversification across asset classes and risk. In addition, Fidelity Charitable has created an online tool to help investors make investment decisions.

Financial advisors and clients who may have been curious about exchange-traded fund managed portfolios but have been deterred by the lack of any objective rating or way to compare the performances of hundreds of these funds will soon have those tools at their disposal.

Individual investors are buying exchange-traded funds at a fast pace, even though many don’t fully understand them, according to a survey from Charles Schwab.

Fidelity Charitable has created an array of seven investment options offering diversification across asset classes and risk. In addition, Fidelity Charitable has created an online tool to help investors make investment decisions.

Credit Suisse has launched the Credit Suisse Global Equity Market Neutral ETN, its fifth alternative exchange-traded note.

Employees who are automatically enrolled in target-date funds when they are signed up for a 401(k) plan are very likely to stick with the target date investment strategy for the long haul, according to a study conducted by the Employee Benefit Research Institute (EBRI).