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MFA hired a former George W. Bush administration staffer to bolster its lobbying presence ahead of what promises to be a turbulent political year.
January 9 -
It’s the second straight year that Cliff Asness’ quant firm is announcing layoffs.
January 9 -
The $6 billion fund saw almost 3 million shares hit the tape after DoubleLine’s CEO touted its potential for retirees in his annual markets webcast.
January 9 -
In what was a stellar year for corporates, governments nearly missed the list entirely.
January 8 -
It was the biggest annual leap for strategies focused on corporate or government debt since 2014, boosting assets to more than $800 billion, data show.
January 8 -
The Secure Act was designed to expand retirement savers’ options but it has subsequently all-but-eliminated the stretch IRA for beneficiaries. It's on advisors to make clients aware of the major change.
January 7 -
The bank created a new unit that houses its Marcus online lending business and credit-card venture with Apple.
January 7 -
The fund will track the performance of companies that issue shares directed to either the investing public or the company’s founders and executives.
January 7 -
Managers of the funds became increasingly involved with private debt last year; boosting their median allocation to 2.9% from 2.1%, data show.
January 6 -
ETFs tracking themes — such as robotics, blockchain and cannabis — closed the year just 1% higher than where it started.
January 3 -
With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.
January 2 -
Although passive has steadily lured cash from active, this year assets in indexed equity funds topped those in active stock funds for the first time ever.
January 2 -
Some 225 funds traded for the first time over the past 12 months, down for a second-straight year.
December 31 -
Don't neglect the FAFSA and other ideas to help families with annual incomes of more than $300,000.
December 30 -
Investors are pulling money at an accelerated pace as high fees and mediocre returns send them searching for yield elsewhere.
December 30 -
Average management fees will be cut 8% on an asset-weighted basis.
December 27 -
This recently passed bill is groundbreaking retirement legislation and will substantially alter the landscape for employer-sponsored retirement plans and individual savers.
December 27
Commonwealth Financial Network -
The 82-year-old company’s strategy has helped secure net inflows in all but one of the five years through 2018.
December 23 -
Already, the fund has agreed to transactions involving German wind energy project developer PNE and Altice Europe’s Portuguese fiber assets.
December 20 -
Competition with an ever-rising stock market, the difficulty of raising assets and the steady march of time are just a few factors leading managers to the exit.
December 20






















