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Charles Schwab is a bit late to the party with its new U.S. Aggregate Bond ETF -- but the company may use its brokerage platform to help even the playing field.

For years, PIMCO’s taxable bond Total Return Fund (PTTRX) has been a top-performer in its class, with five-star ratings from both Morningstar and S&P, five-year annualized trailing returns of 8.9%, and a manager, William Gross, widely respected as among one of the top in industry.

In a world where the minute, second and even millisecond that you pull the trading trigger can materially affect the return you get, managers of mutual funds too often are slow to buy when prices are rising and too fast when prices are dropping.

Revenue growth without loan growth is possible — if you are JPMorgan Chase & Co. For other banks, the question remains: Can they figure out how to drive the topline higher without collecting more interest from borrowers?

Assets in exchange-traded funds in the U.S. will double to $2 trillion by 2015, according to a new report from BNY Mellon and Strategic Insight. Non-traditional investment strategies, which currently comprise 30% of ETF assets, will drive most of this growth, the two companies said.

ProShares has launched the ProShares Hedge Replication ETF, benchmarked against Merrill Lynch’s hedge fund replication model.

Charles Schwab is a bit late to the party with its new U.S. Aggregate Bond ETF -- but the company may use its brokerage platform to help even the playing field.

ProShares has launched the ProShares Hedge Replication ETF, benchmarked against Merrill Lynch’s hedge fund replication model.

For years, PIMCO’s taxable bond Total Return Fund (PTTRX) has been a top-performer in its class, with five-star ratings from both Morningstar and S&P, five-year annualized trailing returns of 8.9%, and a manager, William Gross, widely respected as among one of the top in industry.

Van Eck Global has launched the Market Vectors CEF Municipal Income ETF (ticker: XMPT), which it says is the first exchange-traded fund to focus on closed-end municipal bond funds.

As unemployment numbers remain markedly high, the number of high-net worth individuals in the U.S. continued to increase in 2010, according to Capgemini’s 2011 U.S. Metro Wealth Index.

Fifty-five percent of 401(k) participants say they would not be saving for retirement if it were not for their workplace savings plan, Fidelity Investments found in a survey of 1,000 participants and retirees. Additionally, 19% say they have no retirement savings outside of their 401(k) plan.

One year into the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, regulators need to work to ensure the future competitiveness of the U.S. market as the watershed legislation takes shape, industry officials said Wednesday.

The National Securities Clearing Corp. has developed a new automated service for clearing brokers to establish, monitor and update their relationships with broker-dealers for qualified special representative (QSR) and correspondent clearing transactions.

Lincoln Trust Company has introduced the Personalized Expense Ratio for the 401(k) plans that it administers. The ratio is designed for participants, plan sponsors and advisers to see the actual cost of their plans without having to perform calculations themselves.

When Matt Weidler made the long walk from his desk to the automated teller machine and realized he had forgotten his ATM card yet again, he decided the best thing to do was to reinvent the ATM.

Capital One surprised observers by coming to market with a $2 billion common stock offering intended to help pay for the $9 billion cash-and-stock acquisition of ING Group NV's U.S. online banking unit.

Home sales and housing starts began turning up in early 2009, according to the State of the Nation’s Housing report from the Joint Center for Housing Studies of Harvard University. First-time buyers and government help drove an increase in existing home sales, while record foreclosures continued.

As the fruitless debt-ceiling negotiations make a U.S. default ever more likely, planners face a question: Should they recommend that concerned clients shift their assets or, even more boldly, short U.S. Treasuries?

Schwab Advisor Services this week introduced a new software application called LaserApp that lets advisors automatically load new client data onto 80 different Schwab forms.