Investments

Cambiar Investors, LLC is giving investors early Christmas gifts this year.

The Litman Gregory Masters Smaller Companies Fund has made a roster change.

IndexIQ has announced today that it plans to close the IQ Emerging Markets Mid Cap ETF.

BlackRock’s latest November 2012 ETP Landscape Report paints a rosy picture for exchange-traded products heading into the New Year.

OppenheimerFunds today officially closed the book on its acquisition of SteelPath Capital Management and SteelPath Fund Advisors.

Gemini Fund Services has announced that its Two Roads Shared Trust, which launched in April, will soon include alternative mutual funds from Alternative Road Investment Advisers, Belvedere Asset Management, and LJM Funds Management.

“[A] segment of wealth managers appear to live in denial, clinging to investment methodologies that have patently failed twice over the past decade and are likely to fall short again,” the authors of a white paper accompanying the survey results wrote.

Industry wide, however, annuity sales dropped slightly in the third quarter, according to a report by Morningstar and Beacon.

For the better part of two years, Mary Schapiro told anyone who would listen that the federal government could not afford another bailout and that the money market mutual fund industry would have to backstop itself.

Phoenix -- David Blitzer, managing director, S&P 500 Dow Jones Indices, took home the lifetime achievement award at The William Sharpe Indexing Achievement Awards Ceremony held today at IMN’s newly-named Global Indexing & ETFs conference (formerly the Super Bowl of Indexing Conference) in sunny Phoenix, AZ.

The NASDAQ OMX Group has launched the NASDAQ Global Index Family, which represents more than 98% of the global equity investable marketplace and will result in the development of 24,000 indexes.

MountainView Securities, a broker/dealer focused on the fixed income markets, has hired Amber Lindsay as Managing Director of Fixed Income Sales.

For the better part of two years, Mary Schapiro told anyone who would listen that the federal government could not afford another bailout and that the money market mutual fund industry would have to backstop itself.

Ben Johnson, who has led Morningstar’s passive fund research in Europe and Asia, has been named director of passive fund research globally.

Think you've got your target-date planning down pat? Think again.

Looks like the "ETF fee war" is waging on.

The largest U.S. exchange-traded fund tracking municipal bonds touched the highest price since it began five years ago as investors speculated that tax rates will increase to help curb the federal deficit.

Looks like the "ETF fee war" is waging on.

The investment landscape next year will put a new twist on an old expression: It's boring but it beats the alternative.

With the threat of the fiscal cliff and other uncertainties, wealthy investors are speeding up recognition of gains and taking other defensive measures.