Investments

PIMCO is continuing to build out its active equities platform with the launch of two new funds: the Dividend and Income Builder Fund and the EqS Dividend Fund.

PIMCO is continuing to build out its active equities platform with the launch of two new funds: the Dividend and Income Builder fund and the EqS Dividend fund.

NYSE Euronext said the volume of trading in stocks it handles in the United States fell 10.6% in December.

U.S. stocks moved slightly higher Monday as the Dow Jones Industrial Average rose 32.77 points to finish at 12,392.69 while the Nasdaq and S&P 500 added 2.34 points and 2.89 points, respectively.

Standard & Poor’s Capital IQ research unit said it has developed a method of forecasting negative and positive earnings surprises of a magnitude of 5% or larger.

Morningstar is no longer just looking backwards – focusing on three-, five- and 10-year returns. The fund ratings giant is now looking ahead to the future, as well.

FINRA has asked the SEC to allow it to assess its muni members quarterly fees based on the par value of their reported transactions to help fund the Governmental Accounting Standards Board, despite protests from issuers and dealers.

When it comes to bond funds — or any mutual funds — past performance is not the best way to analyze them. Instead, S&P Capital IQ analyst Todd Rosenbluth suggests investors should consider the credit risk of the underlying bonds, as well as a fund’s duration.

Morningstar is no longer just looking backwards -- focusing on three-, five- and 10-year returns. The fund ratings giant is now looking ahead to the future, as well.

Know what to pay attention to and what to ignore.

Investors pulled more than $125 billion from mutual funds that invest long-term in stocks last year, according to the latest data released by the Investment Company Institute. Of that, $5.2 billion got pulled in the week leading up to New Year's Eve.

Morningstar is no longer just looking backwards-focusing on three-, five- and 10-year returns. The fund ratings giant is now looking ahead to the future, as well.

Did you have the foresight to invest heavily for your clients in Pacific Investment Management Co.'s 25-year zero-coupon U.S. Treasury exchange-traded bond fund, one year ago?

Standard & Poor’s Capital IQ research unit said it has developed a method of forecasting negative and positive earnings surprises of a magnitude of 5% or larger.

Know what to pay attention to and what to ignore.

Amidst the worried debate over whether the United States will tumble into recession this year, market watchers agree on one thing: volatility is here to stay and advisors and their clients will have to be on their toes.

Amidst the worried debate over whether the United States will tumble into recession this year, market watchers agree on one thing: volatility is here to stay.

William Polk Carey, founder of investment management firm W.P. Carey & Co., died on Jan. 2 at age 81, the company announced.

Putnam Investments is laying off 78 employees, or 4.4% of its workforce. The layoffs, primarily in operations, follow a 3% decline in assets under management, from $121 billion in 2010, to $117 billion in 2011.

Direct Edge said it received approval to launch a market maker program for its two national exchanges.