Investments

The turbulence that’s battered financial markets in recent weeks reduced the volume of municipal bonds sold in June to the lowest level that month has seen in 10 years.

Thesis Flexible is an alternative strategy fund that primarily uses hedge fund strategies and is already on the Fidelity and Schwab platforms.

TD Ameritrade and Vanguard Group have added the Thesis Flexible Fund, an alternative strategies fund, to their respective platforms. Grand Distribution Services of Milwaukee distributes the fund, managed by Thesis Fund Mgmt. of New York. The fund uses hedging strategies and is managed by the Thesis team with Stephen Roseman, Thesis Fund Mgmt. chief executive officer, as senior portfolio manager.

Though world gross domestic product shrank in 2009, high-net-worth individuals managed to almost make up for 2008 losses, according to the Merrill Lynch Global Wealth Management and Capgemini 14th annual "World Wealth Report."

The number of exchange-traded funds has surged the past few years, bringing a unique business opportunity to Russell Indexes in Tacoma.

It's official: The 60-week-long, $600 billion-strong, steady sales streak for mutual funds is over.

NEW YORK-After getting burned by the financial crisis in 2008, many investors have decided to sit on the sidelines instead of jumping back into equities. But Putnam Investments said at its mid-year equity markets briefing Tuesday at the St. Regis Hotel it sees the uncertainty in the financial markets as an opportunity.

After getting burned by the financial crisis in 2008, many investors have decided to sit on the sidelines instead of jumping back into equities. But Putnam Investments said at its mid-year equity markets briefing Tuesday in New York that it sees the uncertainty in the financial markets as an opportunity.

As the last ten years have demonstrated, buy-and-hold may be logically sound, but it may no longer be a viable investment strategy.

The reform bill that appears headed to enactment is designed to address problems that produced the 2008 financial crisis. A major premise behind the legislation seems to be that the crisis resulted in large part from regulators’ lack of adequate tools. Thus the bill provides the Securities and Exchange Commission, the primary regulator of mutual funds, and the Federal Reserve Board with even greater authority than they now possess. It also creates entirely new regulatory bodies such as the Consumer Financial Protection Bureau and the Financial Stability Oversight Council.

Federal regulators would spend months, if not years, implementing the sweeping changes to the municipal market that were outlined in the financial regulatory reform legislation finalized by House and Senate negotiators late last week.

The Securities and Exchange Commission said it effected an "emergency asset freeze" against a 'purported fund manager' based in the U.S. Virgin Islands.

As the buyer base for Build America Bonds continues to expand, Fitch Ratings has created a website so investors unfamiliar with the municipal market can visit a "one-stop shop" for all BAB-related research

Global assets under management rose 16.3% to $49 trillion last year from a year earlier, according to Cerulli Associates.

According to Cerulli, net inflows rose 1.1%, as nervousness sidelined some investors.

As the buyer base for Build America Bonds continues to expand, Fitch Ratings has created a website so investors unfamiliar with the municipal market can visit a "one-stop shop" for all BAB-related research.

If your clients have been aching to invest in master limited partnerships without the usual headaches that they bring, you now have options.

CHICAGO — Yields on floating-rate municipal prepaid gas bonds with ties to BP have spiked to nearly 9% from less than 0.5% as credit analysts continue to cut their ratings on the oil giant.

During his keynote address at the Morningstar conference, Jeffrey Gundlach forecast radical policies out of Washington that would include higher taxes and warned that deflation and the debt overhang will continue to impact investor for the next five years.

Vanguard's top executive said at the Morningstar Conference that it’s not just liquidity, but trust, and perhaps an overhaul of the regulatory system through the creation of a systemic risk council, to restore investing.