Investments

A new Morgan Stanley Wealth Management study looked at investor sentiments on domestic and global economies.

Defense in the cyberworld is difficult. The invisible duplication of information is intrinsic to computerized systems. Adding to this complexity, we now use global-spanning IT systems with numerous known and unknown dependencies.

PRIMECAP, Dodge and Cox, Western Asset and Boston Partners are the latest winners of the Morningstar U.S. Fund Manager of the Year awards.

Morningstar's recognition goes to funds boasting high returns and smart trading.

Bob Kerrey, a former U.S. Senator and governor of Nebraska, says that people who have Social Security as their only source of income need more help: Plus, cheap oil prices won't cause your 401(k) to crash.

Deborah Fuhr, a veteran ETF industry observer, says the explosive growth of ETFs is vindication for a product once dismissed by some investment professionals. In a discussion with Money Management Executive, Fuhr outlines factors that have led to the market's enthusiastic acceptance of ETFs.

What was once a higher-cost, lower-probability risk is halfway to being a sure thing. That means existing policies may be a bad deal.

Norm Champ, the SEC’s director of investment management, will resign after five years at the agency, the SEC said.

The top regulator of mutual funds, private equity and hedge funds at the U.S. Securities and Exchange Commission will step down later this month.

The president's proposals are "not a good capital investment policy in my view, and I think many clients would agree," says Jeanie Wyatt, CEO and CIO of South Texas Money Management in Houston.

As digital strategies move to the forefront, asset management firms are changing the way they think about their brands, how they communicate their offerings to potential clients - and the teams building that marketing outreach.

New legislation is needed that would include provisions to curb number of fund beneficiaries and enable more of them to return to work; Plus, Calpers not cutting its private equity allocations, but is reducing the managers it works with.

BlackRock’s chief executive officer has warned the retreat of banks as counterparties in credit will create severe volatility. Regulators are preparing new rules for mutual funds to ensure that a sudden stampede out of funds won’t result in a downward price spiral that threatens the financial system.

Customer alleged that broker made unsuitable recommendations of mutual funds, structured products and equities that set him back more than $125,000.

Where should advisors look for dividends in the stock market? Here's a closer look at what S&P 500 sectors yield, how dividends have been growing (or shrinking) in relation to the overall market, and what percentage of stocks in the sector provide a dividend.

Federal authorities are considering expanded regulation of large mutual fund companies, a move that opponents say threatens to bleed value out of the fund industry and aims to solve a problem that doesn't exist.

A group of nine fund managers is said to be planning to start a dark pool dedicated to large stock trades later this year. The new market -- named Luminex -- will admit asset managers who bet on prices to increase, sources said.

The industry in 2014 saw Pimco bleed billions after the abrupt departure of Bill Gross in September, while BlackRock reaped the benefits of that disarray. BlackRock's iShares ETFs captured $102.8 billion in investments in 2014. Also, Vanguard announced it would offer its first ETF focused on the $3.6 trillion U.S. municipal bond market, and a Cerulli study detailed the state of the annuities market.

Acadian Asset Management, the Boston-based quant fund that says it shares its investment secrets with clients, has set up in Japan as the nation starts to embrace smart beta strategies.

Analysts attribute the spate of municipal bankruptcies since 2011 to the aftereffects of the 2008 credit crisis and Great Recession, as well as changing attitudes about debt.