Investments

Fink Says Federal Regulatory Process Needs More Transparency

With stocks soaring, some advisors are turning to alternatives as a way to trim downside risk while maintaining market participation.

U.S equity fund assets are near record levels, but in a reversal of last year’s trend, investors are putting more money into bond funds than U.S. stock funds.

These pass-through vehicles often yield around 5% or 6%, though they can present tax-reporting headaches and are far from risk free.

These pass-through vehicles often yield around 5% or 6%, though they can present tax-reporting headaches and are far from risk free.

What clients can do if they run out of money; Game changers in retirement planning; Advisors offer dos and don'ts with 401(k) plans

These pass-through vehicles often yield around 5% or 6%, though they can present tax-reporting headaches and are far from risk free.

The top three players – Blackrock, State Street and Vanguard – currently dominate U.S. ETF market share, holding more than 80% of total assets as of mid-2014, a percentage that has remained relatively unchanged since 2012.

Janney Capital Markets is concerned that Standard & Poor's ratings for some local governments may be too high and out of step with current credit conditions.

While actual hedge funds may be limited to the very wealthy, advisors are using their strategies to reduce risk in the portfolios of everyday clients.

While actual hedge funds may be limited to the very wealthy, advisors are using their strategies to reduce risk in the portfolios of everyday clients.

While actual hedge funds may be limited to the very wealthy, advisors are using their strategies to reduce risk in the portfolios of everyday clients.

What Providers Need to Know About Smart Beta

Marketing Forces Lift New Fund Launches

How Successful Fund Launches Leverage Distribution

Hedge fund alpha is going from bad to worse. Why the decline in performance?

Hedge fund alpha is going from bad to worse. Why the decline in performance?

Active ETFs may seem contradictory to investors, so ETF providers have a built-in challenge to tackle them.

Understanding The Uptick In ETPs

For advisors, the choices among alternative beta portfolios are numerous. Which ones make the most sense for clients?