Investments

'There are some really extraordinary companies in Russia, but you have to be willing to embrace the controversy,' says Oppenheimer's Justin Leverenz at a Morningstar conference panel.

Investors’ appetite for U.S. equity exchange-traded funds has weakened to levels not seen in four years as demand for safety drove more money to fixed income.

Using the right chemistry, advisors can mix investments and land in a sweet spot on the risk-return spectrum.

Asset managers are feeling unprepared for future challenges despite already making strides to improve fund oversight, according to a survey of North American asset managers.

Kathleen Tarr says AT&T Inc. employees looked to her as “their de facto 401(k) expert.” Visiting their homes and offices, she advised them on their retirement plans as they called up balances on computer screens.

The $3.7 trillion municipal market is headed for the longest losing streak since March after localities offered the most bonds in three months.

Database platforms are providing a major assist to asset managers looking to better organize their marketing and distribution strategies.

One year after the U.S. Securities and Exchange Commission proposed new protections for money- market mutual funds, support is eroding for the agency’s plan to rein in the riskiest of them.

BlackRock, the biggest provider of exchange-traded funds, is ramping up its fight with Vanguard Group for U.S. retail investors by doubling the number of funds in its low-fee “core” series.

While some in the industry have expressed reluctance, Krawcheck says other advisors and institutional investors are intrigued.

For advisors, there are significant non-portfolio issues to consider when interest rates finally increase.

Wall Street veteran Sallie Krawcheck is putting her name behind a new index fund that before its re-launch suffered dismal long-term performance. Will advisors be interested?

Financial advisor use and recommendation of ETFs is continuing to grow, outpacing all other investment vehicles, a new survey from the Financial Planning Association shows.

ETF and mutual fund providers need to rethink their sales and marketing strategies in light of the rapid growth in the sales of these products by registered investment advisors.

When some investors were fleeing Russian stocks as President Vladimir Putin moved to annex Crimea, Pacific Investment Management Co. turned bullish.

Deutsche Asset & Wealth Management, in partnership with CAIA, will now require its employees in its retail distribution arm to enroll in CAIA's fundamentals of alternative investment certification program.

Morningstar is offering DIY investors direct access to its separately managed accounts -- should advisors be worried?

In grading investment performance, it turns out that consistency is even more important than asset allocation.

Financial advisor use and recommendation of ETFs is continuing to grow, outpacing all other investment vehicles surveyed by the FPA's Journal of Financial Planning and the FPA Research and Practice Institute.

If you’re comparing a multi-asset client portfolio to the S&P 500, you’re setting yourself up for trouble.