Investments

Are Alts Making the Grade

Here’s why these questionnaires don’t work -- and a better way to assess how much risk a client should take on.

Nearly all advisors include international equities in portfolio construction so why would we exclude the even larger asset class of international bonds?

BlackRock’s Rieder Favors Junk, CMBS as Fed Prepares Taper

Gross Says Icahn Should Leave Apple Alone and Help People

Weitz to Yacktman Hoard Cash as Value Managers Find Few Bargains

The SEC is conducting nationwide, "limited scope examinations" of certain mutual funds that invest in Puerto Rico securities, according to a document obtained by The Bond Buyer and knowledgeable sources.

Fidelity Investments, the second- biggest mutual-fund provider, has opened the cheapest lineup of single-industry exchange-traded funds as it seeks to break into a market dominated by Vanguard Group Inc. and BlackRock Inc.

Job insecurity has focused attention on the need for emergency cash.

Aberdeen Says in Talks to Acquire Lloyds’s SWIP Division

Franklin Profit Climbs 3.4% as Global Stock Rally Boosts Assets

Pacific Investment Management Co. doesn’t hold Puerto Rico debt in its tax-free funds, and the company predicts that a lack of improvement in the island’s finances may increase volatility in other municipal securities.

Public pension funds have been moving huge amounts of money into alternative investments managed by Wall Street.

Clients’ desire for principal protection plus profit potential has benchmark-based products booming.

The firm’s advantage over its Wall Street peers is fading in the eyes of credit- derivatives traders as fines and regulator probes hobble profits while firms from Citigroup Inc. to Morgan Stanley rebound.

Sector Weight Approach to Portfolio Construction

Fidelity to Open Cheapest Single-Industry ETFs in Asset Push

What Do Clients Really Want?

Mutual Funds Stay the Course

As retail funds for alternative investments become more widespread, planners must explain their purpose in a portfolio.