Mutual funds

The mounting danger of data breaches and online crime threatens firms with financial disaster unless they become more cyber-resilient, says one cyber security and technology risk expert.

Ballentine Partners is a wealth management firm with roots in an unusual institution: a summer camp.

The industry saw Van Eck Global sponsoring a $3M student fund and scholarship at the USC Marshall School of Business, the flagship liquid alt fund offered by IndexIQ passing the $1 billion assets mark, a survey of 235 hedge fund professionals expressing positive sentiment, and Morningstar naming its fund managers of the year.

The push to make money-market funds safer means the biggest U.S. banks will pay more to borrow while America’s near record-low financing costs go even lower.

With mutual fund assets growing exponentially, more private fund managers are taking advantage and launching retail funds. They might be unfamiliar with the scrutiny faced by traditional mutual funds, especially since Sarbanes-Oxley was passed. There are things to keep in mind when considering the best Sarbanes compliance practices.

Holdings in ETPs backed by silver fell 0.3% last month, after declining 3% in December, while gold holdings jumped 4.1% in January. Retail investors account for 80% of U.S. purchases.

Kevin Carter's passion for emerging markets quickly put him at odds with the available ETF options for investors. Even in the largest offerings from established providers, he says the problem was apparent: investors weren't getting exposure to the innovative companies garnering global attention, such as Baidu, but rather staid, government-owned entities.

Pimco’s biggest mutual fund suffered about $11.6 billion in withdrawals in January, the 21st straight month of redemptions at the investment fund created and formerly run by bond manager Bill Gross.

The ongoing, rapid growth of ETFs begs a question: is it sustainable, or will the market soon find itself in a bubble? A new global report on the ETF industry says there is little to stop its momentum.

DoubleLine Capital, the bond firm co-founded by Jeffrey Gundlach, attracted its biggest monthly subscriptions ever last month after beating peers in 2014.

The big leadership issues facing executives in the asset management industry have multiplied in just a year, one reason why attendees at the upcoming NICSA Strategic Leadership Forum in Hollywood, Fla., might be hard-pressed to agree on a common concern.

Federal Reserve Governor Daniel Tarullo said asset managers could pose potential risks in a future crisis if they are forced into fire sales, and said new regulations might be warranted to promote stability.

Now more than ever, all asset managers face a challenging and rapidly evolving environment that poses both risk and opportunity in technology as we look toward the end of this decade.

Franklin Resources, manager of the Franklin and Templeton mutual funds, said fiscal first-quarter profit fell 6.2% as investors pulled money from the firm’s best-known global bond funds.

The biggest challenge for any new firm considering an entry into the ETF market is overcoming the regulatory hurdles placed between a product and customers. Few understand that difficulty as keenly as Eric R. Ervin, CEO and co-founder of San Diego, Calif.,-based ETF provider Reality Shares.

Invesco said fourth-quarter profit rose 5.6% as client assets increased.

A new effort by President Obama to tighten cybersecurity at financial institutions and other businesses could help light a fire under some firms that have historically been slower to react in the wake of a data breach and help financial institutions dealing with a tangle of confusing state laws.

The bond market's main concern is the ballooning ETF industry and how it has shaken up the traditional way to buy and sell debt.

Iran will get its first index exchange- traded fund tomorrow with the instrument’s creator betting on growing foreign demand for the nation’s stocks as it nears a deal to end sanctions over its nuclear program.

Buy an index fund and let the bull market guide you to a 44% gain. Most money managers who actually pick stocks couldn't match the Standard & Poor’s 500 Index, let alone beat it. Thanks to three weeks of volatility, that’s beginning to change.