Mutual funds

Calling it a good investment, Northwestern Mutual completed its $2.7 billion sale of asset manager Russell Investments to the London Stock Exchange Group after 15 years of ownership.

The SEC's changes in July to Rule 2a-7 governing money market funds may be simple in concept - but they will require significant changes in fund operations. Fund transfer agents and other service providers must significantly reengineer their processes to comply with the new rules between now and 2016, when the most significant changes take effect.

Corporate bond sales worldwide are poised to set an annual record as soon as this week as companies lock in borrowing costs that forecasters say are bound to rise. Amazon.com., Volkswagen and Alibaba have propelled offerings to $3.96 trillion this year, about $7 billion short of the peak of $3.97 trillion in 2012.

John Jacobs, executive vice president of global information services at Nasdaq and pioneer of the QQQ ETF, reflects on the growth of the ETF industry and shares his predictions on upcoming trends.

Aberdeen Asset Management, Europe’s largest publicly traded money manager by assets, reported $32 billion of outflows in the full year as investor sentiment toward emerging markets waned.

A recent study compared advisors’ reactions during the last financial meltdown to PTSD. Here’s my advice for beating stress when markets go haywire.

An analysis compares portfolios built using 'smart beta' indexes against those whose components are weighted by market cap. See the results.

Treasuries gained, sending 10-year yields a one-month low, as jobless claims rose, business- equipment orders fell and home sales were less than forecast, raising concern about the health of the economic recovery.

The end of the year is the perfect time to think about what you accomplished and what you want to accomplish in the next twelve months. This checklist will help ensure you've thought through the major considerations to plan your distribution strategy for 2015.

Among recent notable product launches is an ETF aimed at accessing China's onshore bond market, a new index that will track publicly-listed companies developing or providing cyber security technology, and a fund aiming to outperform an index composed of futures contracts on 14 heavily traded commodities.

Greg Davies, head of behavioral finance at Barclays reviews how technology has fit within the industry and the opportunities and challenges that development has brought.

The likelihood that a powerful tech innovator such as Google will enter the asset management space and upend the market has increasingly become a matter of concern and speculation within the financial industry.

Fund sponsors must approach robo advisors like that of a home office at a traditional broker/dealer intermediary, ensuring the marketing and sales approach is tuned to how the product will enhance robo advisor model portfolios.

Legg Mason attracted $5.1 billion into its bond funds in October, the most in more than seven years, after the departure of Bill Gross from Pimco prompted investors to reallocate billions of dollars.

Clients report Social Security's employees being uninformed of the agency's rules, or worse, providing wrong information; Plus, the downside of target-date funds

Changes in the industry confront asset managers on several fronts. Michael Rawson, an analyst covering passive strategies on Morningstar's manager research team, shares his expectations on the outcomes these industry shifts will bring.

The Fix LA Coalition, an effort spearheaded by labor unions and its allies, wants Los Angeles City Attorney Mike Feuer to file a regulatory complaint against the underwriters involved in 2006 interest rate swaps saying the risks weren't disclosed.

At the heart of increasing employee resentment, and more than a dozen lawsuits against 401(k) plans, are a raft of obscure fees and services; Plus, your clients will see real advantages in using robo advisors.

Advisors examine their positions with Pimco and debate Bill Gross's influence as October saw a record $27.5 billion in outflows from Total Return Fund.

Investors should weight the cost of paying debt with savings versus the gains from keeping the money in their retirement account; Plus, how to bolster low retirement savings, and when to consider high-yield funds.