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Closed-ends yielding more than mutuals
Financial advisers on the hunt for income should be keeping a close eye on closed-end funds, where yields are double and triple those of traditional mutual funds and exchange-traded funds.
SEC charges mutual fund firm with misleading shareholders on advisers
The SEC has charged a fund firm with misleading shareholders about adviser fees. The action is the latest in the commission's crackdown on mutual fund boards and their fee arrangements.
Are index funds 'positively un-American?'
Friendly argument breaks out at ICI meeting after comment by CEO of Forward Management; State Street exec offers repost
Vanguard strategist: Bogle's bond index barb off point
The Vanguard Group Inc. founder and godfather of indexing John Bogle made waves this month when he said that the most popular bond index is broken.
All systems go for DoubleLine fund IPO
DoubleLine Capital LP is expect-ed to launch its second closed-end fund this month, and expectations are running high for its initial public offering.
Be leery of 'bondlike' claims of investment products
With clients desperately searching for yield, advisers need to be leery of the marketing claims associated with some fixed-income products, warns Bruce Kelly.
BlackRock forming an RIA advisory council
After seeking input from advisers on a new ETF lineup, BlackRock wants more so it plans to build an RIA advisory council.
Excitement builds for DoubleLine fund's IPO
DoubleLine Capital LP is expected to launch its second closed-end fund this month, and expectations are running high for its initial public offering.
The Takeaway: It's Jack Bogle's world
PortfolioETFs aren't going to solve investors' bad behavior problems. ( Bucks )Goldbugs search for secret conspiracies to explain their massively upside-down positions in the so-called Safety Trade. Keep searching. ( Business Insider )The BizFull-blown penny stock pump-and-dump alleged by Finra
Vanguard maintains blistering pace of asset growth
After setting inflow record for 2012, mutual fund firm beats rivals with $53B take in Q1.
Funds flowing from money markets into equities; bonds get some too
Optimism abounds among individual investors, which helps supports a case for another stock market milestone.As roughly $85 million moved out of money market funds over the past three months, at least half went into equity mutual funds — a bullish indicator, according to Jeffrey Kleintop, chief
WisdomTree to launch Japan ETF — with no exposure to yen
WisdomTree Investments Inc. plans to roll out a Japan small-cap exchange-traded fund that will hedge out exposure to the yen later this year. The WisdomTree Japan Hedged Small Cap Equity ETF will invest in dividend-paying Japanese small-cap companies, according to a filing with the Securities and
Gross' ETF trouncing his flagship fund
Exchange-traded version outperforming Total Return mutual fund; big edge in inflows, too
Joanna Bewick: Protecting against inflation
Interest rates are low now, but this Fidelity fund manager is guarding against what happens in the long run
Mark Travis: A midcap leader goes for boring — with dramatic results
If financial advisers are looking for a mutual fund that will put their clients in the hottest new sectors, the Intrepid Capital Fund isn't for them. Whenever the rest of the market is partying, Intrepid is likely to be a wallflower, waiting for the right time to buy low-key but solid companies
Explore your opportunities and be informed for your next move.
Mary Beth Franklin, InvestmentNews