As the 10-year Treasury yield percolates up toward 4% in the latest sign of looming inflation and rising interest rates, investors should start to consider hedging some of their fixed-income exposure.
Executives at BlackRock Inc. and Invesco PowerShares Capital Management LLC are calling on regulators to address suitability requirements for the sale of sophisticated ETFs such as commodities-based and leveraged funds
The U.S. Securities and Exchange Commission is investigating whether exchange-traded funds are being used to hide insider trading, a person with knowledge of the probe said.
Morningstar Inc. is developing ratings for advisers' exchange-traded-fund model portfolios, a first for the burgeoning industry.
Exchange-traded funds may be all the rage, but closures of ETFs are up 500% since 2007. Here are some warning signs that a fund may be headed for that great pooled asset in the sky.
With fund firms launching a seemingly endless parade of exchange-traded funds, a dark side to this glut of offerings is emerging: Portfolio liquidations, once rare, are becoming more common
Research firm aims to barge into the ratings biz for exchange-traded funds; rival doing some revising as well
The combined market value of U.S. exchange-traded funds surpassed $1 trillion for the first time in 2010, while ETFs investing in emerging markets and bonds receiving the most new money, Birinyi Associates Inc. said.
The Vanguard Group Inc. has edged out BlackRock Inc.'s iShares as advisers' most trusted exchange-traded fund provider, according to a survey released by Cogent Research.
Brokerage plans to charge fund firms by assets on its platform -- not accounts.
AllianceBernstein, OppenheimerFunds occupy bottom rung in latest ratings; Fidelity slips.
Expanded definition of 'fiduciary' likely to hamstring funds that work with plan sponsors and participants.
Vanguard decided to drop Axa Rosenberg as the manager of its $8.9 billion Explorer Fund Ticker:(VEXPX), the $492 million U.S. Value Fund Ticker:(VUVLX) and the $84 million Market Neutral Fund Ticker:( VMNFX).
Branding trumps performance in the fund world, according to the results of the latest <i>InvestmentNews</i> broker-dealer survey. Advisers prefer American Funds, despite spotty performance, while Vanguard emerges strong. <a href=http://www.investmentnews.com/article/20110123/REG/301239996&issuedate=20110121&sid=BD0121) More on the mutual fund results here,</a> and more on the <a href=http://www.investmentnews.com/section/specialreporttemplate?sid=BD0121&issuedate=20110121>B-D special report here.</a>
While Americans in Egypt evacuate with help from the U.S. Embassy, financial advisers are considering whether investments in the embattled nation — and the rest of the Middle East — should follow.
Many see 'gems' overseas, where stock valuations trail economic reality; 'investors just can't believe we're actually recovering'
Investors in hedge funds and limited partnerships are used to receiving these forms, which reflect an investor's proportionate share of a partnership's taxable income or loss
Affluent investors increasingly are turning to exchange-traded funds over mutual funds, and when it comes to their sentiments about the providers of those ETFs, clients rate The Vanguard Group Inc. above all others
