Top Portfolio Products: American Funds, Well Fargo Add New Series, Changes
Also, AccuShares adds ETFs that track VIX, while Lincoln Financial launches a universal life product.
PIMCO Funds Down, Not Out (Yet): Morningstar
Still, the group has lost 37% of its assets since January 2014, Morningstar research shows.
SEC Said to Propose That Mutual Funds Disclose Risk of Rate Rise
The SEC is set to propose a requirement that mutual-fund companies report how vulnerable their bond portfolios are to interest-rate changes, two people familiar with the matter said.
Different Ways to Make Water Plays
Given today's environmental conditions, the natural resource offers investors varied opportunities.
American Century Grabs Ex-Wilshire Exec to Roll Out Liquid Alts
Cleo Chang will be in charge of the fund firm’s introduction of liquid alternative mutual funds expected later this year.
Eaton Vance to Help BDs Cover Tech Costs of Its New Active ETFs
In an unusual arrangement, the firm will compensate broker-dealers for some technology costs related to sales of NextShares ETFs.
What Investors Don’t Know Will Hurt Them Most
Tocqueville Asset Management founder Francois Sicart warns that the 36-year bull market in bonds means most market participants have no professional memory of rising rates.
Fidelity: How Big, Cheap and Active Beats Passive
A basis point here, a basis point there, and pretty soon you’re talking real money.
Dividend-Paying Stocks May Be Riskier Than Many Think
"Some of the highest dividend-paying stocks tend to be some of the riskiest,” says Jim Cahn, CIO of Wealth Enhancement Advisory Services.
SEC Fines Nationwide $8M for Delaying Mailed Customer Orders
For more than 15 years, Nationwide intentionally delayed delivery of untracked mail containing orders from customers, SEC says.