SEC Issues Mutual Fund Prospectus Guide, Delays Annuity Summary Plan
The SEC says mutual fund summary prospectuses should be three to four pages long and written in plain English.
Merrill: Using Clients’ Emotions to Build Better Portfolios
Merrill's Michael Liersch is using behavioral finance to zero in on clients’ unique investment personalities to reach better outcomes.
Mutual Funds ‘Vehicle of Choice’ for Alt Investments
There are more than twice as many assets in alternative-investment mutual funds as in alt ETFs, Morningstar and Barron’s found.
Hussman: Exit Stocks Now!
“The investors who successfully leave the equity market at current valuations will exit through a needle’s eye,” John Hussman says.
A Correction Is Coming ... So?
The news media's worries about bullish market highs aren't producing very good investment advice, Barry Ritholtz says.
Top Portfolio Products: Compass EMP Adds 3 ETFs
Global multi-strategy bond launches; T. Rowe closes fund to institutional investors.
5 Market Investing Tips for Rest of 2014
The strongest performing groups in the equity sector so far in 2014 could be promising in the coming months.
The Markets at Midyear, Sprinkled With Fairy Dust
As investors bask in a comforting monetary-policy landscape, they shouldn't be so foolish as to dismiss the blunt warnings from the Bank for International Settlements.
Bill Gross’ One Big Idea: Things Are Better Than You Think, Investor
Viewed through the lens of a "real" fed funds rate of 0%, the markets aren’t so bubbly, the PIMCO bond king says.
PIMCO Total Return Outflows Top $64B: Morningstar
Another month, another period of declining assets for Bill Gross and the bond shop, according to the latest research.