How the Wirehouses Embraced ETFs
Wirehouses and other large broker-dealers have emerged as key players in ETF distribution; big data and smart beta will drive the trend further.
There’s Gold in Them Thar Hills. And Art. And Condos.
Gold has taken a back seat to fine art and high-end residences as a store of wealth. Are you helping clients manage those assets' risk?
Apple Is the New Pimco, and Tim Cook Is the New Bond King
Tech companies hoarding cash have become big fixed income players, going after investment-grade offerings.
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.
BlackRock Plans Money Fund Changes to Meet New SEC Regulations
The world’s largest asset manager said it would change its lineup of money-market mutual funds to make them comply with new federal regulations.
U.S. Bond Sentiment Worst Since Disastrous ’09
Experts say 10-year yields could top 3% in 2015, twice the level forecast for 2014.
China ETF Demand Overwhelms Quota as Premium Surges
The largest U.S. ETF that tracks mainland Chinese stocks has jumped to a record premium as unprecedented demand forces fund manager Deutsche Bank to all but stop taking in new money.
BlackRock’s Rieder Fund Snags PIMCO Assets
Rieder, who runs the $4.1 billion fund, has delivered 7% over the past year, making it the top bond fund.
BlackRock Cuts Fees and Expenses on Three Bond Funds
The cuts come as Bill Gross’ PIMCO departure is sending billions of dollars to competing firms.
SEC Responds to Market Volatility by Ramping Up Bond-Fund Exams
Surging market volatility is making regulators increasingly concerned that bond funds have loaded up on hard-to-sell assets.