Fixed Income
News and analysis of fixed income markets including the key factors affecting performance such as interest rates, Federal Reserve policy and the state of the economy.
SEC's Avakian Details Next 12b-1 Fee Crackdown
By Melanie WaddellThe Enforcement Division is focused on advisor disclosures and conflicts associated with bank deposit sweep programs.
November 25, 2019
Vanguard Changes Key Leaders in Investment Management: Portfolio ProductsAlso, Hennessy Funds completed rebalancing of its Mid Cap 30 concentrated portfolio.
November 25, 2019
Cybersecurity a Bore? Not When You Get HackedFraudsters now use "social engineering" to tailor attacks. Make sure you and your clients are educated on what to look for.
November 21, 2019
U.S. Investors Overwhelmingly Favor Bond Funds Over Stock Funds"Demand for U.S. equity vehicles simply isn't there," Morningstar says.
November 19, 2019
2020 Medicare Changes Highlight Valuable Income-Minimization StrategiesBecoming subject to Medicare's income-based surcharges can increase Medicare premium costs substantially.
November 18, 2019
Millennials Understand Fixed Income Better Than Do Older Investors: SurveyNearly 70% of boomers have no fixed income allocation, according to a BNY Mellon Survey.
November 18, 2019
Putnam Launches 7 SMAs: Portfolio ProductsAlso, Frost Investment Advisors added a Global Bond Fund.
November 13, 2019
The Limits of Fed Policy, Per Its ChairmanThis was one of several themes Fed Chairman Jerome Powell spoke about in testimony before the Joint Economic Committee.