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.
Merrill to Pay $1.5M FINRA Fine Over Muni Shorts
By Jeff BermanThe firm failed to notify investors in munis that they were receiving "substitute" interest payments that weren't tax-exempt, FINRA says.
September 09, 2021
Riskalyze Expands Connected Trading: Tech RoundupAlso, Broadridge Fi360 Solutions introduces enhanced Decision Optimizer software for financial advisors.
August 31, 2021
Self-Directed 401(k) Balances Surge in Q2: Schwab401(k) brokerage accounts that were advised had higher average balances than those that weren't, Schwab reported.
August 27, 2021
What Makes a 'Perfect Portfolio'? Thoughts From Bogle, Markowitz, Siegel, OthersStephen Foerster's research on these investing superstars' philosophies unearthed some surprises, he tells ThinkAdvisor.
August 25, 2021
Bloomberg Barclays Bond Indexes Are RebrandedThe indexes are the foundation or benchmark for hundreds, if not thousands, of mutual funds and ETFs.
August 20, 2021
Delta Variant Is Top of Mind for Active Traders: SchwabThe virus outranks inflation, Federal Reserve policy and U.S.-China relations as the top factor, the survey found.
August 09, 2021
SEC Bars Ex-Pimco CEO Hodge Over College Admissions ScamThe sanction comes more than a year after the executive was sentenced to nine months in prison for his actions.
August 03, 2021
Don't Kill the 60/40 Portfolio: Vanguard ConsultantAvoid the temptation to bulk up on riskier fixed income assets, Matthew Sheridan says.