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Allianz says investors pulled $35 billion in Q4

February 15, 2019

Allianz, the German insurer that owns investment firm Pacific Investment Management Co., saw outflows spike as clients fled volatile markets in the fourth quarter. Investors pulled 31 billion euros ($35 billion) of funds in the final three months...

The only certainty is death, taxes, and muni advantages

February 14, 2019

If the last few days are any indication, the denizens of Wall Street either aren't as sharp as they seem or they're dreading the prospect of paying more in taxes. I say this because two of the most popular articles on the Bloomberg terminal...

Ron Carson's firm sued by former client for $500,000

February 14, 2019

Carson Wealth Management, one of the most recognizable names in the financial advisory business, is being sued by a former client for $500,000 for charging fees the client claims were excessive. The arbitration claim, which was filed on Dec....

Financial advisers head to cash as stocks move up

February 14, 2019

Never mind that the stock market is up more than 8% from the start of the year. For a lot of professional investors and financial advisers, the risk-off mood that was triggered late last year has been hard to shake. "We're tactical investors...

Passive funds surpass active funds in large-cap sector

February 13, 2019

If stock-pickers are becoming an endangered species, this may be the latest sign. Investors now have more money in large-cap equity funds tracking indexes than in actively run funds of the same type. The lines crossed in the fourth quarter,...

Rubio wants to curb stock buybacks encouraged by 2017 tax law

February 13, 2019

Sen. Marco Rubio is taking on the GOP's 2017 tax law by arguing that it's encouraging companies' rush to buy back stock, hurting the economy. The Florida Republican, as chairman of the Senate Committee on Small Business and Entrepreneurship,...

Washington dysfunction will stir 'a lot of market volatility' this year

February 12, 2019

The political dynamic in Washington will likely lead to a bumpier stock market this year, with issues such as the debt limit, trade and oversight hearings looming large, experts said Tuesday morning in New York. The split government, divided...

Zero-fee ETFs are the elephant in the room at industry summit

February 11, 2019

There's a Fidelity-sized cloud hanging over asset managers gathering this week at the marquee event for exchange-traded funds. After the $2.6 trillion Boston-based behemoth started selling mutual funds without an annual management charge last...

The true cost of passive investing

February 11, 2019

It seems as if passive investing — index and exchange-traded funds — has won the performance battle in today's financial markets. Trillions of investment dollars now rest in massive pools, while investors question why they pay active managers...

Stock pickers are excited as passive funds shed $16 billion

February 8, 2019

For stock pickers, it's the dream that will never die: An aging bull market prone to violent dislocations will revive their fortunes as they buy overlooked winners and snub losers. Things haven't gone according to plan over the years as the...

Fidelity adds bond, multi-asset choices to model portfolios

February 7, 2019

Fidelity has expanded its model portfolio offering by adding a portfolio for bond income and one for multi-asset income. The additions are the first models offered by Fidelity that include exchange-traded funds, along with active and passive...

Finra bars rep fired by Merrill Lynch over improper fund sales

February 6, 2019

The Financial Industry Regulatory Authority Inc. has barred Bhenoy Dembla, who was discharged by Merrill Lynch in 2016, for falsifying documents in connection with sales of mutual funds. Mr. Dembla, who worked in Chicago and joined Merrill Lynch...

Vanguard defends the value of active bond funds

February 6, 2019

Quick — what's the first word you associate with Vanguard Group Inc., the $5.1 trillion investing giant? Perhaps it's "indexing" or "passive," referring to some of the asset manager's largest fund offerings, such as its $577 billion Vanguard...

Why muni bond dealers welcome the tax-the-rich push

February 4, 2019

Politics aside, one corner of Wall Street is likely welcoming Democrats' talk of raising taxes on the rich. Higher rates tend to be a good thing for the $3.8 trillion state and local government bond market, a haven for investors looking for...

Cryptocurrency executive dies; takes access codes with him

February 4, 2019

Digital-asset exchange Quadriga CX has a $200 million problem with no obvious solution — just the latest cautionary tale in the unregulated world of cryptocurrencies. The online startup can't retrieve about C$190 million ($145 million) in...

Bill Gross retires after four-decade career in bonds

February 4, 2019

Bill Gross, who reigned for decades as the Bond King at Pacific Investment Management Co., is retiring more than four years after jumping to Janus Henderson Group from the fixed-income giant he co-founded. "I've had a wonderful ride for over...

Bond titan blasts 'misguided' bet that Fed hikes are over

February 1, 2019

A investor responsible for $150 billion worth of debt warned markets are getting ahead of themselves with big bets that the Federal Reserve is taking an extended pause in raising interest rates. "The market's assumption that the Fed will not...

Hedge fund creates the ultimate tax-free IRA for employees

February 1, 2019

Renaissance Technologies, the giant hedge fund founded by billionaire Jim Simons, seems to have created the premier, tax-free retirement account for its employees. A deft maneuver back in 2012 enabled employees to invest in RenTech's storied...

Muni-bond funds return to Puerto Rico

January 31, 2019

Traditional bond buyers are going back to Puerto Rico. After shunning the U.S. territory for much of the past six years, municipal-bond mutual funds are again buying the government's debt as it recovers from the 2017 hurricane and inches closer...

Stocks rally on Fed interest-rate decision

January 30, 2019

U.S. stocks extended gains after the Federal Reserve said it will be "patient" on future interest-rate moves and signaled flexibility on the path for reducing its balance sheet. The dollar fell toward a three-week low. The S&P 500 Index was...

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