Christine Benz: Hi, I'm Christine Benz for Morningstar.com. Most investors don't realize that many mutual funds and exchange-traded funds loan out the securities in their portfolios. Joining me to ...

Higher interest rates, changes in collateral used and other trends can result in higher revenues for institutional investors, such as DB plan sponsors. Securities lending is a way for institutional ...

Based on what I read on Seeking Alpha, income generation is a frequent topic, especially among retired investors like myself. Since authorizing this practice for some of my investment accounts, I’ve ...

Somer G. Anderson is CPA, doctor of accounting, and an accounting and finance professor who has been working in the accounting and finance industries for more than 20 years. Her expertise covers a ...

Securities-based lending is the practice of lending money to investors who use their securities, such as stocks, exchange-traded funds and others, as collateral for the loan. Getting a ...

For a few years now, the song has remained essentially the same for institutional asset owners and the managers with whom they partner – cost pressure squeezes them incessantly, and with high ...

SIFMA and SIFMA AMG submitted a pair of comment letters on the U.S. Securities and Exchange Commission’s (SEC) proposed rule under the Securities Exchange Act of 1934 (Exchange Act) that would ...

The past decade has been a prosperous one for retail investors. In the age of online, decentralized brokers, the way people invest has changed and with it, new and exciting incentives have emerged. It ...

Even in an environment of rising interest rates, clients beyond the ultra-wealthy can access securities-based lines of credit to meet their goals while preserving assets. Many high-net-worth ...

Securities lending market is vital to the healthy functioning of securities markets globally. Securities lending improves market liquidity, price discovery, and enables timely trade settlement but an ...

In the newest installment of #TALKtoUltimus, a podcast series from Ultimus Fund Solutions, James McGuire, Senior Manager for Adviser Services at Ultimus, interviewed Brooke Gillman, the Managing ...