Results for "investments"
Displaying 8,361 results

Will global macro finally shine?
April 17, 2018
Following the Federal Reserve's latest decision to increase its benchmark interest rate in March, and as a growing number of central banks around the world reverse their policies of monetary stimulus, advisers and investors should take the opportunity...

Invesco said to mull ETF-only Guggenheim deal
August 24, 2017
Invesco's rumored purchase of Guggenheim Partners' retail mutual fund business may be limited to a $1 billion buyout of Guggenheim's ETF operations, Barron's reports. That represents a significant rollback from previous rumors. Earlier in August,...

Many women get a rude financial awakening when they divorce
April 13, 2018
For some, it means liberation. For others, loss. For women in particular, the doubling of the divorce rate for the 50-plus crowd since the 1990s can mean something far more prosaic: a need to shoulder the big financial decisions they'd let their...

Public pensions put Pimco on watch after Gross exit
October 13, 2014
The departure of William H. Gross from Pacific Investment Management Co. might end up cutting deeper into his personal reputation than into the $1.87 trillion in assets under management at the firm he was synonymous with for 40 years. Mr. Gross'...

JPMorgan Chase sued for charging 'sky-high' fees for crypto purchases
April 12, 2018
JPMorgan Chase & Co. has been sued for charging "sky-high" interest rates and fees to customers who used their credit cards to buy cryptocurrencies such as bitcoin. Brady Tucker, a Chase credit card customer in Idaho, claims the bank in January...

Riskiest funds fare best over time — but can you keep clients in them?
April 11, 2018
If you could go back in time 30 years, you'd probably have some words of advice for your younger self. For example, no one is really impressed by your ability to throw a Frisbee. At some point, you run out of things to do with a crate of bananas....

O'Hanley: Heir to Fidelity throne, or just passing through?
May 17, 2010
Ronald P. O'Hanley has the temperament and business savvy needed to occupy the premier industry hot seat between Edward “Ned” Johnson, chairman and CEO of Fidelity Investments, and his daughter Abigail, industry executives say. There's no...
Housing, banking news drives market up
May 18, 2009
Stocks started the week strong today as upbeat news on housing and banking helped boost the Dow Jones industrial average up more than 200 points. The Dow closed up 235.44, or 2.85%, at 8,504.08; the S&P 500 rose 26.83, or 3.04%, closing at 909.71;...
LaSalle: Real estate valuations to fall in '09
December 16, 2008
Real estate valuations are expected to fall next year, with the low point in the cycle expected in 2010, according to LaSalle Investment Managements Investment Strategy Annual, a comprehensive survey of global real estate markets. Commercial...

Is the Fed fighting the last war?
December 17, 2013
In recent posts, we have approached the problem of the outlook for interest rates by outlining the questions that surround the potential growth rate of the U.S. economy. It is established that this rate is heavily influenced by conditions in...
Sponsored by Putnam Investments

Volatility: How separately managed accounts were effected
August 14, 2011
The domestic-equity markets were extremely volatile during the second quarter, particularly in June. April continued the pattern of the first quarter as the Russell 1000 Index was up 3% and the Russell 2000 Index was up 2.6%. Both indexes were...
Bill Gross: How a global debt crisis trickles down to investors
March 1, 2010
The following is a monthly commentary written by Bill Gross, managing director and co-chief investment officer at Pacific Investment Management Co. LLC. I haven't gone to a cocktail party in over 10 years. Granted, perpetually watching Seinfeld...

2017 largest variable annuity providers
February 17, 2018
VA sales have trended downward for five years, and the third quarter brought more bad news: the product line saw the lowest sales in 20 years. However, experts think interest may slowly pick up as advisers and insurers get more comfortable...

Thinking outside the style box
March 22, 2018
The popular "style box" developed by Morningstar Inc. goes back to 1992. Entire generations of mutual fund managers, financial advisers and investors have never been without the concept. An intuitive framework for equity investing, the style...

10 worst days ever for Dow Jones
February 5, 2018
The 1,175-point drop in the Dow Jones Industrial Average on Monday was the largest ever in absolute terms, but the decline did not even crack the Top 20 in terms of percentages losses. For some real hair-raisers — even if the declines were...

Dow tumbles 665 points in biggest plunge since 2016
February 2, 2018
The Dow Jones Industrial Average tumbled 665 points in the biggest plunge since June 2016, as the worsening bond rout stirred angst that the Federal Reserve will accelerate its rate-hike schedule. Solid jobs data that underscored the strength...

Risk Management for All Markets
January 29, 2018
Summary An introduction to the importance of market breadth measurements The construction behind the Ned Davis Research CMG US Large Cap Long/Flat Index (NDRCMGLF) Risk management during bull and bear markets and navigating secular trends -...
Sponsored by VanEck: LFEQ

Investment committee 'best practices' that help to add discipline to portfolio management
January 17, 2018
In my capacity as the Chief Investment Officer at Dynasty Financial Partners, which serves a network of more than 45 independent RIAs, I actively participate on both the Investment Committee of Dynasty and as an outside member on the Investment...

Investment Perspectives: With Ivy's Mike Avery
February 4, 2014
InvestmentNews | Has central bank policy helped or hurt the global economy since the financial crisis in 2008? Mike Avery | The actions taken by central bankers helped get the global economy out of a steeper decline than it may have been in...
Sponsored by Ivy Funds

From wall street to main street: a succession story
December 28, 2017
With Live Oak Bank, you get a long-term financial partner that believes in you. We provide financing to support transition costs as a team moves to independence. When you're ready to pass the baton, our Investment Advisor lending team can structure...
Sponsored by Live Oak Bank