Results for "investments"

Displaying 8,300 results

Sort: Date | Relevance


Blackstone sees half of assets coming from individual investors

March 6, 2018

As the world's largest private equity firm plans to double assets under management over the next five years, it also wants individual investors to get a greater slice of the action. About 15% to 20% of Blackstone Group's annual fundraising currently...

Why isn't gold soaring?

March 5, 2018

Gold is the investment for times of disaster, disruption and global dislocation. So why has gold been so tranquil this year? It's a difficult question. When the most recent correction in the stock market started on Jan. 26, gold sold at $1,354....

These 3 things may be keeping your clients up at night

March 5, 2018

What advisers do best is help their clients with the uncertainties of their financial lives. This year has already brought more unpredictability to the table, and many Americans are wondering if they need to reassess their financial plans. Here...

International ETFs ready for takeoff

March 3, 2018

When investor demand​ meets a hot market — as international ETFs are experiencing today — you'd expect the industry to roll out new products like a World War II assembly line. While that hasn't happened yet, the rally in international...

BlackRock exploring funds that exclude gun makers, retailers

March 2, 2018

BlackRock Inc., the world's largest asset manager, said it's exploring ideas for new funds, including index-based portfolios, that exclude gun makers and retailers. BlackRock is also working with clients that want to change or eliminate exposure...

Financial advisers brush off latest market tumble

March 1, 2018

Financial advisers brushed off the Dow's mini-meltdown Thursday, saying that they had already prepared clients to expect the increased market volatility investors are witnessing now. The Dow Jones Industrial Average, which has yet to recover...

Fidelity unlikely to scrap star system

February 28, 2018

Fidelity Investments has been moving toward a team-managed approach for more than a decade, and it's a move advisers applaud — even if they are doubtful that the Boston-based fund giant will ever ditch its star system entirely. According to...

Smart-beta ETFs are hot for teachers

February 28, 2018

An unlikely superstar is emerging in the battle for ETF supremacy: the professor. Over the last six months, the $3.6 trillion U.S. exchange-traded fund industry has plucked several prominent academics out of the classroom and put them on the...

Passive becomes the new active

February 27, 2018

Passive has gotten so large that it's killed everything in its path — including itself. Welcome to the "passive singularity." There are now so many indexes that putting your money in an index-tracking fund is a move requiring an active decision,...

Full list of 2018 Lipper Fund Awards winners

February 27, 2018

The Thomson Reuters Lipper Fund Awards winners have been announced. Lipper measures the winners by their risk-adjusted returns over multiple periods. Award winners are rewarded for consistency over time, including the top 3-year, 5-year and...

Fidelity may rein in star stock pickers

February 26, 2018

In a sign of the growing emphasis by companies to eliminate workplace harassment, Fidelity Investments said it is considering reorganizing its mutual fund management operations in a way that would deemphasize stock-picking star managers and...

How engaging with investor relations teams can provide insights into market opportunities

February 26, 2018

Today's market environment, coupled with ongoing regulatory reform, is serving as a catalyst for global companies to develop greater connectivity with all investors, including financial advisers and wealth managers. Many companies — often...

Stocks could drop 25% if 10-year yield hits 4.5%, Goldman says

February 26, 2018

If the 10-year U.S. Treasury yield hits 4.5% by year-end, the economy would probably muddle through — stocks, not so much, according to Goldman Sachs Group. Goldman's base-case scenario calls for a 10-year yield of 3.25% by the end of 2018,...

Worried about rising rates? These ETFs may offer limited value

February 26, 2018

If you were to meet an alien from newly discovered exoplanet Ross 128 b, the one thing he's likely to know about Earth is that interest rates are rising. But would he know how to invest in a rising-rate environment? Probably not. He wouldn't...

Morgan takes on Goldman with bullish bond call

February 26, 2018

Morgan Stanley says it's time to get bullish on bonds — even as Goldman Sachs Group and Warren Buffett issue warnings. The sell-off in Treasuries, which began in earnest in September and ramped up in January, is ending, according to Morgan...

Finra panel awards five UBS clients $521,000 in damages over Puerto Rican bonds

February 26, 2018

An all-public arbitration panel of the Financial Industry Regulatory Authority Inc. has awarded five clients of UBS Financial Services more than $521,000 in compensatory damages in a case related to the clients' investments in Puerto Rican bonds...

Wealthfront creates in-house mutual fund to introduce risk parity strategy

February 26, 2018

Wealthfront has criticized its digital advice competitors for selling proprietary investment products, but now it has created its own mutual fund. The fund is aimed at helping Wealthfront implement a risk parity strategy for taxable accounts...

Investing in bond funds when interest rates rise

February 23, 2018

The last time investors faced rising interest rates, one of us was investing paper route money and other wasn't even born yet. In other words, the idea of a rising rate environment isn't something we, or most advisers, have ever had to deal...

Is the REIT sell-off over?

February 23, 2018

If you're a homeowner, you know that even though they aren't making any more real estate, property values sometimes act as if they are churning out new continents from time to time. This is one of them. Does this mean real estate is undervalued?...

Lori Hardwick joins Riskalyze board ​

February 23, 2018

Riskalyze, an Auburn, Calif.-based provider of risk assessment and account automation tools, has appointed Lori Hardwick to its corporate board. Ms. Hardwick is the co-founder and president of Advisor Innovation Labs and previously served as...

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 ... 415


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.