Equities

Displaying 2840 results
Alternative investments shop 361 Capital 'diversifies' into long-only management
INVESTING EQUITIES OCT 03, 2016
Alternative investments shop 361 Capital 'diversifies' into long-only management

First post-merger mutual fund already filed.

By Jeff Benjamin
INVESTING EQUITIES OCT 03, 2016
Advisers weigh pros and cons of Janus-Henderson merger

Expanded distribution, consolidation and some lower fees expected.

By Jeff Benjamin
INVESTING EQUITIES OCT 02, 2016
Piling up returns like Warren Buffett and George Soros might be easier than you think

A new paper claims that a lot of the gains reaped by the legendary managers over time were, in theory, available to anyone using a handful of buy-and-sell signals.

By bhordt
INVESTING EQUITIES SEP 29, 2016
Scottrade working with adviser to explore sale: sources

Online brokerage said to attract interest from rival TD Ameritrade.

By Bruce Kelly
INVESTING EQUITIES SEP 28, 2016
Fidelity's billionaire Johnson family vs. the average investor

Plus: BlackRock applies more low-fee pressure, the fallout from the falling pound, and don't work where you don't belong

By Jeff Benjamin
DOL fiduciary rule expected to put new pressure on mutual fund expenses
INVESTING EQUITIES SEP 28, 2016
DOL fiduciary rule expected to put new pressure on mutual fund expenses

Some fund share classes could be on the way out, according to a new report from S&P Global Market Intelligence.

By Jeff Benjamin
INVESTING EQUITIES SEP 27, 2016
More dark clouds loom over Wells Fargo

Plus: DOL rule puts advisers between clients and target-date funds, big dividend yields for those with a strong stomach, and companies lean toward auto-IRAs

By Jeff Benjamin
INVESTING EQUITIES SEP 26, 2016
Deutsche Bank turmoil exposes ETN counter-party risk

Plus: The next stock market move, the dividend buzz, and being a leader no matter what.

By Jeff Benjamin
INVESTING EQUITIES SEP 26, 2016
SEC charges duo in defrauding seniors and others in $20 million penny-stock scam

Former head of two microcaps worked with boiler room operator whose agents pressured investors and promised them lucrative profits.

By Christine Idzelis
INVESTING EQUITIES SEP 23, 2016
Morgan Stanley: DOL fiduciary rule turns brokerage business into a buy

Plus: Trump would dump Yellen, bracing for the next housing bubble, and 401(k) realities that should not be ignored

By Jeff Benjamin
INVESTING EQUITIES SEP 23, 2016
Tonight's presidential debate puts the markets on edge

Plus: The dirt on negative bond yields, long-term investing in a short-term world, and switching banks

By Jeff Benjamin
Investors pile in as REITs move closer to S&P 500 sector status
INVESTING EQUITIES SEP 23, 2016
Investors pile in as REITs move closer to S&P 500 sector status

The eleventh sector of the index alters the dynamics of the financial sector.

By Jeff Benjamin
INVESTING EQUITIES SEP 21, 2016
Top hedge fund forecasts biggest market correction since 2008

Robert Citrone, the Tiger cub who now runs one of the best-known macro hedge funds, is sounding the warning bell for investors.

By Bloomberg
INVESTING EQUITIES SEP 19, 2016
The race for lower fees shines a light on smart beta

Hybrid strategy between active management and index funds needs to perform and be cheap.

By Jeff Benjamin
Old school fund companies Goldman, JPMorgan wade deeper into ETF market
INVESTING EQUITIES SEP 15, 2016
Old school fund companies Goldman, JPMorgan wade deeper into ETF market

Embracing the reality of where the money is headed.

By Jeff Benjamin
INVESTING EQUITIES SEP 15, 2016
Hedge funder calls the bond market the mother of all bubbles

Plus: Goldman lowers the odds of a September rate hike, oil's bad day, and taxes worthy of your hatred

By Jeff Benjamin
Bond market sell-off resembles sequel of 'taper tantrum': JPMorgan Chase
INVESTING EQUITIES SEP 14, 2016
Bond market sell-off resembles sequel of 'taper tantrum': JPMorgan Chase

Yields on sovereign debt have jumped in recent days thanks in part to concerns over central banks' next moves.

By Bloomberg
Financial advisers navigate Federal Reserve comments and Hillary Clinton's health
INVESTING EQUITIES SEP 14, 2016
Financial advisers navigate Federal Reserve comments and Hillary Clinton's health

Seasonal market volatility is on the horizon thanks to the Fed and a new mystery surrounding Ms. Clinton's fainting spell after a 9/11 ceremony.

By Jeff Benjamin
Markets, financial advisers get nervous as Donald Trump closes in on Hillary Clinton
INVESTING EQUITIES SEP 14, 2016
Markets, financial advisers get nervous as Donald Trump closes in on Hillary Clinton

'The devil you know versus the devil you don't know'

By Jeff Benjamin
The presidential election fear factor puts economy at risk
INVESTING EQUITIES SEP 12, 2016
The presidential election fear factor puts economy at risk

A surprising six in 10 Americans say, regardless of who wins, the election is going to hurt.

By Jeff Benjamin