Equities

Displaying 2831 results
Hedge funds are waking up to redemptions
INVESTING EQUITIES DEC 01, 2015
Hedge funds are waking up to redemptions

<i>Breakfast with Benjamin</i>: The trend of redemptions could mark a turning point for pricey hedge fund strategies that sometimes underperform.

By Jeff Benjamin
A more reachable retirement savings target: 60% of pre-retirement income
INVESTING EQUITIES DEC 01, 2015
A more reachable retirement savings target: 60% of pre-retirement income

<i>Breakfast with Benjamin</i>: Instead of needing 80% of your pre-retirement income, you can probably make it with 60%.

By Jeff Benjamin
This new ETF tracks the green version of the S&P 500
INVESTING EQUITIES DEC 01, 2015
This new ETF tracks the green version of the S&P 500

The SPDR S&amp;P 500 Fossil Fuel Free ETF is a greener version of the world's first and largest ETF.

By Bloomberg
$25B institutional money manager takes a leap into retail
INVESTING EQUITIES DEC 01, 2015
$25B institutional money manager takes a leap into retail

Three mutual funds just the start for Pzena Investment Management.

By Jeff Benjamin
INVESTING EQUITIES NOV 30, 2015
The economic impact of global warming is heating up

<i>Breakfast with Benjamin</i>: According to the COP21 conference in Paris this week, global warming is on a pace to eventually hurt the economy.

By Jeff Benjamin
INVESTING EQUITIES NOV 29, 2015
Morningstar announces its Managers of the Year

Standouts from Vanguard, Pimco and American Funds top the list. Did your favorite make the cut?

By John Waggoner
Sallie Krawcheck dishes on being downsized
INVESTING EQUITIES NOV 24, 2015
Sallie Krawcheck dishes on being downsized

<i>Breakfast with Benjamin</i>: Citing the rapidly-changing economy, the former Citigroup and Bank of America exec says job insecurity in finance will likely increase.

By Jeff Benjamin
INVESTING EQUITIES NOV 24, 2015
Pimco loses another crown, this one for emerging markets bonds

<i>Breakfast with Benjamin:</i> The money manager has lost the emerging-markets bond crown when ill-timed bets drove investors out the door to the tune of 62%.

By Jeff Benjamin
INVESTING EQUITIES NOV 23, 2015
SEC taking deep dive into role of ETFs in Aug. 24 market drop

<i>Breakfast with Benjamin:</i> SEC chairwoman Mary Jo White says the agency is taking a hard look at ETFs' role on Aug. 24, when stocks dropped like a rock, and the agency's trading rules are part of the scrutiny.

By Jeff Benjamin
INVESTING EQUITIES NOV 22, 2015
Investing in women a worthy strategy

How financial advisers can put this strategy into practice and begin to invest with a gender lens

By Kathleen McQuiggan
How ETFs can help mitigate the impact of market bubbles
INVESTING EQUITIES NOV 20, 2015
How ETFs can help mitigate the impact of market bubbles

Emphasizing defense and true diversification in ETF choices can provide protection.

By James Norman
529 plans adding more conservative investment options
INVESTING EQUITIES NOV 20, 2015
529 plans adding more conservative investment options

Hoping to stave off concern from college savers that 529 accounts are too vulnerable to stock market volatility and expected interest rate hikes, some plan managers are switching up investment choices.

By Liz Skinner
INVESTING EQUITIES NOV 19, 2015
S&P's global financial literacy test is out

<i>Breakfast with Benjamin:</i> S&amp;P Rating Services has released its global financial services literacy test, which uses four questions to test understanding of interest compounding, inflation, and risk diversification. How would you do?

By Jeff Benjamin
With SEC poised to expand crowdfunding rules, it's time for advisers to get up to speed
INVESTING EQUITIES NOV 19, 2015
With SEC poised to expand crowdfunding rules, it's time for advisers to get up to speed

The SEC is scheduled to vote on a piece of the 2012 JOBS Act that will give retail investors access to private equity investing through crowdfunding platforms. That means challenges and opportunities lie ahead for advisers.

By Jeff Benjamin
Investors pause but look past Paris attacks, keeping eye on the Fed
INVESTING EQUITIES NOV 18, 2015
Investors pause but look past Paris attacks, keeping eye on the Fed

Much to the surprise of some market watchers, investors &#8212; and thus, financial markets &#8212; Monday looked past the brutal terror attacks in Paris on Friday that left 129 people dead and hundreds injured.

By Jeff Benjamin
INVESTING EQUITIES NOV 16, 2015
Gold goes on a safe-haven rally in the wake of Paris attacks

<i>Breakfast with Benjamin</i>: Gold jumps, with futures up more than 1% even as riskier assets like stocks find reasons to rally.

By Jeff Benjamin
Financial markets brace for fallout from the Paris terror attacks
INVESTING EQUITIES NOV 16, 2015
Financial markets brace for fallout from the Paris terror attacks

<i>Breakfast with Benjamin</i>: The financial markets are likely to be swept up in the immediate unrest following Friday's terror attacks in Paris.

By Jeff Benjamin
INVESTING EQUITIES NOV 16, 2015
Beyond Fed's (all but certain) rate hike

Markets are expected to experience some immediate, but short-term, volatility if the Federal Reserve decides to raise interest rates in December.

By Jeff Benjamin
INVESTING EQUITIES NOV 15, 2015
December looking more likely for Fed rate hike

<i>Breakfast with Benjamin:</i> Ground Control to Major Yellen. Commencing countdown, engines on. The Fed's October meeting minutes stress a potential December liftoff for rates.

By Jeff Benjamin
INVESTING RIAS NOV 13, 2015
How to avoid becoming a tax scam victim

<i>Breakfast with Benjamin:</i> After the big IRS data breach, few people probably trust the agency regarding data security. Nonetheless, it's offered a checklist of ways to avoid becoming a tax-scam victim.

By Jeff Benjamin