Equities

Displaying 3325 results
Testing the limits of ETF tax efficiency
EQUITIES OCT 06, 2016
Testing the limits of ETF tax efficiency

Index tweak forces ETF providers to get creative.

By Jeff Benjamin
EQUITIES OCT 06, 2016
Smart beta complexity is hurting investors

Plus: The SEC's fuzzy enforcement rules, a fighting chance for active management, and the worst part of being rich

By Jeff Benjamin
Janus Capital agrees to merge with London's Henderson Global
EQUITIES OCT 04, 2016
Janus Capital agrees to merge with London's Henderson Global

The deal creates a global active management complex with $320 billion under management.

By Jeff Benjamin
EQUITIES OCT 04, 2016
Deutsche Bank shares fall to a record low

The German bank's riskiest bonds also declined after a media report said the German government wouldn't step in to back the lender, fueling investor concerns about its weakened finances.

By Bloomberg
Alternative investments shop 361 Capital 'diversifies' into long-only management
EQUITIES OCT 03, 2016
Alternative investments shop 361 Capital 'diversifies' into long-only management

First post-merger mutual fund already filed.

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

Expanded distribution, consolidation and some lower fees expected.

By Jeff Benjamin
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
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
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
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
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
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
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
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
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
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
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
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
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
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