Equities

Displaying 3228 results
Fidelity starts testing robo-adviser service on clients
EQUITIES MAR 29, 2016
Fidelity starts testing robo-adviser service on clients

Fidelity Investments, the second-largest U.S. mutual fund company, will test an automated-investment service starting Wednesday on a small group of existing customers.

By Bloomberg
Janet Yellen says central bankers should 'proceed cautiously' in raising interest rates
EQUITIES MAR 29, 2016
Janet Yellen says central bankers should 'proceed cautiously' in raising interest rates

Federal Reserve chairwoman cites heightened risks in the global economy as cause for caution

By Bloomberg
Vanguard raises some expense ratios
EQUITIES MAR 29, 2016
Vanguard raises some expense ratios

One of the lowest-cost fund companies gets into a war of words with an analyst over how it calculates expense ratios.

By John Waggoner
EQUITIES MAR 28, 2016
Dividend-payers are slaying share buyback names

Plus: Consumers are borrowing like it's 2008, mortgage-backed securities are back in vogue, and college is for chumps

By Jeff Benjamin
EQUITIES MAR 28, 2016
Liquid alt funds are beating hedge funds

<i>Breakfast with Benjamin</i> Liquid alts beating the hedge funds they're designed to mimic begs the question of why we even need hedge funds anymore?

By Jeff Benjamin
Low expenses the biggest trend in the fund industry, experts say
EQUITIES MAR 28, 2016
Low expenses the biggest trend in the fund industry, experts say

Smart beta may be the most popular new strategy for mutual fund companies, but the real trend is towards funds with lower expenses.

By John Waggoner
EQUITIES MAR 27, 2016
Identifying the best active funds

Finding funds likely to beat their benchmarks remains the challenge, and where financial advisers can earn their keep

By MFXFeeder
EQUITIES MAR 24, 2016
The Fed wants the markets to stop watching the Fed so much

<i>Breakfast with Benjamin</i> The Fed says the markets are too obsessed with too much information.

By Jeff Benjamin
EQUITIES MAR 22, 2016
The full list of 2016 Lipper Fund Awards winners

An interactive list of all the funds to be honored, across all years of return and categories

By Ellie Zhu
Over-sized Fidelity, Vanguard funds raise concerns about being too big to stay competitive
EQUITIES MAR 22, 2016
Over-sized Fidelity, Vanguard funds raise concerns about being too big to stay competitive

<i>Breakfast with Benjamin</i> A couple of Vanguard and Fidelity mutual funds raise questions about when it is time to close a fund to new investors.

By Jeff Benjamin
EQUITIES MAR 22, 2016
Despite old age, bull market gets no respect

Even with its gains and long life, most investors have been lukewarm toward the stock market.

By John Waggoner
Vanguard rolls out funds with 0.01% expense ratio
EQUITIES MAR 17, 2016
Vanguard rolls out funds with 0.01% expense ratio

The minimum investment is $5 billion for the stock fund, and $3 billion for the bond fund.

By John Waggoner
EQUITIES MAR 16, 2016
We might all be better off if more women were managing money

<i>Breakfast with Benjamin</i> If the data is correct, women's investment returns have been trouncing men's for nearly a decade.

By Jeff Benjamin
Smart beta continues to confound advisers
EQUITIES MAR 16, 2016
Smart beta continues to confound advisers

Ill-named strategy finds place between passive and active.

By Jeff Benjamin
EQUITIES MAR 15, 2016
IRS to March Madness office pool players: Gambling winnings are taxable

<i>Breakfast with Benjamin</i> An estimated 70 million Americans will wager $9.2 billion this year through March Madness office pools, but keep in mind that any winnings are taxable.

By Jeff Benjamin
EQUITIES MAR 15, 2016
Advisers who ignore ETFs are missing out on the product evolution, and so are their clients

Plus: El-Erian's gloomy forecast, what it will take to save Social Security, and it's time to start taking cannabis investing seriously

By Jeff Benjamin
EQUITIES MAR 14, 2016
Why Goldman Sachs is launching an online bank

Goldman's new online bank, acquired from General Electric last week, caps a decade-long shift by the firm and Morgan Stanley to lean more on deposits for funding.

By Bloomberg
Emerging markets lead stocks higher as oil prices climb
EQUITIES MAR 11, 2016
Emerging markets lead stocks higher as oil prices climb

Shares in developing nations were on the brink of a bull market as oil rose and favorable shifts in central-bank policies supported riskier assets.

By Bloomberg
EQUITIES MAR 11, 2016
Will anybody ever be prosecuted for the 2008 financial crisis?

<i>Breakfast with Benjamin</i> So far, nobody has been prosecuted for contributing to the 2008 financial crisis. &#8220;This gags me,&#8221; said Elizabeth Warren.

By Jeff Benjamin
More than 20% of mutual funds shuttered over last five years
EQUITIES MAR 11, 2016
More than 20% of mutual funds shuttered over last five years

Competition from index funds could hold the death rate steady going forward.

By John Waggoner