Investing

Displaying 16874 results
Why has Cathie Wood changed direction on Tesla?
EQUITIES JAN 04, 2024
Why has Cathie Wood changed direction on Tesla?

Ark funds are buying again after three months of divesting EV firm's stock.

By Bloomberg
Worst start to a year in decades as stocks, bonds drop
EQUITIES JAN 03, 2024
Worst start to a year in decades as stocks, bonds drop

Overbought conditions and high sentiment may lead to reversal of Q4 rally.

By Bloomberg
Citi strategists see near-term risk in European stocks
EQUITIES JAN 03, 2024
Citi strategists see near-term risk in European stocks

Bulls have been piling in but earnings season will be crucial.

By Bloomberg
Bob Doll’s predictions for 2024: A year of risk and ‘landing the plane’
EQUITIES JAN 02, 2024
Bob Doll’s predictions for 2024: A year of risk and ‘landing the plane’

Forecast has echoes of CIO's thoughts going into 2023.

By Josh Welsh
'This LPL case is a grab bag,' says industry attorney
ALTERNATIVES JAN 02, 2024
'This LPL case is a grab bag,' says industry attorney

Finra hits LPL, Interactive Brokers with fines as 2023 closes.

By Bruce Kelly
Jane Street is broker of choice for bitcoin-ETF issuers
ETFS JAN 02, 2024
Jane Street is broker of choice for bitcoin-ETF issuers

Fidelity, WisdomTree, BlackRock and Valkyrie are among the fund companies designating the firm as 'authorized participant' for their bitcoin ETFs.

By Bloomberg
New Year, same old concerns as markets open
EQUITIES JAN 02, 2024
New Year, same old concerns as markets open

China data and oil among key issues making traders cautious.

By Bloomberg
Record number of pension-risk transfer contracts sold in Q3: Limra
RETIREMENT PLANNING DEC 22, 2023
Record number of pension-risk transfer contracts sold in Q3: Limra

The number of contracts sold in the third quarter marks a 39% increase from the prior year.

By InvestmentNews
Equity bulls show highest sentiment in 30 months, says AAII
EQUITIES DEC 22, 2023
Equity bulls show highest sentiment in 30 months, says AAII

Meanwhile, pessimism is unusually low according to investor poll.

By Steve Randall
Financial advisors want asset managers to provide more education on alternatives
ALTERNATIVES DEC 22, 2023
Financial advisors want asset managers to provide more education on alternatives

Research reveals the types of educational material most wanted.

By Steve Randall
Finra bars ex-Wells Fargo broker previously charged with fraud
ALTERNATIVES DEC 21, 2023
Finra bars ex-Wells Fargo broker previously charged with fraud

Louis Goff and others had been charged with raising $2.1 million from investors in a fraud from 2019 and 2020.

By Bruce Kelly
New annuity products don't have 'icky feeling of commission'
LIFE INSURANCE AND ANNUITIES DEC 20, 2023
New annuity products don't have 'icky feeling of commission'

Some advisors are coming round to annuities but survey reveals majority seldom recommend them – and clients don't listen anyway.

By Emile Hallez
Wealthy Americans say it's harder than ever to build and protect wealth
LIFE INSURANCE AND ANNUITIES DEC 20, 2023
Wealthy Americans say it's harder than ever to build and protect wealth

New report from Chubb probes the millionaire mindset to find what matters to them.

By Steve Randall
Global bond rally intensifies amid rate cut bets
FIXED INCOME DEC 20, 2023
Global bond rally intensifies amid rate cut bets

It's not just the Fed that may be nearing an easing of monetary policy.

By Bloomberg
Japanese equities have outperformed, but is the rally at risk?
EQUITIES DEC 20, 2023
Japanese equities have outperformed, but is the rally at risk?

There are some significant hurdles facing the assets early in 2024.

By Bloomberg
What is the 'basis trade' and why is the SEC concerned?
FIXED INCOME DEC 20, 2023
What is the 'basis trade' and why is the SEC concerned?

The space is dominated by only a few hedge funds, and that could be risky.

By Bloomberg
US pension plans pour billions into private credit
RETIREMENT PLANNING DEC 19, 2023
US pension plans pour billions into private credit

Calpers among plans with around $100B invested in the growing sector.

By Bloomberg
Finra smacks Philly broker with Wells notice
ALTERNATIVES DEC 18, 2023
Finra smacks Philly broker with Wells notice

"It's not a good day for Austin Dutton," says one attorney.

By Bruce Kelly
Bull market for long-dated Treasuries, iShares ETF reveals
FIXED INCOME DEC 18, 2023
Bull market for long-dated Treasuries, iShares ETF reveals

The 20+ year fund has surged 21% from a 16-year low.

By Bloomberg
Private securities investor threshold needs a rethink, warns advisor
ALTERNATIVES DEC 15, 2023
Private securities investor threshold needs a rethink, warns advisor

Inflation, retirement savings growth expand pool of sophisticated investors, according to SEC Report.

By Mark Schoeff Jr.