Investing

Displaying 13499 results
How one 401(k) firm says it is bulking up amid the pandemic
RETIREMENT PLANNING SEP 16, 2020
How one 401(k) firm says it is bulking up amid the pandemic

Human Interest is hiring staff and getting rid of certain fees

By Emile Hallez
Morningstar conference takes hard look at active management
ESG SEP 16, 2020
Morningstar conference takes hard look at active management

The keynote presentation examined why active managers are a crucial ingredient of an efficient market

By Jeff Benjamin
JPMorgan says $200 billion could exit stocks this quarter
EQUITIES SEP 16, 2020
JPMorgan says $200 billion could exit stocks this quarter

Sovereign wealth funds and pension funds are likely to rebalance their portfolios after the equity market's big run-up

By Bloomberg
Sutter Health hit with second lawsuit over $3.7 billion DC plan
RETIREMENT PLANNING SEP 15, 2020
Sutter Health hit with second lawsuit over $3.7 billion DC plan

The class-action cases point to allegedly excessive investment management fees

By Emile Hallez
ESG assets expected to top $53 trillion by 2022: Celent
ESG SEP 15, 2020
ESG assets expected to top $53 trillion by 2022: Celent

Social, economic and market factors are accelerating investor appetite for a more sustainable approach to investing

By Nicole Casperson
80% of older workers financially illiterate: Survey
RETIREMENT PLANNING SEP 15, 2020
80% of older workers financially illiterate: Survey

The results show retirement will be an uncertain time for many, according to The American College of Financial Services

By Emile Hallez
Apollo joins other private equity players in impact investing arena
ALTERNATIVES SEP 15, 2020
Apollo joins other private equity players in impact investing arena

Leaders say new platform will incorporate Apollo's secret sauce and will target later stage companies

By Bloomberg
Steve Cohen strikes deal to buy New York Mets
ALTERNATIVES SEP 15, 2020
Steve Cohen strikes deal to buy New York Mets

The billionaire hedge fund manager rooted for the team while growing up on Long Island

By Bloomberg
ESG could thrive in 401(k) plans, despite DOL rule
RETIREMENT PLANNING SEP 14, 2020
ESG could thrive in 401(k) plans, despite DOL rule

Even as the regulator moves to stem the funds in retirement plans, there are ample opportunities, according to speakers at the NAPA 401(k) Summit

By Emile Hallez
SEC settles with charter-school operator over muni bond offering
FIXED INCOME SEP 14, 2020
SEC settles with charter-school operator over muni bond offering

The agency said Arizona’s Park View School misled investors about its financial condition

By InvestmentNews
Goldman, Deutsche say stock sell-off may be nearing an end
EQUITIES SEP 14, 2020
Goldman, Deutsche say stock sell-off may be nearing an end

The magnitude of the recent slide matches a 'typical' sell-off in the S&P 500 since the financial crisis

By Bloomberg
Closed B-D means more unpaid investor claims
ALTERNATIVES SEP 11, 2020
Closed B-D means more unpaid investor claims

Capital Financial Services is shutting down, leaving clients on the hook

By Bruce Kelly
Avoiding investments that are green in name only
ESG SEP 11, 2020
Avoiding investments that are green in name only

The growing appeal of ESG investing leaves financial advisers shouldering a new level of due diligence

By Jeff Benjamin
America’s $20 trillion debt pile is getting cheaper
FIXED INCOME SEP 11, 2020
America’s $20 trillion debt pile is getting cheaper

The U.S. deficit has ballooned in recent months, but the decline in interest rates has cut the cost of servicing the debt

By Bloomberg
UBS suggests wealth clients opt for sustainable investing
ESG SEP 10, 2020
UBS suggests wealth clients opt for sustainable investing

Firm says ESG portfolio can provide similar or better results than traditional investments

By Bloomberg
Doubleheader: Nicole Casperson on free robo-platforms and Todd Rosenbluth on semitransparent ETFs
FINTECH SEP 09, 2020
Doubleheader: Nicole Casperson on free robo-platforms and Todd Rosenbluth on semitransparent ETFs

This week’s podcast includes a discussion of the proliferation of free robo-platforms at large financial institutions and a look at the odd evolution of semitransparent ETFs

By InvestmentNews
Congressman wants to slow mutual fund fee litigation
MUTUAL FUNDS SEP 09, 2020
Congressman wants to slow mutual fund fee litigation

Plaintiffs would face a hurdle in filing 36(b) claims against fund providers

By Emile Hallez
BlackRock strategists cool on credit
FIXED INCOME SEP 09, 2020
BlackRock strategists cool on credit

The firm's research arm sees investment-bond bonds hampered by frothy valuations and rising interest-rate risk, but are somewhat bullish on junk-rated debt

By Bloomberg
Gundlach says high-yield bond defaults may almost double
FIXED INCOME SEP 09, 2020
Gundlach says high-yield bond defaults may almost double

The fund manager criticized the Fed's emergency actions as buoying asset prices and spurring unsustainable corporate borrowing

By Bloomberg
Former GPB compliance chief pleads guilty to misdemeanor
ALTERNATIVES SEP 08, 2020
Former GPB compliance chief pleads guilty to misdemeanor

The former SEC examiner was charged with obstruction of justice, a felony, last year

By Bruce Kelly