Investing

Displaying 13499 results
Vanguard revamps money funds, lowering costs
MUTUAL FUNDS AUG 27, 2020
Vanguard revamps money funds, lowering costs

The $125 billion Prime Fund will be renamed Cash Reserves Federal Money Market Fund

By InvestmentNews
Fed adopts more relaxed approach to fighting inflation
FIXED INCOME AUG 27, 2020
Fed adopts more relaxed approach to fighting inflation

The adjustment in monetary policy could keep interest rates low for years to come

By Bloomberg
Fidelity offers first Bitcoin fund
ALTERNATIVES AUG 27, 2020
Fidelity offers first Bitcoin fund

The passively managed fund will be available to qualified purchasers, with the minimum investment set at $100,000

By Bloomberg
SEC expands sophisticated investor pool
ALTERNATIVES AUG 26, 2020
SEC expands sophisticated investor pool

Democratic commissioners, other critics say the agency lacks understanding of risks posed by private market

By Mark Schoeff Jr.
Helping clients navigate the fixed-income storm
OPINION AUG 26, 2020
Helping clients navigate the fixed-income storm

With yields at historic lows, the ability of fixed income to deliver on its storied value proposition as a portfolio ballast in times of stress is challenged

By John Kennedy
ESG appeal survives test of market pullback
ESG AUG 26, 2020
ESG appeal survives test of market pullback

A focus on ESG diverts attention from investment performance, especially in times of market volatility, according to a recent Morningstar study

By Jeff Benjamin
Investing after the 'great reset'
EQUITIES AUG 25, 2020
Investing after the 'great reset'

Kara Murphy of Goldman suggests reviewing risk tolerance and focusing on traditional asset classes

By Mary Beth Franklin
Market outlook for next year looks better than Q4, advisers say
RIAS AUG 25, 2020
Market outlook for next year looks better than Q4, advisers say

Adjusting to the pandemic, RIAs surveyed by TD Ameritrade say they're communicating with clients more than ever

By InvestmentNews
8 steps to creating racial justice portfolios
OPINION AUG 25, 2020
8 steps to creating racial justice portfolios

Interest in investing for equity and inclusion is growing, and yet most clients don't know where to start

By Kristin Hull
Looking for uncorrelated returns? Consider reinsurance
OPINION AUG 25, 2020
Looking for uncorrelated returns? Consider reinsurance

The market for insurance-linked securities totals close to $100 billion and has expanded beyond catastrophe bonds to include collateralized reinsurance contracts

By Frank A. Burke
Exxon kicked out of Dow Industrials
EQUITIES AUG 25, 2020
Exxon kicked out of Dow Industrials

The stock index is moving to embrace tech by adding Salesforce.com, Amgen and Honeywell

By Bloomberg
SEC orders firm to pay more than $1 million over 12b-1 fees
PRACTICE MANAGEMENT AUG 24, 2020
SEC orders firm to pay more than $1 million over 12b-1 fees

Agency charges Burbank, California-based NPB Financial Group with disclosure, best execution failures

By Mark Schoeff Jr.
Booming model portfolios may be moving markets
MUTUAL FUNDS AUG 21, 2020
Booming model portfolios may be moving markets

So much money is now tied up in this approach that adjustments to portfolios are being blamed for some dramatic ETF flows recently

By Bloomberg
Labor Department's ESG proposal likely to advance amid overwhelming opposition
RETIREMENT PLANNING AUG 21, 2020
Labor Department's ESG proposal likely to advance amid overwhelming opposition

More than 95% of nearly 8,700 comment letters opposed the rule, according to a recent study by US SIF

By Mark Schoeff Jr.
Morningstar rolls out free ESG-screening tool
ESG AUG 21, 2020
Morningstar rolls out free ESG-screening tool

The four-step platform is designed to identify funds that stand out in the expanding environmental, social and governance universe

By Jeff Benjamin
Money managers see threats to record stock rally
EQUITIES AUG 21, 2020
Money managers see threats to record stock rally

Factors that could put a halt to the market's gains include the November elections and tensions with China

By Bloomberg
Betterment rolls out 401(k) plans for advisers
RETIREMENT PLANNING AUG 20, 2020
Betterment rolls out 401(k) plans for advisers

The robo-adviser aims to help advisers attract additional assets while fostering the growth of both its advisory and retirement plan business lines

By Nicole Casperson
Investment Company Act turns 80
OPINION AUG 20, 2020
Investment Company Act turns 80

The bill gave rise to fund investing — the most powerful form of financial intermediation for individual Americans

By Paul Schott Stevens
Gold to gain on 'currency debasement,' SkyBridge says
ALTERNATIVES AUG 20, 2020
Gold to gain on 'currency debasement,' SkyBridge says

The fund of funds manager says the continued Fed and government stimulus are triggering concerns about currency

By Bloomberg
Advisers question the value of bonds in client portfolios
PRACTICE MANAGEMENT AUG 19, 2020
Advisers question the value of bonds in client portfolios

The traditional portfolio ballast layers on risk without providing much reward

By Jeff Benjamin