Investing

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Gold and copper set for best week since July
ALTERNATIVES NOV 06, 2020
Gold and copper set for best week since July

Precious metals rallied as Joe Biden advanced in the presidential race

By Bloomberg
History shows stocks may extend post-election surge
EQUITIES NOV 05, 2020
History shows stocks may extend post-election surge

Continued Republican control of the Senate means less likelihood of huge stimulus, but also less chance of tax hikes or more regulation

By Bloomberg
Money-market debit cards for clients? Franklin CEO on the future of advice
RETIREMENT PLANNING NOV 04, 2020
Money-market debit cards for clients? Franklin CEO on the future of advice

Chief Executive Jenny Johnson outlined the $1.4 trillion manager's interest in technology and retirement assets at the Spark Forum

By Emile Hallez
No escaping IRMAAs by switching to Medicare Advantage
RETIREMENT PLANNING NOV 04, 2020
No escaping IRMAAs by switching to Medicare Advantage

High-income surcharges apply regardless of how clients receive Medicare coverage

By Mary Beth Franklin
Stocks, bonds rally as election bets are retooled
EQUITIES NOV 04, 2020
Stocks, bonds rally as election bets are retooled

Investors are looking ahead to a future without massive debt-fueled stimulus spending or a rollback of Trump's tax cuts

By Bloomberg
Two bad election scenarios come back to haunt markets
EQUITIES NOV 04, 2020
Two bad election scenarios come back to haunt markets

A contested election and a Biden presidency with a Republican Senate are both outcomes seen as negative for stocks

By Bloomberg
Northern Trust target dates called out in two 401(k) lawsuits
RETIREMENT PLANNING NOV 03, 2020
Northern Trust target dates called out in two 401(k) lawsuits

The similar cases, against Allstate and Northern Trust, were also brought by the same law firms

By Emile Hallez
JPMorgan prepares for post-election market shift by cutting tech
EQUITIES NOV 03, 2020
JPMorgan prepares for post-election market shift by cutting tech

The bank's strategists raised their recommendation on the banking and insurance sector to overweight

By Bloomberg
DOL took 'ESG' out of rule, added new hurdle for 401(k)s
RETIREMENT PLANNING NOV 02, 2020
DOL took 'ESG' out of rule, added new hurdle for 401(k)s

Plan fiduciaries could have to prove that nonfinancial factors of ESG funds are in the best interest of workers, one lawyer said

By Emile Hallez
SEC eases rules for accessing private securities markets
ALTERNATIVES NOV 02, 2020
SEC eases rules for accessing private securities markets

The changes modernize private market rules and make it easier for small companies to obtain financing, according to SEC Chairman Jay Clayton

By Mark Schoeff Jr.
Mall REITs dragged into bankruptcy by retail carnage
ALTERNATIVES NOV 02, 2020
Mall REITs dragged into bankruptcy by retail carnage

Pennsylvania Real Estate Investment Trust and CBL & Associates Properties cited pandemic-induced pressures on their tenants and, in turn, themselves

By Bloomberg
BlackRock launches small-cap value ETF, defying market trends
EQUITIES OCT 30, 2020
BlackRock launches small-cap value ETF, defying market trends

Both small-cap shares and value strategies have taken a beating this year as the coronavirus sparked an economic crisis

By Bloomberg
Gold falls to one-month low amid pandemic worries
ALTERNATIVES OCT 29, 2020
Gold falls to one-month low amid pandemic worries

Concerns about the renewed rise in coronavirus cases has shifted safe-haven buying to the dollar

By Bloomberg
Digital demand stokes big returns in emerging markets
EMERGING MARKETS OCT 29, 2020
Digital demand stokes big returns in emerging markets

The key is targeting exposure with active management and subsectors

By Jeff Benjamin
Stocks tumble on worries about rising infections hitting economy
EQUITIES OCT 28, 2020
Stocks tumble on worries about rising infections hitting economy

The S&P 500, the Dow and Nasdaq all off more than 3%

By Bloomberg
SEC approves rule limiting use of derivatives in funds
ETFS OCT 28, 2020
SEC approves rule limiting use of derivatives in funds

Agency also seeks comments on whether additional rules are needed to protect investors buying complex products

By Mark Schoeff Jr.
Schwab's Liz Ann Sonders puts odds of stimulus at slim to none
EQUITIES OCT 28, 2020
Schwab's Liz Ann Sonders puts odds of stimulus at slim to none

The company's CIO didn't rule out the possibility, but said it looks increasingly unlikely, while speaking at the Schwab Impact conference on Wednesday

By Jeff Benjamin
Third-quarter annuity sales higher than in Q2, but below 2019 levels
LIFE INSURANCE AND ANNUITIES OCT 28, 2020
Third-quarter annuity sales higher than in Q2, but below 2019 levels

VA sales drop 10% in Q3, while fixed annuity sales increase 11%

By InvestmentNews
Bipartisan retirement bill would increase RMD age to 75
RETIREMENT PLANNING OCT 27, 2020
Bipartisan retirement bill would increase RMD age to 75

The measure would build on the SECURE Act, but its legislative path is uncertain

By Mark Schoeff Jr.
SEC reportedly shelving proposed change to stock reporting threshold
EQUITIES OCT 27, 2020
SEC reportedly shelving proposed change to stock reporting threshold

Under the rule change, only managers with at least $3.5 billion in equities would have had to publicly report their holdings, up from the current $100 million threshold

By Bloomberg