Investing

Displaying 13497 results
Investing to sustain innovation
ALTERNATIVES OCT 23, 2018
Investing to sustain innovation

It's possible to invest directly in the individuals and communities that make creative enterprises possible.

By John K.S. Wilson
Wealth Enhancement Group buys second Philly-area RIA in as many months
RIAS OCT 23, 2018
Wealth Enhancement Group buys second Philly-area RIA in as many months

Addition of $470 million GDM Advisory Group pushes Wealth Enhancement to $9.7 billion under management.

By Jeff Benjamin
Is the endowment model relevant for individual investors?
EQUITIES OCT 22, 2018
Is the endowment model relevant for individual investors?

Endowments' use of alternatives could become more attractive to individuals given the returns expected on both stocks and bonds.

By Daniel Wildermuth
Unit investment trusts could take center stage amid market volatility
OPINION OCT 22, 2018
Unit investment trusts could take center stage amid market volatility

Given the way they're structured, UITs are a more targeted approach to investing than mutual funds or ETFs

By Dryden Pence
Best- and worst-performing international funds
MUTUAL FUNDS OCT 20, 2018
Best- and worst-performing international funds

By IN Research and Ellie Zhu
Best- and worst-performing fixed-income funds
MUTUAL FUNDS OCT 20, 2018
Best- and worst-performing fixed-income funds

By category, ranked by one-year total returns.

By John Goff
Best- and worst-performing equity funds
ALTERNATIVES OCT 20, 2018
Best- and worst-performing equity funds

By category, ranked by one-year total returns.

By mlanche
Cheap is great; free will usually cost you
OPINION OCT 19, 2018
Cheap is great; free will usually cost you

In the financial services industry, free simply doesn't exist. It can't.

By Barry Ritholtz
Market volatility brings alternative investments back into focus
RIAS OCT 19, 2018
Market volatility brings alternative investments back into focus

Asset managers struggle to get investors on board before it's too late.

By Jeff Benjamin
Paul Allen's $26 billion estate could take years to unravel
RETIREMENT PLANNING OCT 18, 2018
Paul Allen's $26 billion estate could take years to unravel

Microsoft co-founder's holdings akin to 'a major corporation.'

By Bloomberg
RIA consolidation on pace for sixth straight record year
RIAS OCT 18, 2018
RIA consolidation on pace for sixth straight record year

Private-equity investors continue to drive M&A activity.

By Jeff Benjamin
Tech turnaround might seem familiar to whipsawed investors
MUTUAL FUNDS OCT 17, 2018
Tech turnaround might seem familiar to whipsawed investors

Biggest ETF tracking the Nasdaq 100 has experienced five sell-offs so far this year.

By Bloomberg
New ETF team at Bank of America picks funds
ETFS OCT 17, 2018
New ETF team at Bank of America picks funds

Just last year, a new law lifted a U.S. regulatory ban on brokers putting buy or sell ratings on exchange-traded funds.

By Bloomberg
Investors increasingly bearish on global growth
EQUITIES OCT 16, 2018
Investors increasingly bearish on global growth

Survey of fund managers shows high level of bearishness.

By Bloomberg
ETF investors are rewriting the rules on hedging risk
EQUITIES OCT 16, 2018
ETF investors are rewriting the rules on hedging risk

Amid rising rates and a stock sell-off, traders head to safety via routes like utilities and ultra-short fixed income.

By Bloomberg
Largest financials ETF sees outflows
MUTUAL FUNDS OCT 15, 2018
Largest financials ETF sees outflows

Investors head out as bank earnings kick in

By Bloomberg
Earnings fail to rescue equity bulls
EQUITIES OCT 15, 2018
Earnings fail to rescue equity bulls

Even companies that posted better-than-expected results have underperformed.

By Bloomberg
How to survive the crash
EQUITIES OCT 15, 2018
How to survive the crash

No matter what the market is doing, this is where advisers shine and robos fade.

By Stephen Gresham
How markets will likely react to a change in congressional power
EQUITIES OCT 13, 2018
How markets will likely react to a change in congressional power

History is an excellent guide to what advisers can expect during and after the midterm elections.

By Jeff Benjamin
Wealthfront risk parity fund accused of underperforming
FINTECH OCT 12, 2018
Wealthfront risk parity fund accused of underperforming

Criticism mounts but robo-adviser defends its strategy.

By Ryan W. Neal