Investing

Displaying 16260 results
Investors are headed to extra innings
EQUITIES JUN 04, 2019
Investors are headed to extra innings

Expect more fireworks in the second half, followed by periods of tranquility when global policymakers step in to calm markets.

By Michael Arone
Movie director's family office looks at investments through an ESG lens
ALTERNATIVES JUN 03, 2019
Movie director's family office looks at investments through an ESG lens

James Cameron and his wife are focused on companies involved in plant-based nutrition.

By Bloomberg
Some insurance agents breaking law with 401(k) rollovers
RETIREMENT PLANNING MAY 30, 2019
Some insurance agents breaking law with 401(k) rollovers

Individuals without a securities license are increasingly, and unlawfully, soliciting business.

By Greg Iacurci
LPL cuts ticket charge for some ETFs on key RIA platforms
MUTUAL FUNDS MAY 30, 2019
LPL cuts ticket charge for some ETFs on key RIA platforms

Transaction charges for three ETF managers will drop 45%.

By Bruce Kelly
Overlooked fund category is dominating 2019
RIA NEWS MAY 29, 2019
Overlooked fund category is dominating 2019

Mid-cap funds exhibit unexplained momentum to lead all fund categories so far this year.

By Jeff Benjamin
Selling your firm, even if you've never thought about it
ALTERNATIVES MAY 29, 2019
Selling your firm, even if you've never thought about it

The advisory industry is consolidating, and firms that think they might want to do something at some point should explore their options.

By Scott Hanson
Wealthfront has courted controversy with risk-parity fund
FINTECH MAY 28, 2019
Wealthfront has courted controversy with risk-parity fund

Critics see a volatile product that has underperformed benchmarks and contains difficult-to-understand costs.

By Bloomberg
Are China trade tensions a concern among your clients?
EMERGING MARKETS MAY 28, 2019
Are China trade tensions a concern among your clients?

The situation goes beyond tariff increases, so be ready to explain why China matters to the U.S. economy and investors.

By Liz Skinner
Mohamed El-Erian named president of Queens' College at Cambridge University
LIFE INSURANCE AND ANNUITIES MAY 28, 2019
Mohamed El-Erian named president of Queens' College at Cambridge University

The chief economic adviser at Allianz will take up the position at Cambridge in October 2020, succeeding John Eatwell.

By Bloomberg
How to battle sequence-of-returns risk
RETIREMENT PLANNING MAY 25, 2019
How to battle sequence-of-returns risk

Retiring during the longest-running bull market in history can be scary, as some begin to wonder when the good times will end.

By Mary Beth Franklin
House passes SECURE retirement bill with massive bipartisan support
RETIREMENT PLANNING MAY 23, 2019
House passes SECURE retirement bill with massive bipartisan support

The measure allows small employers to band together to offer plans and raises the RMD age. Another provision eases use of annuities in 401(k)s, which critics say goes too far

By Greg Iacurci
Trade-war threat presents opportunities for energy investments
MUTUAL FUNDS MAY 23, 2019
Trade-war threat presents opportunities for energy investments

Master limited partnerships are riding high.

By Jeff Benjamin
How one adviser is getting ahead of the hot IPO market
RIA NEWS MAY 22, 2019
How one adviser is getting ahead of the hot IPO market

Fund will tackle the risks and rewards of buying companies before they go public.

By Jeff Benjamin
Variable annuities lose more ground to fixed annuities
LIFE INSURANCE AND ANNUITIES MAY 21, 2019
Variable annuities lose more ground to fixed annuities

Market gyrations put a dent in quarterly VA sales.

By Greg Iacurci
How ETF investors are playing trade tensions
ETFS MAY 20, 2019
How ETF investors are playing trade tensions

They're exiting funds that focus on Chinese tech companies and shorting the S&P 500.

By Bloomberg
The growth of factor-based investing
MUTUAL FUNDS MAY 18, 2019
The growth of factor-based investing

Advisers are making decisions about clients' portfolios by using the same characteristics that govern factor-based ETFs.

By Jeff Benjamin
Ladenburg looking at student loans, impact investing, health care for future fintech investments
RETIREMENT PLANNING MAY 17, 2019
Ladenburg looking at student loans, impact investing, health care for future fintech investments

At its second Innovation Symposium, the firm considered which issues will affect the future of financial advice.

By Ryan W. Neal
LTC insurer offering co-pays to blunt soaring premium increases
RETIREMENT PLANNING MAY 16, 2019
LTC insurer offering co-pays to blunt soaring premium increases

John Hancock policyholders would get a discount on their premium in return for agreeing to pay a bigger portion of their claims in the future.

By Greg Iacurci
Grim milestone for active management
EQUITIES MAY 16, 2019
Grim milestone for active management

Passive investments makes an historic claim to market share dominance of U.S. equity fund assets

By Jeff Benjamin
Uber IPO flop is coming to an ETF near you
ETFS MAY 15, 2019
Uber IPO flop is coming to an ETF near you

Two exchange-traded funds focus on newly listed companies.

By Bloomberg