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529 plans also miss the boat when it comes to ESG
MUTUAL FUNDS MAR 16, 2019
529 plans also miss the boat when it comes to ESG

You'd think a 529 college savings program would be the perfect vehicle for environmental, social and governance causes, but things appear stalled.

By Jeff Benjamin
ESG funds have never been cheaper as Vanguard sets off fee war
ETFS MAR 15, 2019
ESG funds have never been cheaper as Vanguard sets off fee war

BlackRock, Vanguard and DWS Group charge an average of $2 for every $1,000 invested, half the median fee for such funds in the U.S.

By Bloomberg
Indexed universal life insurance sales continue hot streak
LIFE INSURANCE AND ANNUITIES MAR 15, 2019
Indexed universal life insurance sales continue hot streak

Sales broke a record last year despite rules that observers believed would slow them down.

By Greg Iacurci
Genworth move could signal big shift in distribution of long-term-care insurance
RETIREMENT PLANNING MAR 14, 2019
Genworth move could signal big shift in distribution of long-term-care insurance

Insurers may turn to direct-to-consumer sales only, bypassing brokers and insurance agents.

By Greg Iacurci
10 funds with the largest holdings of Boeing
MUTUAL FUNDS MAR 14, 2019
10 funds with the largest holdings of Boeing

The aircraft manufacturer has seen its shares fall since two crashes involving its Max 737 planes.

By InvestmentNews
Brookfield buys Oaktree to build an alternatives giant
ALTERNATIVES MAR 13, 2019
Brookfield buys Oaktree to build an alternatives giant

The deal produces a combination that can rival Blackstone Group.

By Bloomberg
Gundlach warns stocks don't always go up in the long run
EQUITIES MAR 13, 2019
Gundlach warns stocks don't always go up in the long run

He cites Japan's Topix index, which is down about 30% over the last three decades.

By Bloomberg
Clients don't trust you? Here's a perfect product to pitch
LIFE INSURANCE AND ANNUITIES MAR 13, 2019
Clients don't trust you? Here's a perfect product to pitch

Berkley FinSecure says its anti-embezzlement policy is a first.

By InvestmentNews
Outlook for growth stocks debated
EQUITIES MAR 12, 2019
Outlook for growth stocks debated

Goldman and Morgan Stanley spar over whether investors should focus on above-average performers given the anemic economy.

By Bloomberg
Morgan Stanley says market is overpricing Goldilocks scenario
EQUITIES MAR 12, 2019
Morgan Stanley says market is overpricing Goldilocks scenario

Strategists warn against being too dismissive of changes for stronger- or weaker-than-expected growth.

By Bloomberg
Concerns about GPB Capital trash hauling business come to the fore
ALTERNATIVES MAR 12, 2019
Concerns about GPB Capital trash hauling business come to the fore

What did IBDs that sold GPB private placements know about its trash hauling companies?

By Bruce Kelly
ACLI comes off bench to support legislation requiring employers offer access to retirement plans
LIFE INSURANCE AND ANNUITIES MAR 12, 2019
ACLI comes off bench to support legislation requiring employers offer access to retirement plans

Life insurance organization argues automatic plans would be 'marketplace solution,' not big government.

By Mark Schoeff Jr.
Lipper plans ESG scoring system for mutual funds
RIA NEWS MAR 12, 2019
Lipper plans ESG scoring system for mutual funds

Citing the growing appeal of sustainable investing, Lipper aims set the bar for ESG ratings

By Jeff Benjamin
Forget zero fees. This ETF is offering to pay investors
ETFS MAR 12, 2019
Forget zero fees. This ETF is offering to pay investors

Salt Financial plans a low-volatility stock ETF that will give people 50 cents for every $1,000 they invest

By Bloomberg
JPMorgan rolls out cheapest-ever stock ETF
ETFS MAR 11, 2019
JPMorgan rolls out cheapest-ever stock ETF

Bank will charge just 20 cents for every $1,000 invested, bringing the market a step closer to zero-fee ETFs.

By Bloomberg
SEC says 79 firms will return $125 million to clients as part of clemency program
RIA NEWS MAR 11, 2019
SEC says 79 firms will return $125 million to clients as part of clemency program

Agency offered incentives to advisers to turn themselves in.

By Mark Schoeff Jr.
Vanguard plans its first actively managed ESG fund
MUTUAL FUNDS MAR 07, 2019
Vanguard plans its first actively managed ESG fund

Managed by Wellington, the fund will include 40 companies and bow midyear.

By InvestmentNews
2019 Lipper Awards: Faith-based fund takes a starring role
MUTUAL FUNDS MAR 07, 2019
2019 Lipper Awards: Faith-based fund takes a starring role

Annual awards recognize more than 300 funds for performance.

By Jeff Benjamin
GE expects $1.7 billion in rate increases for long-term care policies
RETIREMENT PLANNING MAR 07, 2019
GE expects $1.7 billion in rate increases for long-term care policies

The announcement comes a year after GE said it would need to inject roughly $15 billion to shore up its long-term care reserves.

By Greg Iacurci
Interactive list of 2019 Lipper fund award winners
MUTUAL FUNDS MAR 07, 2019
Interactive list of 2019 Lipper fund award winners

Full listing of all the funds honored, across all years of return and by category

By Ellie Zhu