Investing

Displaying 16874 results
The case against gold
ALTERNATIVES SEP 23, 2019
The case against gold

Some advisers shun the precious metal, arguing that it's simply a trading vehicle.

By Jeff Benjamin
5 misimpressions drive baseless warnings for mutual fund industry
MUTUAL FUNDS SEP 23, 2019
5 misimpressions drive baseless warnings for mutual fund industry

Mutual fund industry tipping point spurs fear mongering about its supposed implications.

By Sean Collins
What's driving growth in the fixed indexed annuity market?
RETIREMENT PLANNING SEP 23, 2019
What's driving growth in the fixed indexed annuity market?

As consumers began to put more weight on preserving their retirement assets than growing them, fixed indexed annuity sales picked up.

By Todd Giesing
Real estate always in style for the rich
ALTERNATIVES SEP 20, 2019
Real estate always in style for the rich

Property has advantages beyond diversifying portfolios.

By Adam Shell
Michigan RIA to pay $2.5 million for mutual fund conflicts
INDEPENDENT BROKER DEALERS SEP 20, 2019
Michigan RIA to pay $2.5 million for mutual fund conflicts

Sigma Planning failed to disclose conflicts related to 12b-1 fees: SEC.

By Bruce Kelly
Ariel's Mellody Hobson says women, minorities should 'speak their truth' instead of trying to blend in
MUTUAL FUNDS SEP 19, 2019
Ariel's Mellody Hobson says women, minorities should 'speak their truth' instead of trying to blend in

Co-CEO of the nation's largest black-owned money management firm talks about diversity, financial literacy, and watching movies with her husband, George Lucas

By Jeff Benjamin
Are 401(k) advice fees headed to zero?
RETIREMENT PLANNING SEP 19, 2019
Are 401(k) advice fees headed to zero?

Vanguard's low-cost digital-only planning and investing tool will undercut many target-date funds and managed accounts.

By Greg Iacurci
State Street fires another salvo in the ETF fee war
MUTUAL FUNDS SEP 19, 2019
State Street fires another salvo in the ETF fee war

Company rebrands seven funds and adds them to its popular low-fee ETF suite.

By Jeff Benjamin
Proposal for Bitcoin ETF withdrawn by Cboe, VanEck SolidX
FINTECH SEP 18, 2019
Proposal for Bitcoin ETF withdrawn by Cboe, VanEck SolidX

The investment vehicle would only have been available to institutional investors

By Bloomberg
Robert Moore is back. And he's focused on REITs
ALTERNATIVES SEP 18, 2019
Robert Moore is back. And he's focused on REITs

Cetera's former CEO launches new fund but he won't be working full-time.

By Bruce Kelly
Goldman uses JPMorgan's own tactics against it in ETF battle
ETFS SEP 17, 2019
Goldman uses JPMorgan's own tactics against it in ETF battle

Its acquisition of United Capital could play into Goldman's "bring-your-own-assets" strategy to build its ETF business

By Bloomberg
Private-equity firm acquires stake in Mercer Advisors
ALTERNATIVES SEP 17, 2019
Private-equity firm acquires stake in Mercer Advisors

Genstar will remain an investor and partner in Mercer.

By Ryan W. Neal
BlackRock, Vanguard accused of opposing shareholder efforts on climate
MUTUAL FUNDS SEP 17, 2019
BlackRock, Vanguard accused of opposing shareholder efforts on climate

The two asset managers voted against at least 16 climate-related shareholder proposals on which their vote in favor would have given the measures majority support

By Bloomberg
Funding an HSA with an IRA
RETIREMENT PLANNING SEP 17, 2019
Funding an HSA with an IRA

Although the ability to move funds from an IRA to an HSA is limited, it can be a valuable way to deploy IRA funds.

By Jamie Hopkins
Jackson National to reintroduce fee-based annuities in New York
LIFE INSURANCE AND ANNUITIES SEP 16, 2019
Jackson National to reintroduce fee-based annuities in New York

The No. 2 seller of annuity products was reassured by new guidance issued by New York regulators.

By Greg Iacurci
Rich families pour wealth into ESG investments
ALTERNATIVES SEP 16, 2019
Rich families pour wealth into ESG investments

More family offices are poised to integrate ESG and impact as millennial heirs inherit fortunes

By Bloomberg
Medicare IRMAA surcharges to be adjusted for inflation in 2020
RETIREMENT PLANNING SEP 16, 2019
Medicare IRMAA surcharges to be adjusted for inflation in 2020

Indexing will slow the rise in Medicare premiums for some retirees.

By Mary Beth Franklin
Millennials finally ready to invest sustainably
ALTERNATIVES SEP 13, 2019
Millennials finally ready to invest sustainably

The 41% who said they have invested in companies or funds targeting positive social and environmental outcomes is close to the 47% who said they check product packaging to ensure sustainability.

By Bloomberg
SEC continues to see problems with advisers selecting too-expensive share classes
MUTUAL FUNDS SEP 13, 2019
SEC continues to see problems with advisers selecting too-expensive share classes

More than 18 months after the launch of its crackdown, agency exams show message isn't getting through.

By Mark Schoeff Jr.
Once again, GPB delays release of audited financial statements
ALTERNATIVES SEP 12, 2019
Once again, GPB delays release of audited financial statements

After raising $1.8 billion, GPB fails to deliver information to investors.

By Bruce Kelly