Investing

Displaying 16874 results
Lincoln, other insurers likely to backtrack on New York annuity pullback
LIFE INSURANCE AND ANNUITIES SEP 12, 2019
Lincoln, other insurers likely to backtrack on New York annuity pullback

New York regulators issued new guidance that puts the industry at ease.

By Greg Iacurci
Trump ups pressure on Fed, seeking rates of zero 'or less'
FIXED INCOME SEP 11, 2019
Trump ups pressure on Fed, seeking rates of zero 'or less'

The president's tweets suggest lower rates would allow the U.S. to refinance its outstanding debt.

By Bloomberg
How gold could replace bonds as a portfolio diversifier
EQUITIES SEP 11, 2019
How gold could replace bonds as a portfolio diversifier

Looking past the precious metal's volatile performance to its lack of correlation with other investments.

By Jeff Benjamin
The SEC botched title reform. New York got it right
LIFE INSURANCE AND ANNUITIES SEP 11, 2019
The SEC botched title reform. New York got it right

The SEC backed off a promising provision in its proposed rule, while New York takes on use of misleading titles in no uncertain terms.

By Greg Iacurci
Nicholas Schorsch's former flagship REIT settles with investors for $1 billion
ALTERNATIVES SEP 09, 2019
Nicholas Schorsch's former flagship REIT settles with investors for $1 billion

Mr. Schorsch's firm, American Realty Capital, will kick in $225 million as part of the settlement.

By Bruce Kelly
When strong performance sends ETF investors to the exits
EQUITIES SEP 06, 2019
When strong performance sends ETF investors to the exits

Investors are bailing out of concentrated ETF strategies in favor of safety and diversification.

By Jeff Benjamin
Advisor Group new bonus program falls short for some advisers
ALTERNATIVES SEP 06, 2019
Advisor Group new bonus program falls short for some advisers

Some of the broker-dealer networks 7,000 advisers are underwhelmed by offer.

By Bruce Kelly
Lincoln, Penn Mutual pull insurance products from New York in wake of best-interest rule
LIFE INSURANCE AND ANNUITIES SEP 06, 2019
Lincoln, Penn Mutual pull insurance products from New York in wake of best-interest rule

The departures follow the news that Jackson National halted sales of some products in the state.

By Greg Iacurci
Time is running out on opportunity zones — but there's limited choice
ALTERNATIVES SEP 05, 2019
Time is running out on opportunity zones — but there's limited choice

2026 marks the end of full tax benefits for investors in Opportunity Zones. Find out more about this investment tool, the history behind it, and key aspects to consider.

By Ramon Berenguer
VanEck, SolidX offer ETF-like Bitcoin product
ALTERNATIVES SEP 04, 2019
VanEck, SolidX offer ETF-like Bitcoin product

Shares in the fund will be available only to institutional buyers.

By Bloomberg
SEC censures, penalizes Utah hybrid $150,000 for improper alts sales
ALTERNATIVES SEP 04, 2019
SEC censures, penalizes Utah hybrid $150,000 for improper alts sales

Lefavi Wealth Management acknowledges receiving 7% commissions on top of fees.

By InvestmentNews
Real life investor portrayed in 'The Big Short' sees bubble in passive investing
MUTUAL FUNDS SEP 04, 2019
Real life investor portrayed in 'The Big Short' sees bubble in passive investing

Michael Burry says smaller value stocks are being unduly neglected around the world.

By Bloomberg
Retirement security advocates hope to attach SECURE to budget legislation in coming weeks
RETIREMENT PLANNING SEP 04, 2019
Retirement security advocates hope to attach SECURE to budget legislation in coming weeks

Despite overwhelming bipartisan support in the House, measure remains stuck in the Senate.

By Mark Schoeff Jr.
Headwinds to annuities in 401(k) plans persist
RETIREMENT PLANNING SEP 04, 2019
Headwinds to annuities in 401(k) plans persist

Legal and administrative challenges have stalled uptake by plan sponsors.

By Greg Iacurci
Hurricane Dorian puts flood insurance on the front burner
LIFE INSURANCE AND ANNUITIES SEP 03, 2019
Hurricane Dorian puts flood insurance on the front burner

Advisers use storm that crushed the Bahamas as latest reminder for full insurance coverage.

By Jeff Benjamin
Jackson National suspends fee-based annuity sales in New York due to best-interest rule
LIFE INSURANCE AND ANNUITIES SEP 03, 2019
Jackson National suspends fee-based annuity sales in New York due to best-interest rule

Others insurers are also poised to pull out of the New York market given the tougher sales standards.

By Greg Iacurci
$21 billion advisory firm is expanding to Europe
ALTERNATIVES SEP 03, 2019
$21 billion advisory firm is expanding to Europe

New York-based Tiedemann Advisors is partnering with Switzerland's Constantia Partners to target clients in the EU and Middle East.

By Bloomberg
Creating time-tested retirement income plans
RETIREMENT PLANNING SEP 03, 2019
Creating time-tested retirement income plans

Two veteran advisers reflect on more than 35 years of managing retirees' assets and expectations

By Mary Beth Franklin
Best returns in August came from ETFs loved by gold bugs
ETFS AUG 30, 2019
Best returns in August came from ETFs loved by gold bugs

Very low yields on bonds sent investors in search of alternative safe havens.

By Bloomberg
Opening an IRA just for alternative investments
RETIREMENT PLANNING AUG 30, 2019
Opening an IRA just for alternative investments

Platform leverages the SEC's crowd-funding regulations to give all investors access to alternatives.

By Jeff Benjamin