Investing

Displaying 16260 results
Big finance firms want in on theme ETFs
ETFS AUG 08, 2018
Big finance firms want in on theme ETFs

State Street plans three exchange-traded funds on topics including clean power and robotics, while Goldman plans five, including one on 'human evolution.'

By Bloomberg
Vanguard, Fidelity, Pimco are top three fund firms among RIAs
MUTUAL FUNDS AUG 07, 2018
Vanguard, Fidelity, Pimco are top three fund firms among RIAs

DFA rises to fourth most-popular from sixth place in 2016.

By InvestmentNews
Investors rekindle love affair with hedge funds
ALTERNATIVES AUG 07, 2018
Investors rekindle love affair with hedge funds

To get back into investors' good graces, funds have had to alter traits like their liquidity, fees — even their overall structure.

By Bloomberg
FAANGs are really solo acts, not a supergroup
EQUITIES AUG 07, 2018
FAANGs are really solo acts, not a supergroup

The five stocks differ in many ways — they're not even all tech companies

By Nir Kaissar
Appeals court upholds dismissal of Wells Fargo 401(k) lawsuit
RETIREMENT PLANNING AUG 06, 2018
Appeals court upholds dismissal of Wells Fargo 401(k) lawsuit

Participant argued that the plan could have offered a better-performing, nonproprietary TDF.

By Robert Steyer
Jamie Dimon of JPMorgan Chase warns of 5% Treasury yields
FIXED INCOME AUG 06, 2018
Jamie Dimon of JPMorgan Chase warns of 5% Treasury yields

But CEO says equity bull market could continue another two to three years.

By Bloomberg
New ETFs seek to hedge a stock market slide
ETFS AUG 03, 2018
New ETFs seek to hedge a stock market slide

Funds would protect buyers from slumps of up to 30% in the S&P 500.

By Bloomberg
Bitcoin trade gone bad leaves counterparties holding the bag
ALTERNATIVES AUG 03, 2018
Bitcoin trade gone bad leaves counterparties holding the bag

Trading debacle could dent confidence in one of largest cryptocurrency venues.

By Bloomberg
Fidelity's zero-fee funds unleash the power of free
MUTUAL FUNDS AUG 03, 2018
Fidelity's zero-fee funds unleash the power of free

The asset manager's move will trigger a transformation of the fund industry.

By Nir Kaissar
Vanguard exec: Investors should look for 'the catch' in Fidelity's no-fee funds
MUTUAL FUNDS AUG 03, 2018
Vanguard exec: Investors should look for 'the catch' in Fidelity's no-fee funds

Vanguard's not likely to react to Fidelity's move, says CIO Greg Davis.

By Bloomberg
American Funds offering TDFs in collective investment trusts
RETIREMENT PLANNING AUG 03, 2018
American Funds offering TDFs in collective investment trusts

The firm is one of the last holdouts to launch CITs, signaling increased demand for the investment vehicle.

By Greg Iacurci
Voya gives investors back $2 million under SEC order
MUTUAL FUNDS AUG 02, 2018
Voya gives investors back $2 million under SEC order

Action concludes settlement in case of improper stock-loan revenue actions.

By Bloomberg
Private equity chasing healthy returns at RIAs and broker-dealers
RIA NEWS AUG 02, 2018
Private equity chasing healthy returns at RIAs and broker-dealers

Looking to double their money in five years, P-E investors are attracted to the wealth management industry.

By Bruce Kelly
Fidelity's zero-cost funds raise issues for 401(k) advisers
RETIREMENT PLANNING AUG 02, 2018
Fidelity's zero-cost funds raise issues for 401(k) advisers

Fiduciary advisers should be weighing the risks and upsides of securities lending.

By Greg Iacurci
Fidelity resets the fee-war bar with zero-expense index funds
RIA NEWS AUG 01, 2018
Fidelity resets the fee-war bar with zero-expense index funds

Cutting expense ratios to zero shines light on lucrative business of securities lending.

By Jeff Benjamin
RETIREMENT PLANNING AUG 01, 2018
Get Ready to Guide Clients Through Income Distribution

If you can't guide retirees through income distribution, it could prove costly. Learn tips and strategies to help get started helping clients through this new stage in life.

By Zach Parker, Securities America vice president of Wealth Management Product Strategy
Morgan Stanley: Correction worse than February looming
EQUITIES JUL 31, 2018
Morgan Stanley: Correction worse than February looming

Tech stock pain may just be the start of more losses.

By Bloomberg
Tech bloodletting approaches $300 billion
EQUITIES JUL 30, 2018
Tech bloodletting approaches $300 billion

Investors continue to exit technology stocks in the wake of Facebook's disappointing earnings last week.

By Bloomberg
Schorsch REIT listing a billion-dollar disaster for investors
ALTERNATIVES JUL 30, 2018
Schorsch REIT listing a billion-dollar disaster for investors

The share price of American Finance Trust Inc. has plunged since trading began on July 19, and advisers deserve answers.

By Bruce Kelly
Cash management platform gains appeal among advisers amid rising interest rates and frothy markets
RIA NEWS JUL 27, 2018
Cash management platform gains appeal among advisers amid rising interest rates and frothy markets

Dynasty Financial Partners the latest to join MaxMyInterest.

By Jeff Benjamin