Investing

Displaying 16260 results
Investing in fine wine is producing ever-greater returns
ALTERNATIVES JUL 26, 2018
Investing in fine wine is producing ever-greater returns

French wines dominate portfolios; California wines constitute only a small fraction of what's traded.

By Bloomberg
Cash floods into muni bond funds
MUTUAL FUNDS JUL 26, 2018
Cash floods into muni bond funds

Municipal bonds have outperformed Treasuries and corporates this year.

By Bloomberg
Invesco joins the do-it-yourself indexing trend
ETFS JUL 26, 2018
Invesco joins the do-it-yourself indexing trend

Firm launches eight fixed-income ETFs based on benchmarks designed in-house

By Bloomberg
Focus Financial IPO falls short of expectations
RIA NEWS JUL 26, 2018
Focus Financial IPO falls short of expectations

Despite the below-target offering price, the stock closed its first day of trading at $37.55 — a 13.8% gain.

By Jeff Benjamin
In wake of tax reform, muni bond market gains footing
FIXED INCOME JUL 25, 2018
In wake of tax reform, muni bond market gains footing

Supply-demand imbalance has boosted munis so far this year.

By Jeff Benjamin
Millennials err on the side of caution when it comes to investing
MUTUAL FUNDS JUL 25, 2018
Millennials err on the side of caution when it comes to investing

The generation that has decades till retirement is most enthusiastic about cash instruments.

By Bloomberg
Finra whacks Advisor Group, NPH with $2.7 million in fines over variable annuity sales
LIFE INSURANCE AND ANNUITIES JUL 25, 2018
Finra whacks Advisor Group, NPH with $2.7 million in fines over variable annuity sales

Eight broker-dealers censured for supervisory laxity in monitoring VA exchanges.

By InvestmentNews
With money on their minds, Generation Z is ready to invest
OPINION JUL 25, 2018
With money on their minds, Generation Z is ready to invest

This generation is in the best position to invest in stocks because of their youth

By Andrew Kirillov
Wealth Enhancement Group adds $350 million planning firm in Florida
RIA NEWS JUL 24, 2018
Wealth Enhancement Group adds $350 million planning firm in Florida

Hybrid owned by Lightyear is acquiring Retirement Strategies Group of Jacksonville

By InvestmentNews
Judge dismisses amended complaint in Wells Fargo stock-drop case
EQUITIES JUL 24, 2018
Judge dismisses amended complaint in Wells Fargo stock-drop case

Suit involved decline in price of company stock held in the 401(k) plan after regulators fined Wells.

By Robert Steyer
Annuity rule likely won't include a fiduciary standard, NAIC says
LIFE INSURANCE AND ANNUITIES JUL 24, 2018
Annuity rule likely won't include a fiduciary standard, NAIC says

The new language, which is still subject to change, explicitly states what had largely been assumed.

By Greg Iacurci
TD Ameritrade latest brokerage refusing to lead in cutting ETF commissions
RIA NEWS JUL 24, 2018
TD Ameritrade latest brokerage refusing to lead in cutting ETF commissions

Vanguard set the pace with 1,800 commission-free ETFs, while most brokerages say enough is enough

By Jeff Benjamin
Intriguing snapshot of HSA users
RETIREMENT PLANNING JUL 24, 2018
Intriguing snapshot of HSA users

Workers who use tax-advantaged health savings accounts are younger, richer and more educated.

By Mary Beth Franklin
In wake of tax reform, muni bond market gains footing
RIA NEWS JUL 23, 2018
In wake of tax reform, muni bond market gains footing

As banks sell munis, and the Fed hikes rates, supply and demand take over.

By Jeff Benjamin
How advisers can ride the 'wave of opportunity' of aging clients
RETIREMENT PLANNING JUL 23, 2018
How advisers can ride the 'wave of opportunity' of aging clients

People are healthier and living longer than ever, and MIT AgeLab's Joe Coughlin says advisers are primed to take advantage.

By Ryan W. Neal
Adviser education key to solving 'ESG paradox'
MUTUAL FUNDS JUL 21, 2018
Adviser education key to solving 'ESG paradox'

Clients interested in 'responsible' investing, but only 38% of advisers feel knowledgeable.

By Evan Cooper
Wells Fargo takes $8.7 million arbitration hit over Puerto Rican bonds
FIXED INCOME JUL 20, 2018
Wells Fargo takes $8.7 million arbitration hit over Puerto Rican bonds

Finra panel says firm and broker are liable for damages, interest, fees and costs.

By Bloomberg
401(k) advisory firms with custom TDFs offer pain, solace to asset managers
RETIREMENT PLANNING JUL 20, 2018
401(k) advisory firms with custom TDFs offer pain, solace to asset managers

The funds offer direct competition but also a way for small or actively managed players to get a piece of the pie.

By Greg Iacurci
Commission-free ETFs will become the norm, Schwab CEO says
MUTUAL FUNDS JUL 20, 2018
Commission-free ETFs will become the norm, Schwab CEO says

Walt Bettinger says ETF OneSource will be expanded to a 'measurable extent'

By Jeff Benjamin
The regulatory hole around ETFs gets SEC scrutiny
ETFS JUL 19, 2018
The regulatory hole around ETFs gets SEC scrutiny

The agency is working on an oversight regime for exchange-traded funds; it's also asking questions about the indexes that underpin the ETF market.

By Bloomberg