Investing

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Socially responsible ETFs now come with a twist
MUTUAL FUNDS JUL 18, 2018
Socially responsible ETFs now come with a twist

Impact Shares Corp. will partner with nonprofits to create new focused-issue funds.

By Bloomberg
Target-date funds don't hit the retirement bull's-eye
OPINION JUL 18, 2018
Target-date funds don't hit the retirement bull's-eye

While hugely popular, they are still no cure-all

By Nir Kaissar
New York issues final best-interest regulation for annuity, life insurance sales
LIFE INSURANCE AND ANNUITIES JUL 18, 2018
New York issues final best-interest regulation for annuity, life insurance sales

State insurance commissioners don't include life products in their annuity suitability reform.

By Mark Schoeff Jr.
JPMorgan ups its ETF game
ETFS JUL 17, 2018
JPMorgan ups its ETF game

Two of its BetaBuilder funds saw big inflows last week.

By Bloomberg
Focus Financial raises goal for IPO to $600 million
RIA NEWS JUL 17, 2018
Focus Financial raises goal for IPO to $600 million

Company's revised goal from $100 million could be a sign RIA valuations are rising.

By Jeff Benjamin
Frenzy to get bitcoin ETF is clogging SEC email
ALTERNATIVES JUL 16, 2018
Frenzy to get bitcoin ETF is clogging SEC email

The agency has gotten more than 90 comments on Cboe's proposal for a bitcoin exchange-traded fund.

By Bloomberg
Clients have zero interest in crypto, BlackRock CEO says
ALTERNATIVES JUL 16, 2018
Clients have zero interest in crypto, BlackRock CEO says

But Larry Fink is 'very excited' about blockchain technology and says it could be a way to enhance company's Aladdin system

By Bloomberg
BlackRock sees outflows from equity products
ETFS JUL 16, 2018
BlackRock sees outflows from equity products

Inflows into iShares products totaled $17.8 billion during the second quarter, the lowest level in two years

By Bloomberg
Alphabet soup is hot, and clients will pay more for those letters
RIA NEWS JUL 16, 2018
Alphabet soup is hot, and clients will pay more for those letters

Consumers value designations, although opinions vary on which ones carry the most swagger.

By Jeff Benjamin
Advisers applaud House bills to expand health savings accounts
RETIREMENT PLANNING JUL 16, 2018
Advisers applaud House bills to expand health savings accounts

House committee approves measures to raise contribution limits, extend eligibility.

By Mark Schoeff Jr.
Emerging markets have yet to reach bottom
EMERGING MARKETS JUL 13, 2018
Emerging markets have yet to reach bottom

Selloffs in developing-nation currencies are likely to get worse, survey shows

By Bloomberg
Prospect of high cash distribution has investors chasing dividends through ETFs
MUTUAL FUNDS JUL 13, 2018
Prospect of high cash distribution has investors chasing dividends through ETFs

Funds that are seeing inflows largely steer clear of sectors like utilities.

By Bloomberg
Morningstar to replace funds in its managed portfolios with nine of its own
MUTUAL FUNDS JUL 12, 2018
Morningstar to replace funds in its managed portfolios with nine of its own

New sub-advised funds, offered exclusively through financial advisers, are intended to lower costs and provide 'greater flexibility.'

By InvestmentNews
Are nontraded REIT sales back from the dead?
ALTERNATIVES JUL 12, 2018
Are nontraded REIT sales back from the dead?

Sales could hit $5.1 billion this year, up from $4.2 billion in 2017, according to Robert A. Stanger & Co. Inc.

By Bruce Kelly
Retirees spend their golden years on campus
RETIREMENT PLANNING JUL 11, 2018
Retirees spend their golden years on campus

As seniors flock to live near universities, Purchase College in New York is developing a retirement community.

By Bloomberg
Investors wait for financial statements from leading seller of alternative investments
ALTERNATIVES JUL 11, 2018
Investors wait for financial statements from leading seller of alternative investments

GPB, which offers private placements, also cut the distribution rate on one of its funds

By Bruce Kelly
MassMutual offers active target-date funds managed by T. Rowe Price
RETIREMENT PLANNING JUL 10, 2018
MassMutual offers active target-date funds managed by T. Rowe Price

Tactical asset allocation funds will be available only in MassMutual-managed plans.

By InvestmentNews
Bill Gross's bond fund sees $580 million of outflows in first half
MUTUAL FUNDS JUL 10, 2018
Bill Gross's bond fund sees $580 million of outflows in first half

Withdrawals came as his fund posted the worst performance among its peers.

By Bloomberg
Improved health outcomes can boost retirement savings
RETIREMENT PLANNING JUL 10, 2018
Improved health outcomes can boost retirement savings

Reducing health care costs frees up more money to be invested.

By Mary Beth Franklin
Recency bias: A big risk to your clients this summer
OPINION JUL 10, 2018
Recency bias: A big risk to your clients this summer

With market volatility picking up in 2018, explain to clients that markets aren't serially correlated and shouldn't inspire fear or actions that jeopardize long-term goals

By Damian Ornani