Investing

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LIFE INSURANCE AND ANNUITIES JUN 14, 2018
Driverless cars may cut traffic jams, but not insurance premiums

A handful of fatal accidents involving autonomous vehicles suggest car insurance will evolve, rather than go away.

By Bloomberg
ETFS JUN 14, 2018
Fidelity hedges the Fed by expanding into factor-based bond ETFs

High-yield and low-duration strategies will seek specific investment outcomes.

By Jeff Benjamin
RETIREMENT PLANNING JUN 14, 2018
Guaranteed retirement income campaign launched

Industry coalition seeks to educate the public and advisers about the value of annuities.

By Mary Beth Franklin
MUTUAL FUNDS JUN 12, 2018
Cash floods into money market funds

Short-term debt funds are flourishing because they finally pay something.

By Bloomberg
MUTUAL FUNDS JUN 12, 2018
ETF fans, bulls versus bears, and booth people

Mellody Hobson of Ariel Investments was among the speakers at the conference.

By John Waggoner
ALTERNATIVES JUN 12, 2018
Former Schorsch REIT reaches $90 million settlement with Vanguard

The mutual fund giant was the largest shareholder of American Realty Capital Properties Inc. when it reported inflated financial results because of a $23 million accounting mistake.

By Bruce Kelly
ETFS JUN 12, 2018
Advisers seek guidance on ETFs

Their questions involve how to fit exchange-traded funds into portfolios.

By John Waggoner
ALTERNATIVES JUN 11, 2018
Winning over the ultra-rich means cutting them in on mega deals

Bankers are vying for the world's hyper-wealthy as never before, and they are holding out investments that are tantalizingly off-limits to the rest of us

By Bloomberg
RIA NEWS JUN 11, 2018
Clock ticking for RIAs to self-report sales of high-fee mutual fund share classes

SEC offers favorable settlement terms through Monday to investment advisers who acknowledge they didn't use the lower-fee option available in a fund.

By Mark Schoeff Jr.
ETFS JUN 08, 2018
Investors dump junk ETF

Exchange-traded fund that tracks short-term junk bonds has lost $1.5 billion over the last two weeks.

By Bloomberg
EQUITIES JUN 07, 2018
Watch out for stock ETFs with the largest inflows

For advisers, checking monthly flows for stock funds might be a useful exercise.

By John Waggoner
FIXED INCOME JUN 07, 2018
Yield curve points to recession in about 22 months

Guggenheim's Scott Minerd explains: The flatter curve is a bad sign, and Fed hikes are likely to result in more flattening.

By Bloomberg
ETFS JUN 07, 2018
Focus on fiduciary boosts ETFs

Pricing transparency and the shift toward fee-based advice are benefiting exchange-traded funds, BlackRock executive says.

By Jeff Benjamin
Funds like Magellan need gamblers like Bill Gross
OPINION JUN 07, 2018
Funds like Magellan need gamblers like Bill Gross

The factors Magellan's manager uses to beat the index can be accessed more cheaply via ETFs.

By Nir Kaissar
LIFE INSURANCE AND ANNUITIES JUN 07, 2018
Fixed annuity sales set for massive spike

Rising interest rates primarily responsible for estimated 50% spike in sales of fixed-rate deferred annuities through 2019, says insurance industry group Limra.

By Greg Iacurci
ETFS JUN 06, 2018
Glut of smart-beta ETFs is pushing issuers toward bonds

Launches of new equity exchange-traded funds have slowed as investors crowd into just a few products.

By Bloomberg
ALTERNATIVES JUN 06, 2018
Demand grows for structured notes

CAIS Group, a distribution platform for alternatives, cites 40% increase in its structured notes business over the last couple of years.

By Bruce Kelly
EQUITIES JUN 05, 2018
Small-cap ETFs see surge in inflows

Trade reform, trade tiffs and strong dollar are all benefiting domestically oriented small-caps

By Bloomberg
ALTERNATIVES JUN 05, 2018
Teamwork makes the dream work at Pimco

Four years after the ousting of Bill Gross, the firm's total assets have increased by $300 billion.

By Bloomberg
RETIREMENT PLANNING JUN 05, 2018
Vanguard: More than half of 401(k) participants invest solely in target-date funds

Annual report also finds voluntary and default savings rates are converging.

By Robert Steyer