Investing

Displaying 13507 results
ALTERNATIVES JUN 16, 2017
W.P. Carey exiting the nontraded REIT business

With regulations and other factors changing the marketplace, the publicly traded REIT will focus on its core business in the net lease market.

By Bruce Kelly
Whole Foods-Amazon deal — which funds have the biggest stakes in the merger
MUTUAL FUNDS JUN 16, 2017
Whole Foods-Amazon deal — which funds have the biggest stakes in the merger

Some of the funds with the biggest shares in Whole Foods as a percentage of assets aren't household names.

By John Waggoner
ALTERNATIVES JUN 16, 2017
Defense hits key government witness in Brian Block fraud trial

Attorney questions why Ryan Steel didn't raise accounting concerns with firm's auditor or law firm.

By Bruce Kelly
MUTUAL FUNDS JUN 15, 2017
Pershing to roll out a no-transaction-fee ETF platform

The platform, named FundVest ETF, will initially offer 120 ETFs.

By Jeff Benjamin
ALTERNATIVES JUN 15, 2017
Accounting at ARCP center of fraud charges against Brian Block

A former high-ranking executive testified that he repeatedly raised warnings of an accounting error at the real estate investment trust.

By Bruce Kelly
FINTECH JUN 15, 2017
Orion adds bond-rating updates to portfolio system

Advisers to gain better risk analysis to help meet DOL fiduciary rule requirements.

By Liz Skinner
ALTERNATIVES JUN 15, 2017
Why portfolios are not one-size-fits-all

By Gillian Albert
PRACTICE MANAGEMENT JUN 14, 2017
Think it's hard to start a new fund? Try marketing it

While getting through SEC registration has become easier, selling is harder.

By John Waggoner
ALTERNATIVES JUN 14, 2017
Trial begins for former CFO of ARCP, Brian Block

Mr. Block last year pleaded not guilty to charges, including conspiracy and securities fraud, stemming from accounting at the REIT once controlled by Nicholas Schorsch.

By Bruce Kelly
FIXED INCOME JUN 14, 2017
Prepare clients for the high costs of college

By Gillian Albert
RETIREMENT PLANNING JUN 12, 2017
Fidelity launches funds that can make RMDs for aging baby boomers

The managed payout funds have an optional feature that automatically calculates and distributes an investor's RMD from the account.

By Greg Iacurci
EMERGING MARKETS JUN 12, 2017
Advisers wary of bitcoin vindicated after big drop

Volatile cryptocurrency down 13% Monday after sharp runup.

By John Waggoner
ETFS JUN 09, 2017
Contrarian alert: ETF investors crowd into tech, flee consumer defensive sector

Watching funds with biggest flows is one way to gauge future performance.

By John Waggoner
FIXED INCOME JUN 09, 2017
Smart Beta: More than Just an Investing Fad

By Gillian Albert
MUTUAL FUNDS JUN 07, 2017
DOL fiduciary rule: Edward Jones changing stance on mutual fund commissions in IRAs

The brokerage cites "additional flexibility" granted by the DOL in recent guidance as a determining factor.

By Greg Iacurci
ALTERNATIVES JUN 06, 2017
Commodity funds a tough sell, while managed futures hold out some hope

Commodity funds have lost an average 8.7% a year over the past five years.

By John Waggoner
FINTECH JUN 06, 2017
TIAA launches robo-adviser with access to SRI funds

Digital tool to include environmental, social and governance screens.

By Liz Skinner
ESG JUN 01, 2017
Withdrawal from Paris accord will spur interest in ESG, advisers say

At least $7 trillion was focused on environmental, social and governance investing in the U.S. in 2016.

By John Waggoner
ALTERNATIVES JUN 01, 2017
Layoffs, reorganization for First Capital

By Bruce Kelly
MUTUAL FUNDS JUN 01, 2017
Are derivatives hiding risk in your bond portfolio?

By Gene Tannuzzo, CFA, Senior Portfolio Manager, Strategic Income