Investing

Displaying 13508 results
MUTUAL FUNDS NOV 18, 2016
Fund flows make screeching U-turn after election

Money flows out of bonds into stocks.

By John Waggoner
Morningstar to create new style box for liquid alt funds
EQUITIES NOV 17, 2016
Morningstar to create new style box for liquid alt funds

It will help advisers and investors measure correlation and volatility of past returns.

By Jeff Benjamin
Capital One will eliminate commissions on IRAs
RETIREMENT PLANNING NOV 14, 2016
Capital One will eliminate commissions on IRAs

The transition will be completed by the time the Department of Labor fiduciary rule takes effect.

By Grete Suarez
MUTUAL FUNDS NOV 14, 2016
Vanguard, Pimco feel the pain as long-term funds get smacked

The bond market selloff is getting more serious, with some popular funds down nearly 20% since the summer.

By John Waggoner
FIXED INCOME NOV 11, 2016
Investors flood TIPS funds as Trump win stokes inflation concerns

Funds that invest in Treasury Inflation Protected Securities saw a net inflow of $1 billion the week ended Nov. 9, the second-largest since records began in 2002.

By John Waggoner
FIXED INCOME NOV 11, 2016
DoubleLine CEO Jeffrey Gundlach predicted Donald Trump victory

One of the few prominent money managers who correctly predicted the next president of the U.S. also pretty much nailed this year's bottom for Treasuries

By Lisa Abramowicz
MUTUAL FUNDS NOV 10, 2016
Alternative energy funds have dim prospects under a Trump presidency

By John Waggoner
EQUITIES NOV 10, 2016
Making sense of the stock market's post-election run

Plus: Industrial stocks ride infrastructure-spending hopes, Warren Buffett makes nice with Donald Trump, and suddenly it's the Democratic party that might not survive in tact

By Jeff Benjamin
PRACTICE MANAGEMENT NOV 10, 2016
What you can learn from 30 years of stock-picking

Veteran managers from Ariel, Gabelli, Monetta and Pioneer share their lessons.

By John Waggoner
SEC uses F-Squared saga to drive home due diligence message
RIAS NOV 10, 2016
SEC uses F-Squared saga to drive home due diligence message

Telling advisers to never assume enough is enough when it comes to research.

By Jeff Benjamin
Advisers brace for the transition toward a President Trump
EQUITIES NOV 10, 2016
Advisers brace for the transition toward a President Trump

Republican power balance puts DOL rule into question

By Jeff Benjamin
FIXED INCOME NOV 09, 2016
The Federal Reserve meets Donald Trump

Plus: The Obama administration fast-tracks banking regs, active managers feel pain in the bottom line, and embracing a little humility

By Jeff Benjamin
EQUITIES NOV 09, 2016
Donald Trump's transition team says scrapping Dodd-Frank is job one

Plus: Five ETFs to help you prosper under the Trump administration, Dawn Bennett lands in more hot water, sending the media back to journalism school, and Happy Veterans Day

By Jeff Benjamin
EQUITIES NOV 09, 2016
Election over, advisers plan their next moves with clients

Advisers ready trades and talking points for crushed Clinton supporters

By Liz Skinner
EQUITIES NOV 09, 2016
Donald Trump win takes the stock market to hell and back

Plus: The Fed gets another excuse for not hiking rates, a big win for big oil, and nervous Americans crashed Canada's immigration website

By Jeff Benjamin
EQUITIES NOV 09, 2016
How the bond market braced for the election

Plus: Don't bet on a post-election stock market rally, filing bankruptcy to fix a credit score, and some realities of moving to Canada

By Jeff Benjamin
MUTUAL FUNDS NOV 08, 2016
USA Mutuals Vice Fund's winning strategy in election year: Guns, booze, tobacco and gambling

The fund has beaten the S&P 500 in three of the last four presidential election cycles.

By John Waggoner
ETFS NOV 08, 2016
American Funds sees the no-load light

Plus: A big warning from Pioneer Investments, ETF company revenues, and another bleak earnings season ahead

By Jeff Benjamin
MUTUAL FUNDS NOV 07, 2016
Bipartisan support from Democrats and Republicans bodes well for infrastructure investments

Infrastructure mutual funds and ETFs are currently beating the S&P 500.

By John Waggoner
Morningstar cuts index benchmarking fees to zero
ETFS NOV 07, 2016
Morningstar cuts index benchmarking fees to zero

Through the launch of its Open Indexes Project, the fund tracker is now offering free access to more than 100 global equity indexes and hopes to build a brand as well.

By Jeff Benjamin