Investing

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MUTUAL FUNDS DEC 20, 2017
Political ETFs have fair share of haters

Getting even a rough sense of how governments influence share prices is a task fraught with peril.

By Bloomberg
FINTECH DEC 20, 2017
Two more bitcoin ETFs test luck with SEC

The GraniteShares Bitcoin ETF and the GraniteShares Short Bitcoin ETF would trade on the Cboe BZX exchange.

By Bloomberg
EMERGING MARKETS DEC 20, 2017
GMO favors emerging markets value stocks

Firm's seven-year projection for EM value stocks far outshines U.S. large-company stocks.

By John Waggoner
FINTECH DEC 20, 2017
Morningstar sells Broadridge its board consulting services business

By Jeff Benjamin
RETIREMENT PLANNING DEC 19, 2017
New York, Massachusetts eye MetLife's unpaid pensions

Up to 30,000 people may not have received payments from insurer.

By InvestmentNews
MUTUAL FUNDS DEC 19, 2017
ESG investing: Assessing the 'E,' 'S' and 'G'

Mutual funds that invest based on environmental, social and governance factors are all the rage. But is one factor more critical to performance?

By John Waggoner
MUTUAL FUNDS DEC 18, 2017
Vanguard lags BlackRock in ETF sales

iShares welcomed $198.4 billion into its exchange-traded funds through November.

By John Waggoner
MUTUAL FUNDS DEC 14, 2017
Regulators showing renewed interest in cracking down on investment fees

SEC, Finra targeting high-fee share classes, 12b-1 fees and failure to give sales load discounts and waivers to investors.

By Mark Schoeff Jr.
LIFE INSURANCE AND ANNUITIES DEC 14, 2017
Complexity of new indexed annuities causing concern

Insurers are using 'hybrid' indices as a way to differentiate themselves, but critics contend the products are less transparent, more confusing and don't add financial benefit.

By Greg Iacurci
EQUITIES DEC 14, 2017
RIAs struggle to keep clients grounded amid stock market euphoria

With equities at record levels, financial advisers are confronted with realities of greed and fear.

By Jeff Benjamin
MUTUAL FUNDS DEC 13, 2017
Buybacks, CEO pay add up to big costs for shareholders

David Winters says passive investors are rubber-stamping compensation packages.

By John Waggoner
LIFE INSURANCE AND ANNUITIES DEC 13, 2017
Critics say regulation hasn't curbed overly rosy projections for indexed universal life insurance

They say rule didn't go far enough and more stringent measures may be necessary.

By Greg Iacurci
EMERGING MARKETS DEC 13, 2017
Approaching international growth with a valuation focus: where ClearBridge sees opportunities

Learn more about ClearBridge's outlook and valuation approach to growth

By Gillian Albert
ALTERNATIVES DEC 11, 2017
Bitcoin futures debut with 26% rally

Cboe temporarily halts trading twice to calm market, as initial volume exceeds dealers' expectations.

By Bloomberg
FIXED INCOME DEC 11, 2017
Brace for steepest rate hikes since 2006 in new year

Citigroup, JPMorgan Chase predict average interest rates across advanced economies will climb to at least 1 percent in 2018.

By Bloomberg
FS Investments parts ways with Blackstone, announces new partnership with KKR
ALTERNATIVES DEC 11, 2017
FS Investments parts ways with Blackstone, announces new partnership with KKR

With $18 billion in assets, FS Investments and KKR will have the largest BDC on the market.

By Bruce Kelly
RIA NEWS DEC 09, 2017
Why private equity wants a piece of the RIA market

Several factors, including consolidation in the independent advice industry and PE's own growing mountain of cash, are fueling the zeal to invest.

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES DEC 08, 2017
Finra report hints at trouble with L-share variable annuities

Regulators question why investors would pay more for additional liquidity on a long-term product.

By Greg Iacurci
ALTERNATIVES DEC 07, 2017
Stripped of fat commissions, nontraded REIT sales tank

The "income, diversify and interest rate" pitch was never the main draw for brokers.

By Bruce Kelly
MUTUAL FUNDS DEC 07, 2017
Finra censures Investacorp for laxity on fund sales

Ladenburg Thalmann subsidiary agrees to pay restitution of almost $250,000 for overcharges.

By Bloomberg