Investing

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RETIREMENT PLANNING APR 11, 2018
Insurers' 401(k) record keepers gain big share in small, midsize markets

Consolidation, unbundled platforms and the use of proprietary funds play a role, according to retirement plan advisers.

By Greg Iacurci
ETFS APR 11, 2018
Do investors know Barclays is shutting their ETN?

Holders remain in 50 exchange-traded notes the British bank will close Thursday

By Bloomberg
EQUITIES APR 11, 2018
Earnings season only pouring 'fuel on fire' for stocks

Upcoming reports on companies' profits may fail to fulfill high expectations.

By Bloomberg
LIFE INSURANCE AND ANNUITIES APR 11, 2018
Finra fines Park Avenue Securities $300,000 over variable annuity sales

Also censures firm, which agrees to review its supervision practices.

By Bloomberg
ETFS APR 10, 2018
Pacer rolls out ETF that invests in veteran-friendly employers

Vets still have a higher unemployment rate than the general population.

By John Waggoner
EQUITIES APR 10, 2018
U.S. target-date funds have strong home-country equity bias

Mercer survey of 68 TDF series finds assets grew 30.8% in 2017.

By Meaghan Kilroy
ALTERNATIVES APR 10, 2018
Private equity firms seek to do well by doing good

From saving tiny lizards to conserving hallway lights, firms actively embrace value of sustainability.

By Bloomberg
MUTUAL FUNDS APR 09, 2018
Invesco increases its ETF position with acquisition of Guggenheim Investments

Purchase results in 28% growth, making it the fourth-largest ETF issuer in the U.S.

By Bloomberg
EMERGING MARKETS APR 09, 2018
To invest during a trade war, think local and think small

Small-company stocks are one place to shelter from potential hostilities.

By John Waggoner
ALTERNATIVES APR 09, 2018
Investment Program Association rebrands itself for Main Street

Group advocating for investments like REITs, BDCs, close-end funds, and energy and equipment leasing programs changes name to Institute for Portfolio Alternatives.

By Mark Schoeff Jr.
The magic in talking about cost
OPINION APR 09, 2018
The magic in talking about cost

Even if clients aren't paying too much for life insurance, being the first to talk to them about the costs can start the trust-building process.

By Barry Flagg
RETIREMENT PLANNING APR 09, 2018
Guaranteed income tops boomers' retirement wish list

Those who work with an adviser are most likely to buy an annuity.

By Mary Beth Franklin
OPINION APR 09, 2018
Old strategy with a new twist: Dollar cost averaging and annuities

Using dollar cost averaging within annuities can build clients' confidence about investing in the market.

By Tim Seifert
5 star mutual fund managers you've never heard of
MUTUAL FUNDS APR 07, 2018
5 star mutual fund managers you've never heard of

These up-and-coming portfolio managers are passionate about their work, and outshining the competition

By John Waggoner
RETIREMENT PLANNING APR 07, 2018
Like it or not, annuities are coming to retirement plans

Some lawmakers are warming to the notion of using annuities to help solve the nation's retirement crisis

By crain-api
MUTUAL FUNDS APR 06, 2018
13 active fund managers agree to reveal closet indexing

New York's attorney general says funds already show 'active share' information to institutions.

By InvestmentNews
Matt Hougan: Exploring frontiers of cryptocurrency
MUTUAL FUNDS APR 06, 2018
Matt Hougan: Exploring frontiers of cryptocurrency

ETF pioneer Matt Hougan talks about move to cryptocurrency fund.

By John Waggoner
MUTUAL FUNDS APR 05, 2018
Mutual funds and ETF closures mount despite hot markets

Death toll as high as 58% over 15 years.

By John Waggoner
EQUITIES APR 05, 2018
Advisers answer common investor concerns with these talking points

From market volatility to rising rates, financial pros share their insights on how to calm nervous clients.

By Jeff Benjamin
ALTERNATIVES APR 04, 2018
What advisers need to know about alternatives

A new Innovators in Investing webcast looks at various aspects of investing in alternatives.

By John Waggoner