Investing

Displaying 16874 results
FIXED INCOME APR 04, 2018
Rally in Puerto Rico bonds has blown investors' minds

Governor revises fiscal plan as others question the rally's staying power

By Bloomberg
ALTERNATIVES APR 04, 2018
Few places for advisers — or clients — to hide in this stock correction

International bonds and various alternative investments offer little solace.

By John Waggoner
EMERGING MARKETS APR 03, 2018
Rise of Puerto Rico bonds has investors' minds blown

Governor revises fiscal plan as others question the rally's staying power.

By Bloomberg
LIFE INSURANCE AND ANNUITIES APR 03, 2018
Finra institutes disciplinary proceedings against broker over alleged improper variable annuity sales

Regulator claims Frederick David Holloway replaced lower-cost variable annuities with higher-cost ones without ensuring they were suitable or in their clients' best interests.

By InvestmentNews
EQUITIES APR 02, 2018
Advisers tell clients market volatility is the new normal

With the S&P 500 down 2.2% on the first trading day of the second quarter, advisers reassure clients and tell them not to panic.

By Jeff Benjamin
EQUITIES APR 02, 2018
Tech rout sinks stocks

President's criticism of Amazon and retaliatory tariffs from China rattle markets

By Bloomberg
EQUITIES APR 02, 2018
S&P 500 evolves to reflect makeup of the economy

Once composed mostly of industrial companies, now the 60-year-old index is dominated by tech, finance, health care and entertainment companies.

By John Waggoner
RETIREMENT PLANNING APR 02, 2018
New rules for a 21st century retirement

New book for clients and advisers focuses on strategies to maximize retirement income.

By Mary Beth Franklin
RETIREMENT PLANNING MAR 31, 2018
Have variable annuities sales hit rock bottom?

After six years of declines, sales could improve slightly if rising interest rates help insurers more easily support their guarantees.

By Greg Iacurci
RETIREMENT PLANNING MAR 31, 2018
Are annuities finally getting some respect?

A bipartisan effort in Congress to ease annuity use in 401(k)s follows years of related academic research.

By Greg Iacurci
EQUITIES MAR 30, 2018
Stocks about to get a $400 billion dividend boost

Dividend payments tend to occur between March and May, Morgan Stanley analysts note.

By Bloomberg
MUTUAL FUNDS MAR 30, 2018
ETFs may get riskier with planned rule to ease approvals

Regulators are concerned the proposal could aid bad behavior.

By Bloomberg
Retirement-savings bill draws broad support, optimism for passage this year
RETIREMENT PLANNING MAR 30, 2018
Retirement-savings bill draws broad support, optimism for passage this year

Industry groups and investor advocates alike seek enactment of the measure that increases workplace plans, eases annuity inclusion.

By Mark Schoeff Jr.
ETFS MAR 30, 2018
Smart-beta funds get mixed reviews in first quarter

Amid the S&P 500's wild ride, there were a few smart-beta winners.

By John Waggoner
EQUITIES MAR 29, 2018
Advisers should make the most of volatility for clients

Use stock market swings as opportunities to improve service to clients.

By Damian Ornani
EMERGING MARKETS MAR 28, 2018
ETFs see outflows for first time since 2016

While investors fled domestic stock ETFs in February, international funds gained new money.

By John Waggoner
OPINION MAR 28, 2018
DOL proposal on association health plans could help advisers

Allowing groups to negotiate health plans with insurers could make it easier for small businesses to find affordable coverage.

By Dale Brown
MUTUAL FUNDS MAR 27, 2018
Digital investment firm launches new fund for women

Latest offering from Ellevest will invest in offerings that help advance women.

By Bloomberg
FINTECH MAR 27, 2018
Vanguard wrestles with new service problems

Tech glitch sends out erroneous messages to retail customers

By John Waggoner
LIFE INSURANCE AND ANNUITIES MAR 26, 2018
DOL fiduciary rule lawsuit withdrawn by fixed annuities group in DC federal court

National Association of Fixed Annuities puts focus on 5th Circuit Appeals decision to kill regulation.

By Mark Schoeff Jr.