Investing

Displaying 16874 results
ALTERNATIVES MAR 23, 2018
Business development company language added to spending bill allows for increased leverage

BDC reform was tacked onto the $1.3 trillion appropriations bill signed by Trump on Friday.

By Mark Schoeff Jr.
FINTECH MAR 23, 2018
BlackRock turns to robos to drive latest push into active ETFs

New sector of funds created under the 'iShares Evolved' brand.

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAR 22, 2018
Here's how the top indexed, variable annuity sellers did last year

Allianz Life Insurance Co. of North America shed the most money on the indexed side, and Prudential Annuities on the variable end, both losing more than $2 billion in sales year-over-year.

By Greg Iacurci
MUTUAL FUNDS MAR 22, 2018
Fidelity maintains target-date volume; Vanguard comes out on top

Fidelity is still the second-largest TDF provider even though it has seen $20 billion in outflows since the start of 2012.

By Charles McGrath
EQUITIES MAR 22, 2018
Thinking outside the style box

Defensive equity income strategies can help investors weather the challenges of sometimes severe market swings.

By Mike LaBella
ALTERNATIVES MAR 22, 2018
More turnover at top of REIT manager CNL Financial

The president of the company's wholesaling broker-dealer is the latest senior executive to leave.

By Bruce Kelly
EQUITIES MAR 22, 2018
Stocks plunge, advisers tell clients to hang tight

Though planners encourage calm, some are preparing investors for a correction.

By John Waggoner
EQUITIES MAR 22, 2018
David Herro on the best opportunities in international investing

Longtime Oakmark International money manager shares his strategies for success, and why he's hot on Europe right now.

By John Waggoner
LIFE INSURANCE AND ANNUITIES MAR 21, 2018
DOL fiduciary rule: 5th Circuit decision could be big win for indexed annuities

The fiduciary rule may be taken off the books as a result of the ruling, and an SEC fiduciary standard wouldn't cover products not registered as securities

By Greg Iacurci
MUTUAL FUNDS MAR 21, 2018
F-Squared's former president ordered to pay $12.4 million over false statements

Judge says Howard Present, who led ETF portfolio management firm, was 'reckless.'

By Bloomberg
FIXED INCOME MAR 21, 2018
Guggenheim's Minerd sees defaults, recession ahead

Companies that have borrowed heavily will have a hard time as rates tick up, he says.

By Bloomberg
ETFS MAR 20, 2018
ETF outflows show growing distaste for U.S. dollar

Investors pull assets from funds that guard against foreign exchange risk.

By Bloomberg
FIXED INCOME MAR 20, 2018
UBS ordered to pay $204,000 in Puerto Rican bond claim

Finra panel says firm was liable for breach of contract and unsuitability.

By InvestmentNews
ETFS MAR 20, 2018
Dividend ETF sees 27th week of inflows

Interest in high-dividend stocks suggests fears of Fed rate hikes are fading.

By Bloomberg
Managers allocate less to global equities, more to bonds
EQUITIES MAR 20, 2018
Managers allocate less to global equities, more to bonds

Large majority of investors now believe the global economy is in 'late cycle,' BofA survey finds.

By James Comtois
ETFS MAR 19, 2018
Lawsuit over exchange-traded note shows peril in democratized investing

ETP industry is reconsidering disclosures at issuance and sale.

By Bloomberg
EQUITIES MAR 19, 2018
Investors stood pat during February correction

Some individual investors even added to their stock holdings last month, survey shows.

By John Waggoner
RETIREMENT PLANNING MAR 17, 2018
Passive target-date funds? No such thing

Glide path requires active decisions from a manager

By John Waggoner
MUTUAL FUNDS MAR 16, 2018
A great year in the markets, but few managers beat their indexes

Their long-term record is even worse, according to a report on indexes versus active managers.

By John Waggoner
EQUITIES MAR 16, 2018
GMO's Grantham: No bubble yet, but keep your eyes open

Veteran investor who predicted both the dot-com and housing bubbles is warning about a possible "melt-up" in stocks.

By John Waggoner