Investing

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MUTUAL FUNDS MAR 07, 2018
Trump tariffs might not mean much for portfolios now

But investments could be affected if the president's move sets off a trade war

By John Waggoner
MUTUAL FUNDS MAR 06, 2018
Fidelity names two execs to head $1 trillion equity division

Dual appointment feeds into talk that the investment firm is moving away from its star manager approach.

By John Waggoner
ALTERNATIVES MAR 06, 2018
Blackstone sees half of assets coming from individual investors

Private equity firm's funding from retail will rise from current 15%-20%, exec says.

By Bloomberg
RETIREMENT PLANNING MAR 06, 2018
Vanguard extends TDF dominance with 'unbelievable' growth

Its target-date assets have grown by $270 billion since 2015

By Greg Iacurci
EQUITIES MAR 06, 2018
Trump true believers are going wild over stocks

Financial advisers in conservative areas say the president's backers are putting more money into equities.

By Bloomberg
MUTUAL FUNDS MAR 05, 2018
Morningstar embraces artificial intelligence for fund ratings

Humans and machines will work together to rate more than 10,000 funds and ETFs.

By John Waggoner
OPINION MAR 05, 2018
These 3 things may be keeping your clients up at night

And that's where a financial adviser truly shines — here's how to help them

By Philip E. Caminiti
ALTERNATIVES MAR 05, 2018
Why isn't gold soaring?

Inflation fears and the declining dollar haven't pushed gold much higher — yet

By John Waggoner
MUTUAL FUNDS MAR 03, 2018
International ETFs ready for takeoff

Global investing is hot, but here's what advisers need to know about a new wave of exchange-traded funds coming their way.

By John Waggoner
ALTERNATIVES MAR 02, 2018
Is the REIT sell-off over?

Real estate investment trusts have gotten clobbered amid concerns about rising rates.

By John Waggoner
RETIREMENT PLANNING MAR 02, 2018
Pension risk transfers swelled nearly 70% in 2017

Employers have increasingly offloaded their pension liabilities to insurance companies as pensions have become costly to keep on the books.

By Greg Iacurci
RETIREMENT PLANNING MAR 01, 2018
Startup offers annuities online on a subscription plan

Blueprint Income's founders aim to save America from retirement insecurity.

By Bloomberg
RETIREMENT PLANNING MAR 01, 2018
Massachusetts finds MetLife 'missing' pensioners, Galvin says

Two months after the insurer provided the names of those owed pension payments, the state has located the majority of them.

By InvestmentNews
ETFS FEB 28, 2018
Smart-beta ETFs are hot for teachers

Well-known academics are signing up to advise asset managers on factors for smart-beta funds.

By Bloomberg
MUTUAL FUNDS FEB 28, 2018
Fidelity unlikely to scrap star system

But adding a team approach reduces fund volatility — and possibly harassment claims.

By John Waggoner
MUTUAL FUNDS FEB 28, 2018
Ameriprise hit with enforcement action over expensive share classes

SEC has made a crackdown on high-fee funds a top priority, including a program for self-reporting failures.

By Mark Schoeff Jr.
MUTUAL FUNDS FEB 27, 2018
Lipper awards: Vanguard the new victor

T. Rowe Price and American Funds clobber in target-date-fund categories.

By Jeff Benjamin
MUTUAL FUNDS FEB 27, 2018
Passive becomes the new active

With millions of indexes out there, a passive fund manager's choice of an index is an active decision.

By Bloomberg
PRACTICE MANAGEMENT FEB 27, 2018
Full list of 2018 Lipper Fund Awards winners

An interactive list of all the funds honored, across all years of return and by category.

By Ellie Zhu
EQUITIES FEB 26, 2018
Stocks could drop 25% if 10-year yield hits 4.5%, Goldman says

But on the bright side, the economy would probably muddle through

By Bloomberg