Investing

Displaying 16874 results
MUTUAL FUNDS JAN 23, 2018
El-Erian warns advisers on ETF liquidity

If investors decide to exit exchange-traded funds en masse, things could get nasty, economist says.

By Bloomberg
RETIREMENT PLANNING JAN 23, 2018
New tool helps advisers estimate health care costs

Data analysis can illustrate how healthy behavior increases longevity and reduces retirement expenses.

By Mary Beth Franklin
EMERGING MARKETS JAN 23, 2018
Buy emerging markets for the growth, not the commodities

Tech, finance dominate MSCI index ETFs

By John Waggoner
ETFS JAN 22, 2018
TD Ameritrade launches all-night trading for ETFs

Twelve funds now can be traded after-hours, but the list will grow, company says.

By Bloomberg
MUTUAL FUNDS JAN 22, 2018
House panel backs bill to scrap floating prices for money funds

Committee vote is a victory for Federated Investors Inc. and pension funds

By Bloomberg
RETIREMENT PLANNING JAN 22, 2018
Fidelity charging new fee on Vanguard assets held in 401(k) plans

The 0.05% fee is ostensibly a response to Vanguard's distribution model, but may also make the company's funds less attractive due to higher cost.

By Greg Iacurci
RETIREMENT PLANNING JAN 22, 2018
Are you walking into a TDF trap?

Outdated assumptions about younger investors risk harming their returns.

By David M. Haviland
MUTUAL FUNDS JAN 19, 2018
Blockchain ETFs launch after bitcoin rout

The fund industry has a propensity to roll out products just as a market trend peaks.

By John Waggoner
LIFE INSURANCE AND ANNUITIES JAN 19, 2018
State fiduciary rules may be reckoning for life insurance industry

Unlike DOL fiduciary rule, New York's best-interest rule covers life insurance sales and could be a harbinger for other states

By Greg Iacurci
FIXED INCOME JAN 19, 2018
Bond investors have more to worry about than a government shutdown

Inflation worries, international rates pushing Treasuries yields higher.

By John Waggoner
RETIREMENT PLANNING JAN 17, 2018
Beware: Medicare surcharges can change throughout year based on latest tax return

This 'dispatch from the retirement front' explains that updated tax records can make higher Medicare premiums retroactive.

By Mary Beth Franklin
MUTUAL FUNDS JAN 17, 2018
Legislation would make it harder for investors to sue mutual funds over high fees

A plaintiff would have to state in their initial complaint why fiduciary duty was breached, and then prove the violation with 'clear and convincing evidence.'

By Mark Schoeff Jr.
MUTUAL FUNDS JAN 16, 2018
Bitcoin ETF fast track derailed by SEC liquidity, safety worries

ProShares and VanEck offerings are among those withdrawn at the agency's request.

By Bloomberg
MUTUAL FUNDS JAN 16, 2018
A blockchain ETF by any other name smells sweeter to the SEC

Two new funds asked to remove the term from their titles at last minute

By Bloomberg
FIXED INCOME JAN 12, 2018
Tax bill SALT reduction could raise demand for munis

Strategists say residents of high tax states may be eager to find ways to reduce what they owe government.

By Bloomberg
MUTUAL FUNDS JAN 12, 2018
Segall Bryant & Hamill acquires Denver Investments, creating $20B wealth manager

The deal brings together two fund families and financial advisory businesses.

By Jeff Benjamin
EQUITIES JAN 12, 2018
Energy funds rally sharply

But oil bump could be short-lived.

By John Waggoner
EQUITIES JAN 12, 2018
Are your clients ready for higher volatility?

Just as there is reversion to the mean in stock returns, there is reversion to the mean for stock volatility.

By John Waggoner
FIXED INCOME JAN 11, 2018
Bear market for bonds has arrived, Gross says

10-year Treasury rate's move above 2.5% confirms outlook for fixed income, legendary bond manager says.

By Bloomberg
EQUITIES JAN 10, 2018
Gundlach says S&P 500 will post negative return in 2018

Famed DoubleLine bond manager says commodities may be one of the best investments this year.

By Bloomberg