Investing

Displaying 16874 results
EQUITIES JAN 10, 2018
Stock fervor abounds as equities continue to rally

Investors are 'having a hard time imagining a decline,' analysts say.

By Bloomberg
EQUITIES JAN 10, 2018
Buffett says tax law makes owning stocks more attractive

Berkshire Hathaway CEO predicts a 'bad ending' for cryptocurrencies and says stocks don't look overvalued compared to interest rates

By Bloomberg
LIFE INSURANCE AND ANNUITIES JAN 10, 2018
Technology is streamlining the process of issuing life insurance policies

A digital transformation is taking root in the industry, and it's benefiting clients and advisers alike.

By Greg Iacurci
ETFS JAN 09, 2018
Take Five: Matt Hougan, Inside ETFs CEO predicts another record year for inflows

Advisers are driving demand because they are under pressure from their clients to reduce fees.

By John Waggoner
EMERGING MARKETS JAN 08, 2018
At 81, emerging markets pioneer Mark Mobius is retiring

Mobius headed one of the first emerging-market equity funds available to U.S. customers.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JAN 08, 2018
Morgan Stanley and adviser win lawsuit over annuity distribution

The judge said the adviser erred in recommending a lump-sum distribution, but barred plaintiffs from recovery because they were also negligent.

By Greg Iacurci
RETIREMENT PLANNING JAN 08, 2018
Growth of HSAs opens new market for financial advisers

Health savings accounts are an investment planning opportunity, given most of their $45 billion sits in cash.

By Jeff Benjamin
EQUITIES JAN 06, 2018
2018 outlook in equity investing is mostly bright

Several sectors gain investing thumbs up from five stock market experts.

By John Waggoner
FIXED INCOME JAN 06, 2018
2018 outlook in bond investing calls for change

Five fixed income experts prophesize about a year of increasing rates.

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES JAN 05, 2018
Trump's social-media saber rattling spawns fresh look at 'apocalypse insurance'

Advisers agree that not all apocalypses are created equal.

By Jeff Benjamin
RETIREMENT PLANNING JAN 05, 2018
January surprise of vanishing Social Security COLA

Blame smaller-than-expected benefits on higher Medicare premiums.

By Mary Beth Franklin
MUTUAL FUNDS JAN 04, 2018
Dividend hikes in the air

Analysts predict increases for dividend funds and ETFs.

By John Waggoner
FIXED INCOME JAN 04, 2018
Morgan Stanley slashes junk bond allocation

The $2 trillion firm sees recession risks rising and tax-cuts boost as short-lived.

By Bloomberg
ETFS JAN 03, 2018
ETF assets boom in 2017

BlackRock and Schwab saw big inflows, and more growth throughout the industry is expected in 2018.

By John Waggoner
EQUITIES JAN 03, 2018
How much can buybacks rise on the tax cuts?

Share repurchases could surge to $875 billion as U.S. companies repatriate cash held overseas.

By Bloomberg
OPINION JAN 02, 2018
Alt investments on the rise among RIAs

Advisers considering independence have new, high-tech options

By Matt Sonnen
MUTUAL FUNDS DEC 29, 2017
Don't overlook funds that lagged S&P 500 in 2017

Well-known funds were tops in their categories, but unloved on Wall Street.

By John Waggoner
Tax bill may change your clients' health-care costs
RETIREMENT PLANNING DEC 29, 2017
Tax bill may change your clients' health-care costs

Pay attention to new rules for the "individual mandate" requirement and the medical expense deduction floor.

By Katy Votava
MUTUAL FUNDS DEC 28, 2017
RIAs hedge market risk with actively managed funds

Advisers worry that, as the bull market gets long in the tooth, passive funds may falter.

By Jeff Benjamin
EQUITIES DEC 28, 2017
Time to remind clients why they won't beat the Dow this year

Less risky, balanced portfolios will underperform market indexes, even though they are in clients' best interests.

By John Waggoner