Investing

Displaying 15941 results
How to handle return-hungry clients' portfolios during upticks in volatility
INVESTING EQUITIES FEB 24, 2016
How to handle return-hungry clients' portfolios during upticks in volatility

Help keep clients invested for the long term, allaying real fears that their money — and dreams — may disappear.

By Thomas Hoops
Why Vanguard is about to engulf the financial planning industry
ADVISOR NEWS FINTECH FEB 24, 2016
Why Vanguard is about to engulf the financial planning industry

Steps advisers can take to avoid getting hurt by the fund giant's rise in the planning space.

By Joe Duran
INVESTING MUTUAL FUNDS FEB 23, 2016
Top fund managers can't catch a break

Some very well-known mutual fund managers are having years that they probably would rather forget.

By John Waggoner
Advisers shy away from LTC insurance dialogue: Study
ADVISOR NEWS RETIREMENT PLANNING FEB 22, 2016
Advisers shy away from LTC insurance dialogue: Study

Low comfort level with LTC products makes advisers recoil, but some think that's a weak argument.

By Greg Iacurci
INVESTING LIFE INSURANCE AND ANNUITIES FEB 21, 2016
Nationwide, AIG see huge gains in fixed indexed annuity sales; Allianz and Security Benefit flounder

Nationwide's sales jumped 460% in 2015 as a new product and distribution partnership has begun to bear fruit.

By Greg Iacurci
MassMutual enters long-term distribution deal for MetLife fixed indexed annuities
INVESTING LIFE INSURANCE AND ANNUITIES FEB 21, 2016
MassMutual enters long-term distribution deal for MetLife fixed indexed annuities

The deal is part of a broader deal announced Feb. 29 between the two insurers, which includes the purchase of MetLife's Premier Client Group.

By Greg Iacurci
Money manager's mea culpa cost him nearly $1 million
INVESTING MUTUAL FUNDS FEB 21, 2016
Money manager's mea culpa cost him nearly $1 million

Francis Chou returns fees to money-losing Opportunity Fund

By Bloomberg
BlackRock: Bond investors are underestimating Fed
INVESTING EQUITIES FEB 21, 2016
BlackRock: Bond investors are underestimating Fed

The world's biggest money manager is warning bond investors they're not prepared for the Federal Reserve to raise interest rates.

By Bloomberg
INVESTING EQUITIES FEB 21, 2016
Distinguishing tax efficiency from after-tax returns

<i>Breakfast with Benjamin</i> When it comes to mutual funds, it's important to understand the difference between tax efficiency and after-tax returns.

By Jeff Benjamin
Fixed indexed annuities continue their surge with record sales year
INVESTING LIFE INSURANCE AND ANNUITIES FEB 21, 2016
Fixed indexed annuities continue their surge with record sales year

Market volatility, a larger market of sellers and a boost among previously uninterested distribution channels has contributed to the growth.

By Greg Iacurci
INVESTING MUTUAL FUNDS FEB 19, 2016
How the U.S. government inadvertently launched the ETF industry

But for all their charm, ETFs are an increasing concern to regulators

By Bloomberg
Why 2016 could be the year of multifactor ETFs
INVESTING ETFS FEB 19, 2016
Why 2016 could be the year of multifactor ETFs

Advisers should assess multifactor ETF options with the due diligence they would apply to an active mutual fund manager.

By Jay Jacobs
Voya lowers caps, participation rates on indexed universal life policies
INVESTING LIFE INSURANCE AND ANNUITIES FEB 19, 2016
Voya lowers caps, participation rates on indexed universal life policies

Voya is reacting to rising market volatility, and policyholders could see less contract returns as a result.

By Greg Iacurci
Aequitas Capital alts platform implodes, while investors and advisers are kept in the dark
INVESTING ALTERNATIVES FEB 18, 2016
Aequitas Capital alts platform implodes, while investors and advisers are kept in the dark

<i>Breakfast with Benjamin</i> The collapse of alternative investments platform Aequitas Capital Management continues to unfold, while investors and advisers are kept in the dark.

By Jeff Benjamin
INVESTING FIXED INCOME FEB 18, 2016
Junk-bond liquidity is nearing a tipping point

<i>Breakfast with Benjamin</i> In case you've forgotten, the junk-bond market is still in shambles.

By Jeff Benjamin
Dislocations give alt funds a chance to shine
INVESTING EQUITIES FEB 18, 2016
Dislocations give alt funds a chance to shine

Dislocation among sectors, industries and securities, creates the perfect environment for alternative strategies.

By Jeff Benjamin
INVESTING ALTERNATIVES FEB 18, 2016
Tumultuous stock market puts spotlight on liquid alternative mutual funds

How are these funds performing? At first blush, not that badly

By John Waggoner
Putting ETF liquidity concerns in perspective
INVESTING EQUITIES FEB 18, 2016
Putting ETF liquidity concerns in perspective

<i>Breakfast with Benjamin</i> The lessons that were learned from the August 24th flash crash.

By Jeff Benjamin
Texas REIT provides new details on charges that it is the victim of short sellers
INVESTING ALTERNATIVES FEB 18, 2016
Texas REIT provides new details on charges that it is the victim of short sellers

In SEC filing, Texas REIT United Development Funding IV claims a smear campaign has been mounted to drive down the price of its stock.

By Bruce Kelly
The largest variable annuity providers
INVESTING LIFE INSURANCE AND ANNUITIES FEB 17, 2016
The largest variable annuity providers

By Mark Bruno