Investing

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U.S. stock futures tumble with global markets on surprise Brexit results
EQUITIES JUN 22, 2016
U.S. stock futures tumble with global markets on surprise Brexit results

U.K. vote to leave the European Union after more than four decades of membership sends U.S. stock futures tumbling.

By Bloomberg
EMERGING MARKETS JUN 22, 2016
The high risks facing a low-yield world

Plus: How well do you know your non-traditional bond fund, debunking dividend myths, and looking like a million bucks for less

By Jeff Benjamin
Indexed annuity distributors weigh launching B-Ds due to DOL fiduciary rule
RETIREMENT PLANNING JUN 21, 2016
Indexed annuity distributors weigh launching B-Ds due to DOL fiduciary rule

The move would allow insurers to sidestep additional risk in distributing through independent agents.

By Greg Iacurci
LIFE INSURANCE AND ANNUITIES JUN 21, 2016
Millennials and life insurance — not their parents' policies

New offerings for the younger market have made the life insurance industry ripe for disruption.

By Bloomberg
INDEPENDENT BROKER DEALERS JUN 21, 2016
Royal Alliance lawyers capitalize on Finra's broken BrokerCheck

Plus: Soros fights Brexit with scare tactics, what the Queen thinks about the Brexit vote, the smart-beta evolution, and alternative retirement lifestyles

By Jeff Benjamin
Is Wall Street creating too many products?
MUTUAL FUNDS JUN 21, 2016
Is Wall Street creating too many products?

As of May, the exchange-traded fund industry has created 4,602 ETFs with 9,764 listings and assets of $2.996 billion from 247 providers on 63 exchanges.

By Barry Ritholtz
Layoffs hit Pimco, GMO as assets shrink amid flight from active management
EQUITIES JUN 21, 2016
Layoffs hit Pimco, GMO as assets shrink amid flight from active management

The departures include top managers and the closure of some funds.

By John Waggoner
EQUITIES JUN 20, 2016
Morningstar brings smart beta into the active-passive debate

<i>Breakfast with Benjamin</i> Morningstar reshuffles the deck in the active-passive debate, expanding the framework to fold in strategic beta.

By Jeff Benjamin
All eyes on alternative funds at Morningstar Investment Conference
MUTUAL FUNDS JUN 17, 2016
All eyes on alternative funds at Morningstar Investment Conference

Everyone from BlackRock to Vanguard in the alt space

By John Waggoner
EQUITIES JUN 16, 2016
Collective investment trusts rise in popularity as attractive alternatives to mutual funds

Fiduciaries need to be well versed in these low-cost investment vehicles and how to assess them.

By Blaine F. Aikin
EQUITIES JUN 16, 2016
Pimco issues urgent warning about state of commercial real estate market

Plus: Why Wall Street is avoiding pot investments, where to invest $10k today, and become financially better off by not doing this

By Jeff Benjamin
Fear of stock market collapse dictating ETF flows
EQUITIES JUN 16, 2016
Fear of stock market collapse dictating ETF flows

The Fed has been the biggest variable in driving ETF flows. But for now investors are looking to stock-proof, not Fed-proof, their portfolios.

By Bloomberg
BlackRock rolls out Chinese A shares ETF
MUTUAL FUNDS JUN 16, 2016
BlackRock rolls out Chinese A shares ETF

The move comes just a day after MSCI decided not to add China's domestic equities to benchmark indexes.

By Bloomberg
EQUITIES JUN 16, 2016
Wall Street figuring out how to hedge against a Donald Trump presidency

<i>Breakfast with Benjamin</i> Wall Street investors are working on how to position their portfolios for a potential Donald Trump presidency.

By Jeff Benjamin
DOL must keep dialogue open on fiduciary rule
LIFE INSURANCE AND ANNUITIES JUN 16, 2016
DOL must keep dialogue open on fiduciary rule

Sudden withdrawal of DOL's Timothy Hauser from a panel at the Insured Retirement Institute conference was a blunder.

By Andrew Leigh
Two more industry groups file lawsuits against the DOL fiduciary rule
LIFE INSURANCE AND ANNUITIES JUN 16, 2016
Two more industry groups file lawsuits against the DOL fiduciary rule

Today's complaints against the Labor Department regulation raising retirement advice standards, bringing the total to five, say it will make it harder for Americans to purchase fixed annuities.

By Tanvi Acharya
Take 5: Vanguard's Jack Bogle says mutual fund industry needs to change
MUTUAL FUNDS JUN 16, 2016
Take 5: Vanguard's Jack Bogle says mutual fund industry needs to change

Five candid responses on ETFs, smart beta, the Labor Department's fiduciary rule and reading up on muckrakers of old.

By John Waggoner
EQUITIES JUN 16, 2016
How a Brexit will hit U.S. stocks

Plus: The Fed moves bonds, the downside of diversification, and don't rule out a staycation this summer

By Jeff Benjamin
FIXED INCOME JUN 15, 2016
Allianz's El-Erian says the Fed is putting the U.S. economy at risk

<i>Breakfast with Benjamin</i> The critics of the Fed's monetary policy are getting louder. Meanwhile, the Fed continues to march to the beat of its own drummer.

By Jeff Benjamin
Leuthold Group: Long-term stock indicator wildly bullish
EQUITIES JUN 15, 2016
Leuthold Group: Long-term stock indicator wildly bullish

Indicator last flashed a buy signal in May 2009.

By John Waggoner