Investing

Displaying 16874 results
EQUITIES APR 25, 2017
Stocks and bonds sending out divergent outlooks on economy

Equities are bullish on economic growth, while bonds take a more pessimistic view.

By Bloomberg
MUTUAL FUNDS APR 25, 2017
Dimensional Fund Advisors' David Booth on competition, the DOL fiduciary rule and his company's future

The executive chairman discusses how the firm plans to maintain its bond with its legion of astonishingly loyal investment advisers.

By John Waggoner
ETFS APR 25, 2017
Vanguard, iShares dominate ETFs in April

The 20 funds with the largest inflow come from two firms.

By John Waggoner
RETIREMENT PLANNING APR 24, 2017
Nuveen adds direct real estate to target-date funds

Company is leveraging the expertise of TIAA-CREF to reduce portfolio volatility.

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES APR 24, 2017
Some broker-dealers changing indexed-annuity compensation due to DOL fiduciary rule

Some firms that currently allow advisers to report indexed-annuity sales as outside business are considering bringing it in-house to better monitor their brokers, control risk and potentially take a cut.

By Greg Iacurci
ALTERNATIVES APR 21, 2017
Getting mom and pop investors into private equity proves to be an elusive goal

The growing use of target-date funds may offer private equity firms a way to offer such investments to 401(k) investors.

By Bloomberg
FIXED INCOME APR 20, 2017
Bond funds soar as stocks slump and hopes for economy start to dim

The high expectations for economic growth in the wake of the presidential election may have been overblown.

By John Waggoner
PRACTICE MANAGEMENT APR 19, 2017
Income with Impact: The Investment Case for Green Bonds

By William Sokol, Product Manager, VanEck Vectors ETFs
EMERGING MARKETS APR 18, 2017
Franklin Templeton's Mark Mobius on state of globalism, China rising and best of emerging markets

By John Waggoner
RETIREMENT PLANNING APR 18, 2017
New mutual funds under DOL fiduciary rule could save investors at least 0.50% in returns: Morningstar

T shares and clean shares increase transparency and reduce entrenched conflicts of interest, offering a cost benefit to investors, the fund researcher finds.

By Greg Iacurci
RETIREMENT PLANNING APR 17, 2017
Fees, lawsuits top concerns for defined contribution executives

Fees and costs remained at or near the top of respondents' answers in a new survey by Pacific Investment Management Co., no matter how the questions were phrased.

By Robert Steyer
MUTUAL FUNDS APR 17, 2017
For Vanguard, a tsunami of money means more employees and lower fees

In January and February alone, mutual fund giant took in nine out of every $10 invested in a U.S. mutual fund or ETF.

By InvestmentNews
LIFE INSURANCE AND ANNUITIES APR 14, 2017
Finra arbitration panel awards Wilbanks Securities investor $1 million for misleading sales pitch on variable annuity

By Mark Schoeff Jr.
LIFE INSURANCE AND ANNUITIES APR 12, 2017
State insurance commissioners consider strengthening annuity sales rules

DOL fiduciary rule inspires questions about whether annuity transactions' current suitability standard is sufficient.

By Mark Schoeff Jr.
Brinker Capital rolls out DOL fiduciary rule-friendly funds
MUTUAL FUNDS APR 12, 2017
Brinker Capital rolls out DOL fiduciary rule-friendly funds

By Jeff Benjamin
EQUITIES APR 12, 2017
Active fund managers underperform once again: S&P

And their results don't get any better over the long term.

By John Waggoner
EQUITIES APR 12, 2017
Investors pour into bond funds in March

But junk funds get trashed.

By John Waggoner
RETIREMENT PLANNING APR 11, 2017
Retirement plan advisers should bone up on lifetime income

Expect rapid product innovation and growing demand in this area, along with considerable business opportunity

By Blaine F. Aikin
ALTERNATIVES APR 10, 2017
Listed funds offer access to private equity with liquidity

Still risky, but less expensive and more liquid than partnerships.

By John Waggoner
ALTERNATIVES APR 07, 2017
Gold shines in an uncertain bull market

A bit of gold helps on days when unpredictability abounds.

By John Waggoner