Investing

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RETIREMENT PLANNING MAR 08, 2017
Study finds most retirees want guaranteed lifetime income

Consumers want products that offer peace of mind and make it easier to manage a budget in retirement.

By Mary Beth Franklin
RETIREMENT PLANNING MAR 07, 2017
Advisers embrace elimination of Obamacare taxes, question GOP replacement plan

The House Republican approach kills investment-income levies, but the breadth of coverage could shrink.

By Mark Schoeff Jr.
MUTUAL FUNDS MAR 06, 2017
Judge orders advisory firm to give up Ariel name

Ariel Investments wins trademark suit against small Florida RIA with same name.

By Liz Skinner
MUTUAL FUNDS MAR 03, 2017
Bill Gross' Pimco successor, Dan Ivascyn, is on a hot streak

The Pimco Income Fund returned 10.6% in the past 12 months alone and investor money is now pouring in at a pace unseen by any other actively managed stock or bond fund

By Bloomberg
EQUITIES MAR 03, 2017
Post-election confidence leads to gains for domestic stock funds

SPDR S&P 500 sees biggest inflow since 2014.

By John Waggoner
FIXED INCOME MAR 02, 2017
A caution light for high-yield bonds

By John Waggoner
RETIREMENT PLANNING MAR 02, 2017
Taking value into account could improve target-date results: study

By John Waggoner
MUTUAL FUNDS MAR 01, 2017
TD Ameritrade jumps into pricing battle with Fidelity and Schwab

TD is cutting online brokerage commissions to $6.95 from $9.99.

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAR 01, 2017
The Hartford wins excessive-fee lawsuit

The lawsuit is similar to ones filed against other insurance companies in recent years, which challenge the fee levels received by the firm versus a fund's subadvisers.

By Greg Iacurci
ALTERNATIVES FEB 28, 2017
Putting alternatives into tax-exempt vehicles

Increase net income without adding risk by placing these typically tax-inefficient assets in retirement accounts.

By Jeff Kelley
Strict timeline governs health savings accounts and Medicare
RETIREMENT PLANNING FEB 28, 2017
Strict timeline governs health savings accounts and Medicare

Beware of a six-month look-back period and tax penalties.

By Mary Beth Franklin
EQUITIES FEB 27, 2017
Markets looking for policy details in Trump's speech

Some say it is critical for president to start outlining specifics on his pro-growth agenda to keep the rally going ​ 

By Bloomberg
ALTERNATIVES FEB 27, 2017
Financial advisers bristle at SEC's pitch to redefine 'accredited investor'

Most think the net-worth limits should be raised, not lowered, when it comes to private and exotic products.

By Jeff Benjamin
FIXED INCOME FEB 24, 2017
What Fed rate hikes mean for retirees

As rates slowly move higher, the safest and shortest-term investments, such as certificates of deposit and money market funds, will start to pay higher yields. Finally.

By Jeff Benjamin
MUTUAL FUNDS FEB 24, 2017
Vanguard cuts expense ratios — again

The firm cut fees on 68 mutual fund and ETF shares, marking the third time in three months that it has cut fees

By John Waggoner
MUTUAL FUNDS FEB 23, 2017
Advisers OK with David Booth stepping down as co-CEO of Dimensional Fund Advisors

Joe Duran says move is "an important transition," comparing founder David Booth to other icons in the financial services industry such as Vanguard's John Bogle.

By John Waggoner
ALTERNATIVES FEB 22, 2017
Gotham latest to look at linking more hedge fund pay to performance

Gotham Neutral Strategies hedge fund would charge the greater of a 1% management fee or 30% of returns that exceed the fund's benchmark.

By Bloomberg
MUTUAL FUNDS FEB 16, 2017
Investors to U.S. stock funds: Drop dead

Despite January rally, just $20 million went to U.S. stock funds

By John Waggoner
MUTUAL FUNDS FEB 16, 2017
At Vanguard, customer complaints rise along with assets

Company plans to hire 1,700 new employees this year to address the problem

By John Waggoner
ALTERNATIVES FEB 16, 2017
Shareholders approve merger of two Schorsch REITs

Analyst calls it a "massacre" for some investors

By Bruce Kelly