Investing

Displaying 16874 results
MUTUAL FUNDS JAN 18, 2017
No-fee trading platforms can save money in other ways

Bid/ask spreads fall as volume rises.

By John Waggoner
RETIREMENT PLANNING JAN 18, 2017
DOL proposes allowing some insurance intermediaries to use a BICE under fiduciary rule

If granted, the change would make it easier for some indexed annuity distributors to sell commission products under the Labor Department regulation.

By Greg Iacurci
Morningstar announces top fund managers
MUTUAL FUNDS JAN 17, 2017
Morningstar announces top fund managers

Oakmark's David Herro takes his third award in the international stock fund category

By John Waggoner
LIFE INSURANCE AND ANNUITIES JAN 15, 2017
Is cyber insurance worth the cost?

Many advisers think E&O is enough, but these policies target the wayward web.

By Liz Skinner
LIFE INSURANCE AND ANNUITIES JAN 13, 2017
Time to talk with clients about life insurance policy costs

Communicating the right way can help solve under-performance problems caused by both performance downgrades and cost increases.

By Barry Flagg
PRACTICE MANAGEMENT JAN 13, 2017
American Funds gets SEC approval for clean shares

By John Waggoner
MUTUAL FUNDS JAN 12, 2017
Will Trump's tweets continue to move markets - and is that a good thing?

Past administrations have had an impact on stock prices, but no one has shown a proclivity for targeting certain industries like the president-elect

By John Waggoner
ALTERNATIVES JAN 12, 2017
Hedge funds take the 'short' out of long-short strategy

Many hedge funds have decided to toss the short side of their strategy and stick with the long side to avoid getting singed in a hot market.

By Bloomberg
ALTERNATIVES JAN 11, 2017
Changing direction, FS Investments launching a nontraded REIT

The company, formerly known as Franklin Square, filed a registration with the SEC Monday for a $2.5 billion commercial mortgage nontraded real estate investment trust.

By Bruce Kelly
Fred Alger Management scoops up Boston-based asset manager
EQUITIES JAN 11, 2017
Fred Alger Management scoops up Boston-based asset manager

Boutique shop Weatherbie Capital will manage a couple of Alger's mutual funds.

By Jeff Benjamin
MUTUAL FUNDS JAN 11, 2017
Smart-beta strategies hot with stocks, not with bonds

Liquidity and indexing issues figure into the small number of fixed-income funds in this space.

By John Waggoner
Ex-CFO at REIT formerly controlled by Nicholas Schorsch pleads not guilty to securities fraud, other charges
ALTERNATIVES JAN 11, 2017
Ex-CFO at REIT formerly controlled by Nicholas Schorsch pleads not guilty to securities fraud, other charges

Arraigned in federal court Wednesday, Brian S. Block's trial date is set for May 15.

By Bruce Kelly
Nicholas Schorsch could be in government's cross-hairs
ALTERNATIVES JAN 11, 2017
Nicholas Schorsch could be in government's cross-hairs

Securities attorneys say prosecutors may try to 'flip' indicted CFO Brian S. Block to get to former REIT czar. <b><i>(More: <a href=&quot;http://www.investmentnews.com/article/20150921/FEATURE/150919894/how-nick-schorsch-lost-his-mojo&quot;_blank&quot;>How Nick Schorsch lost his mojo</a>)</i></b>

By Bruce Kelly
Dow sails past 20,000
EQUITIES JAN 10, 2017
Dow sails past 20,000

The stock index hit 20,000 for the first time Wednesday morning as corporate earnings and signs that President Donald Trump will push through pro-growth policies reignited the equities rally that stalled a month ago.

By Bloomberg
Dow at 20,000 — is it time to double down or pull out?
EQUITIES JAN 10, 2017
Dow at 20,000 — is it time to double down or pull out?

Strategists and money managers warn about chasing performance, citing concerns from stretched valuations to uncertainty over Donald Trump's policies.

By bhordt
Will baby boomers be savior of bond market?
FIXED INCOME JAN 10, 2017
Will baby boomers be savior of bond market?

As they reach retirement age and become more risk averse, boomers will fuel demand for fixed-income securities.

By Bloomberg
Here's why your clients probably didn't beat the S&P 500 in 2016
MUTUAL FUNDS JAN 09, 2017
Here's why your clients probably didn't beat the S&P 500 in 2016

Expenses, overseas funds, bonds all bogged down performance. But what is the takeaway for investing in 2017?

By John Waggoner
Health savings accounts front and center amid Obamacare repeal efforts
RETIREMENT PLANNING JAN 08, 2017
Health savings accounts front and center amid Obamacare repeal efforts

With most versions of the plans aimed at replacing Obamacare including higher deductibles and out-of-pocket expenses, HSAs could represent a tradeoff in terms of costs.

By Jeff Benjamin
Even top notch firms feel sting from fickle investors
EQUITIES JAN 06, 2017
Even top notch firms feel sting from fickle investors

Funds that have historically outperformed the market still suffer outflows when they stumble &amp;mdash; even a little bit.

By Bloomberg
Vanguard's market share keeps growing
MUTUAL FUNDS JAN 06, 2017
Vanguard's market share keeps growing

Only Vanguard and Dimensional Fund Advisors saw net inflows in November.

By John Waggoner