Investing

Displaying 16873 results
Bond market sell-off resembles sequel of 'taper tantrum': JPMorgan Chase
EQUITIES SEP 14, 2016
Bond market sell-off resembles sequel of 'taper tantrum': JPMorgan Chase

Yields on sovereign debt have jumped in recent days thanks in part to concerns over central banks' next moves.

By Bloomberg
Financial advisers navigate Federal Reserve comments and Hillary Clinton's health
EQUITIES SEP 14, 2016
Financial advisers navigate Federal Reserve comments and Hillary Clinton's health

Seasonal market volatility is on the horizon thanks to the Fed and a new mystery surrounding Ms. Clinton's fainting spell after a 9/11 ceremony.

By Jeff Benjamin
Markets, financial advisers get nervous as Donald Trump closes in on Hillary Clinton
EQUITIES SEP 14, 2016
Markets, financial advisers get nervous as Donald Trump closes in on Hillary Clinton

'The devil you know versus the devil you don't know'

By Jeff Benjamin
MUTUAL FUNDS SEP 13, 2016
Wave of new strategic beta ETFs make passive investing more complicated

But it's tough to know if the ETFs' investing rules produce superior returns.

By John Waggoner
The presidential election fear factor puts economy at risk
EQUITIES SEP 12, 2016
The presidential election fear factor puts economy at risk

A surprising six in 10 Americans say, regardless of who wins, the election is going to hurt.

By Jeff Benjamin
Empower evolving 401(k) defaults with TDF-managed account hybrid
RETIREMENT PLANNING SEP 12, 2016
Empower evolving 401(k) defaults with TDF-managed account hybrid

While some agree with the firm's logic underpinning the product, they question whether the product can overcome some of the traditional hurdles of managed accounts.

By Greg Iacurci
Government Accountability Office pushes DOL to update 401(k) annuity rules
RETIREMENT PLANNING SEP 12, 2016
Government Accountability Office pushes DOL to update 401(k) annuity rules

The Labor Department, however, offered a rebuke to the recommendations, saying they would erode consumer protections.

By Greg Iacurci
DoubleLine's Gundlach says investors should get defensive as rates may rise
EQUITIES SEP 12, 2016
DoubleLine's Gundlach says investors should get defensive as rates may rise

'This is a big, big moment,' according to DoubleLine Capital's chief investment officer. 'Interest rates have bottomed.'

By Bloomberg
Financial-sector ETFs bet on a possible interest-rate hike pays off
EQUITIES SEP 12, 2016
Financial-sector ETFs bet on a possible interest-rate hike pays off

Performance anticipation push financials to the head of the pack in August.

By Jeff Benjamin
FIXED INCOME SEP 09, 2016
Donald Trump tries to shame the Fed into raising rates

Plus: Fed members talking up a storm, the Hillary-health factor, and the illegal immigrant working at Goldman

By Jeff Benjamin
EQUITIES SEP 09, 2016
Time to start navigating that minefield of mutual fund capital gains

Plus: Investors can't get enough of muni bond ETFs, finding robust yields in fine wines, and a pampered perspective.

By Jeff Benjamin
Morningstar CEO Joe Mansueto to step down
MUTUAL FUNDS SEP 09, 2016
Morningstar CEO Joe Mansueto to step down

Kunal Kapoor, who currently serves as Morningstar's president, has been appointed the new CEO.

By John Waggoner
Too many people kept in the dark about life insurance costs
LIFE INSURANCE AND ANNUITIES SEP 09, 2016
Too many people kept in the dark about life insurance costs

Life insurance remains the last, largest, most-neglected asset on clients' balance sheets.

By Barry Flagg
MUTUAL FUNDS SEP 08, 2016
Schwab's Liz Ann Sonders: Old bull market doesn't mean dead bull market

But investors should expect volatility as election heats up.

By John Waggoner
MUTUAL FUNDS SEP 08, 2016
Fidelity rolls out factor-based ETFs

The funds merge active-management strategies with low cost, passive structure.

By John Waggoner
EQUITIES SEP 08, 2016
Morningstar to help advisers compare ETFs to mutual funds

Lumping ETFs and mutual funds into the same peer groups.

By Jeff Benjamin
RETIREMENT PLANNING SEP 08, 2016
Protect client assets from aggressive unclaimed property rules

Ignoring proxy letters could lead to lost assets.

By Mary Beth Franklin
Yellen says rate-hike case 'has strengthened in recent months'
EQUITIES SEP 08, 2016
Yellen says rate-hike case 'has strengthened in recent months'

The case to raise interest rates is getting stronger as the U.S. economy approaches the central bank's goals, Federal Reserve Chair Yellen said.

By Bloomberg
Nicholas Schorsch's AR Global to merge two REITs
ALTERNATIVES SEP 08, 2016
Nicholas Schorsch's AR Global to merge two REITs

The $247 million deal could be good for Mr. Schorsch and partners, but shareholders may not profit as much.

By Bruce Kelly
Schorsch's AR Global to sell BDC adviser to Benefit Street Partners
ALTERNATIVES SEP 08, 2016
Schorsch's AR Global to sell BDC adviser to Benefit Street Partners

While terms were not released, the price tag could be as much as $70 million, according to one industry executive.

By Bruce Kelly