Investing

Displaying 15973 results
Capital Group parent names Armour chairman, replacing Rothenberg
INVESTING MUTUAL FUNDS JUL 16, 2015
Capital Group parent names Armour chairman, replacing Rothenberg

32-year veteran of the $1.25 billion money manager is a champion of active management.

By Bloomberg
With high-yield ETFs, costs can be hidden
INVESTING ETFS JUL 16, 2015
With high-yield ETFs, costs can be hidden

Investors who see ETFs as an easy and inexpensive way to tap into the high-yield market should look again.

By Gershon Distenfeld
ADVISOR NEWS INDEPENDENT BROKER DEALERS JUL 16, 2015
Edward Jones continues push into proprietary funds

Brokerage giant is expanding its lineup of proprietary mutual funds for its 12,000 brokers and financial advisers a year and a half after the firm launched its first fund.

By Bruce Kelly
Morningstar repeats 'not-ratable' status for Gundlach's DoubleLIne Total Return Bond Fund but can't ignore its success
INVESTING MUTUAL FUNDS JUL 15, 2015
Morningstar repeats 'not-ratable' status for Gundlach's DoubleLIne Total Return Bond Fund but can't ignore its success

Even though Morningstar, for the second year in a row, has released its analysis dubbing the DoubleLine Total ReturnBond Fund not-ratable, analyst Sarah Bush is unable to get around pointing out that it's pretty good.

By Jeff Benjamin
You know investors are getting nervous when oil becomes a safe-haven play
INVESTING ALTERNATIVES JUL 15, 2015
You know investors are getting nervous when oil becomes a safe-haven play

<i>Breakfast with Benjamin</i>: Oil stocks are starting to attract investors seeking safety, and that should be cause for concern.

By Jeff Benjamin
INVESTING ALTERNATIVES JUL 14, 2015
Aberdeen to buy $11.5 billion liquid alts firm Arden Asset Management

Hedge fund-of-funds firm started its first liquid alternatives fund in 2012.

By Bloomberg
9 things companies do during earnings season that investors hate
ADVISOR NEWS RETIREMENT PLANNING JUL 14, 2015
9 things companies do during earnings season that investors hate

<i>Breakfast with Benjamin</i>: Some things companies do during earnings season that can really rub investors the wrong way.

By Jeff Benjamin
3 things to consider before pursuing a strategic asset allocation
INVESTING EQUITIES JUL 14, 2015
3 things to consider before pursuing a strategic asset allocation

Common assumptions that come with investment strategies don't always reflect reality.

By Peter Hecht
Why are more advisers seeking managed ETF portfolios?
INVESTING ETFS JUL 14, 2015
Why are more advisers seeking managed ETF portfolios?

Advisers using managed ETF portfolios to take advantage of inherent ETF efficiencies, manage risk in a way that has never been done before.

By Jeff Montgomery
BlackRock warns of stock-bond correlation, suggests illiquid real estate
INVESTING EQUITIES JUL 14, 2015
BlackRock warns of stock-bond correlation, suggests illiquid real estate

Chief investment strategist says liquid investments are being challenged to offer competitive returns.

By Trevor Hunnicutt
Fed Chairwoman Janet Yellen still expecting to raise rates this year
INVESTING FIXED INCOME JUL 14, 2015
Fed Chairwoman Janet Yellen still expecting to raise rates this year

Central banker repeats pledge that pace of subsequent increases will be gradual.

By Bloomberg
China's stock market meltdown is looking like a buying opportunity
INVESTING EQUITIES JUL 14, 2015
China's stock market meltdown is looking like a buying opportunity

Strategists recommend a slow and steady move into the world's second-largest equity market.

By Jeff Benjamin
INVESTING EQUITIES JUL 14, 2015
Goldman's Cohn: Dream on if you think the Fed is hiking rates in September

<i>Breakfast with Benjamin</i>: Gary D. Cohn, president and COO of Goldman Sachs, believes the economy and markets are in no shape for higher rates.

By Jeff Benjamin
INVESTING ETFS JUL 14, 2015
Merrill Lynch adds social impact portfolios to platform

Client demand leads wirehouse to create multi-asset vehicles that reflect investors' values

By Liz Skinner
INVESTING ETFS JUL 13, 2015
Vanguard Group hires a smart beta expert from pioneer Research Affiliates

Index investing giant has challenged the marketing of smart beta funds. Now it's turning to someone whose research has helped those funds grow.

By Trevor Hunnicutt
Greece's latest problem is the IMF
INVESTING EQUITIES JUL 13, 2015
Greece's latest problem is the IMF

<i>Breakfast with Benjamin</i>: The IMF is throwing a wrench into the Greek bailout works, setting off a political earthquake in Europe.

By Jeff Benjamin
The toughest job in financial advice: Teaching economics to a presidential contender
RIAS RIA NEWS JUL 13, 2015
The toughest job in financial advice: Teaching economics to a presidential contender

<i>Breakfast with Benjamin</i>: Teaching economics to a presidential contender isn't easy. Unless the economic advisers agree with the preconceived views of the candidates, the relationship can be testy and useless.

By Jeff Benjamin
Advisers choosing hedge-style stock-pickers face 'beta' challenge
INVESTING EQUITIES JUL 13, 2015
Advisers choosing hedge-style stock-pickers face 'beta' challenge

Closet indexing, market timing are among the risks in long-short equity: analysts.

By Trevor Hunnicutt
Active or passive? It depends where you work
INVESTING ETFS JUL 13, 2015
Active or passive? It depends where you work

Over the past two years, confidence in passive investing has grown mainly among RIAs while other advisers primarily remain active.

By Ellie Zhu
Jeffrey Gundlach is riding out the Greek storm in Treasuries
ADVISOR NEWS RETIREMENT PLANNING JUL 13, 2015
Jeffrey Gundlach is riding out the Greek storm in Treasuries

<i>Breakfast with Benjamin</i>: Jeffrey Gundlach has been bracing for trouble in Greece and Puerto Rico by loading up on Treasuries and Ginnie Maes.

By Jeff Benjamin