Investing

Displaying 15973 results
GMO's Grantham: Stocks near bubble, but there's nothing to pop it
INVESTING EQUITIES JUL 13, 2015
GMO's Grantham: Stocks near bubble, but there's nothing to pop it

Money manager says the market still has room to run, but admits allocating assets in today's environment is not easy.

By Gregory Crawford
INVESTING EMERGING MARKETS JUL 13, 2015
Stocks in Europe, Asia might be just getting started

As everyone knows, asset prices generally love quantitative easing, and Europe and Japan both have engaged in massive asset purchases.

By Scott Colyer
Real estate crowdfunding trend presents new challenges, opportunities for financial advisers
RIAS RIA NEWS JUL 12, 2015
Real estate crowdfunding trend presents new challenges, opportunities for financial advisers

The proliferation of digital platforms puts added emphasis on due diligence.

By Jeff Benjamin
Banks and speed traders faulted for huge Oct. 15 Treasury price swing
INVESTING FIXED INCOME JUL 12, 2015
Banks and speed traders faulted for huge Oct. 15 Treasury price swing

Findings in a report by U.S. Treasury and other agencies could spark debate on Wall Street about whether a series of rules implemented under Dodd-Frank have reduced liquidity in the bond market.

By Bloomberg
INVESTING LIFE INSURANCE AND ANNUITIES JUL 12, 2015
Freeing variable annuities from information overload

Time to allow summary prospectuses for VAs

By MFXFeeder
INVESTING ALTERNATIVES JUL 12, 2015
Specialty REITs offer something for everyone

Niche firms focus on a single type of property

By Mason Braswell
REITs ranked by one-year total return
INVESTING ALTERNATIVES JUL 12, 2015
REITs ranked by one-year total return

All the numbers behind top-performing real estate investment trusts

By InvestmentNews Data
Financial advisers tell clients to shrug off the Greek vote
INVESTING EQUITIES JUL 10, 2015
Financial advisers tell clients to shrug off the Greek vote

Any market pullback is seen as a buying opportunity.

By Jeff Benjamin
Support grows for strengthening variable annuity disclosures
INVESTING LIFE INSURANCE AND ANNUITIES JUL 10, 2015
Support grows for strengthening variable annuity disclosures

A so-called summary prospectus would provide information about the risks, costs and benefits of the complicated products in a streamlined manner.

By Mark Schoeff Jr.
Betting against the Federal Reserve a risky game
INVESTING FIXED INCOME JUL 10, 2015
Betting against the Federal Reserve a risky game

Fixed income managers cut year-end estimates for Treasuries even as strong economic numbers raise chances of a rate hike this year.

By Bloomberg
INVESTING ALTERNATIVES JUL 09, 2015
Citi to pay $180 million for hedge fund sales linked to Smith Barney

Citigroup has agreed to pay $180 million to settle charges tied to two hedge funds the SEC said were improperly marketed and sold by private bankers and Smith Barney brokers.

By Mason Braswell
Fund unloads China stocks but finds value in shares listed in Hong Kong, New York
INVESTING EQUITIES JUL 09, 2015
Fund unloads China stocks but finds value in shares listed in Hong Kong, New York

Sydney-based money manager says average dual-listed company trades at half its price off the mainland.

By Bloomberg
Dan Fuss' Loomis Sayles Bond Fund underperfoms, hit by dollar's rise
INVESTING EQUITIES JUL 09, 2015
Dan Fuss' Loomis Sayles Bond Fund underperfoms, hit by dollar's rise

Investors stick with $22.6 billion fund as famed manager calls reason for negative returns temporary phenomenon.

By Trevor Hunnicutt
Despite strong performance, advisers keep the cork in wine investments
INVESTING ALTERNATIVES JUL 08, 2015
Despite strong performance, advisers keep the cork in wine investments

It's a diverse category not correlated to traditional asset classes, but high fees and lack of liquidity equate to too much risk.

By Jeff Benjamin
China does everything wrong in efforts to reverse stock market slide
INVESTING EMERGING MARKETS JUL 08, 2015
China does everything wrong in efforts to reverse stock market slide

<i>Breakfast with Benjamin</i>: China gets low marks for how it's trying to save its equity markets by preventing the sale of stocks.

By Jeff Benjamin
NYSE shutdown: Advisers calm jittery clients
INVESTING EQUITIES JUL 08, 2015
NYSE shutdown: Advisers calm jittery clients

As NYSE floor traders cooled their heels during the 3 1/2 hour halt, advisers worked the phones to reassure clients that stocks could be traded on other exchanges such as Nasdaq.

By Liz Skinner
ADVISOR NEWS RETIREMENT PLANNING JUL 08, 2015
Wells Fargo faces major test of broker liability for selling F-Squared

A 68-year-old widower claims wirehouse did insufficient due diligence on the troubled money manager.

By Trevor Hunnicutt
INVESTING ALTERNATIVES JUL 08, 2015
Vanguard, Goldman Sachs agree that advisers face tall order in picking alts fund managers

Diametrically opposed firms find common ground on importance of manager selection, differ on value of hedge funds.

By Trevor Hunnicutt
Can active managers beat dart-throwing monkeys?
INVESTING MUTUAL FUNDS JUL 07, 2015
Can active managers beat dart-throwing monkeys?

Professors offer an interesting take on the age-old question. Sorry, monkeys.

By Bloomberg
Greece offers prime example of how to get in front of clients to counteract scary headlines
INVESTING EQUITIES JUL 07, 2015
Greece offers prime example of how to get in front of clients to counteract scary headlines

Advisers should communicate proactively with clients to ease their fears and solidify the bond.

By Liz Skinner