Investing

Displaying 15973 results
Nationwide to pay $8M to settle with SEC over variable annuity mail snafu
INVESTING LIFE INSURANCE AND ANNUITIES MAY 13, 2015
Nationwide to pay $8M to settle with SEC over variable annuity mail snafu

Insurer charged after agency found it deliberately delayed receipt of variable annuities and life insurance orders, resulting in a failure to price them in a timely manner.

By Darla Mercado
Elder care needs will transform advice industry
ADVISOR NEWS RETIREMENT PLANNING MAY 12, 2015
Elder care needs will transform advice industry

Demand will shift from retirement income to housing and care issues.

By Mary Beth Franklin
Gross fund netted $58 million in April
INVESTING MUTUAL FUNDS MAY 12, 2015
Gross fund netted $58 million in April

Former bond king's fund at Janus Capital Group attracted a big chunk of new investor money in April, before the fund was hit by a selloff in bonds.

By Bloomberg
Bill Gross says 35-year bull market in stocks and bonds coming to an end
INVESTING EQUITIES MAY 12, 2015
Bill Gross says 35-year bull market in stocks and bonds coming to an end

Janus money manager says attempt by global central banks to cure a debt crisis with more debt doesn't have much further to run.

By Bloomberg
INVESTING MUTUAL FUNDS MAY 12, 2015
The best- and worst-performing target date funds

The winners and losers of the first quarter of 2015

By Bloomberg
INVESTING ETFS MAY 12, 2015
Reading the tea leaves of exchange-traded funds

<i>Breakfast with Benjamin:</i> Does ETF flow data show anything more than who's up and who's down? You better believe it.

By Jeff Benjamin
Bill Gross' Janus fund draws big bucks as performance picks up
INVESTING MUTUAL FUNDS MAY 12, 2015
Bill Gross' Janus fund draws big bucks as performance picks up

With another $6.8 million from new investors in March, Janus Global Unconstrained Bond Fund reaches $1.5B in assets.

By Bloomberg
ADVISOR NEWS FINTECH MAY 11, 2015
Vanguard plans to offer digital marketing tool for advisers

Largest mutual fund manager hopes that the tool will enhance relationships for and with advisers.

By Trevor Hunnicutt
SEC slaps charges against "retirement planners" for fraudulent life settlement sales
INVESTING LIFE INSURANCE AND ANNUITIES MAY 11, 2015
SEC slaps charges against "retirement planners" for fraudulent life settlement sales

Pair sold $4.3 million of Investments fraudulently marketed as &quot;safe as CDs&quot; and &quot;federally insured,&quot; regulator says in suit.

By Darla Mercado
F-Squared still struggling in wake of SEC charges
INVESTING ETFS MAY 11, 2015
F-Squared still struggling in wake of SEC charges

Asset management firm laid off 25% of its staff last week

By Trevor Hunnicutt
Your clients might need some hand-holding for that first rate hike
INVESTING EQUITIES MAY 10, 2015
Your clients might need some hand-holding for that first rate hike

<i>Breakfast with Benjamin</i> There's no harm in helping investors better understand what it means for them when the Fed starts to tighten interest rates.

By Jeff Benjamin
INVESTING FIXED INCOME MAY 10, 2015
Alan Greenspan warns of another taper tantrum when the Fed lifts interest rates

<i>Breakfast with Benjamin</i> What's going to happen to the markets when the Fed pulls the interest rate hike trigger? Alan Greenspan has an idea, and it's not pretty.

By Jeff Benjamin
Trekking to Europe and Japan for attractive dividend income
INVESTING EQUITIES MAY 08, 2015
Trekking to Europe and Japan for attractive dividend income

<i>Breakfast with Benjamin</i>: Where to look when it's time to go beyond the traditional hunting grounds for dividend income.

By Jeff Benjamin
Mountains of corporate cash drive stock buyback plans to a record high
INVESTING EQUITIES MAY 08, 2015
Mountains of corporate cash drive stock buyback plans to a record high

<i>Breakfast with Benjamin</i>: Stock buybacks hit an all-time high in April as companies continue to view repurchase plans as the best use of cash stockpiles.

By Jeff Benjamin
INVESTING EQUITIES MAY 08, 2015
Good or bad, jobs report could roil the markets, investors

<i>Breakfast with Benjamin:</i> Good or bad, investors could react sharply to the April jobs report. Plus: Bitcoin could be back, Fitbit plans an IPO and offbeat economic indicators.

By Jeff Benjamin
INVESTING EQUITIES MAY 08, 2015
Fed Chief Janet Yellen warns on stock valuations

<i>Breakfast with Benjamin:</i> The chairwoman of the Federal Reserve called equity valuations 'quite high,' bond yields low and said the combination raises 'potential dangers.' Her comments roiled markets.

By Jeff Benjamin
Real estate company seeks $20M for New York City mausoleum high-rise
INVESTING ALTERNATIVES MAY 07, 2015
Real estate company seeks $20M for New York City mausoleum high-rise

Rest in peace and luxury: Average prices are expected to top $65,000 for crypts and $17,000 for niches for funerary urns.

By Darla Mercado
Jobs report threaded the needle, shows aging bull market isn't over yet
INVESTING EQUITIES MAY 07, 2015
Jobs report threaded the needle, shows aging bull market isn't over yet

Near-term decline in equities follows pattern of a typical post-recession recovery

By Paul Schatz
After big 2014, trend-chasing mutual funds drop
INVESTING ALTERNATIVES MAY 06, 2015
After big 2014, trend-chasing mutual funds drop

Turnaround interrupts best run for hedge-fund like offerings in more than five years, threatens to diminish their popularity with retail investors.

By Bloomberg
The bear market in bonds has arrived
INVESTING FIXED INCOME MAY 06, 2015
The bear market in bonds has arrived

Joining Gross and Buffett, another top strategist says government bonds are too expensive. With or without the Fed, the march to higher rates has begun.

By Bloomberg