Investing

Displaying 15973 results
Bracing for the Greek exit
INVESTING EQUITIES APR 15, 2015
Bracing for the Greek exit

<i>Breakfast with Benjamin</i>: Now might be a good time to start bracing for a Greek default, as the probability has never been as high.

By Jeff Benjamin
In Labor Department's fiduciary proposal, a nod to passive investing
ADVISOR NEWS RETIREMENT PLANNING APR 15, 2015
In Labor Department's fiduciary proposal, a nod to passive investing

Brokers who sell index funds may get a leg up from newly proposed requirements that would impose more stringent advice standards.

By Trevor Hunnicutt
Point-Counterpoint: In the battle between active and passive management, which style wins?
INVESTING EQUITIES APR 15, 2015
Point-Counterpoint: In the battle between active and passive management, which style wins?

The answer to which strategy is best will depend on the scenario in question.

By Darla Mercado
The trouble with emerging and frontier markets indexes
INVESTING EMERGING MARKETS APR 15, 2015
The trouble with emerging and frontier markets indexes

In spite of all the turmoil and risk, emerging markets are growing. Rapidly.

By Kevin Carter
ADVISOR NEWS RETIREMENT PLANNING APR 15, 2015
Protecting vulnerable aging clients

Securities industry faces incalculable risks that require rigorous internal controls to manage relationships with aging investors

By Brandon S. Reif
Bill Gross says he will short the German bund, eventually
INVESTING ALTERNATIVES APR 14, 2015
Bill Gross says he will short the German bund, eventually

<i>Breakfast with Benjamin</i>: Bill Gross calls out the 10-year German bund, but you'll want to wait more than a year for the end of Europe's easing.

By Jeff Benjamin
Japan bumps China off the mountain as top holder of U.S. debt
INVESTING FIXED INCOME APR 14, 2015
Japan bumps China off the mountain as top holder of U.S. debt

<i>Breakfast with Benjamin:</i> Japan takes over as America's biggest creditor but China is right behind. Plus: More banks abandon student loan biz, Colorado's weed tax bummer, and where banking is still beyond at least 2 billion people.

By Jeff Benjamin
ADVISOR NEWS RETIREMENT PLANNING APR 14, 2015
MassMutual beefs up DCIO effort, extending reach into retirement plans

Insurer faces uphill battle as competition in defined contribution investment-only space is tough.

By Darla Mercado
Positioning bond holdings for when the Federal Reserve raises interest rates
INVESTING FIXED INCOME APR 14, 2015
Positioning bond holdings for when the Federal Reserve raises interest rates

It's important to position portfolios both to gain from rising U.S. Treasury yields and to hedge against global risks in the bond markets.

By Michael Hasenstab
The Mutual Fund Store adds new products, services as it eyes eventual IPO
RIAS RIA NEWS APR 14, 2015
The Mutual Fund Store adds new products, services as it eyes eventual IPO

The Mutual Fund Store, the 10th-biggest RIA by AUM <a href=&quot;http://data.investmentnews.com/ria/&quot; target=&quot;_blank&quot;>according to <i>IN</i>'s database,</a> is led by CEO John Bunch, who's taking a number of steps to keep growing as it eyes an eventual IPO.

By Trevor Hunnicutt
INVESTING ETFS APR 13, 2015
Investors shun stock pickers, favor Vanguard, BlackRock, State Street

Fund sales switch decisively toward plain-vanilla, index investing, move out of Pimco Total Return has big impact on flows.

By Trevor Hunnicutt
TIAA-CREF money manager calls mid-value strategy a “poor man's hedge fund”
INVESTING EQUITIES APR 11, 2015
TIAA-CREF money manager calls mid-value strategy a “poor man's hedge fund”

Tom Kolefas shrugs off charges he's hugging the benchmark.

By Jeff Benjamin
INVESTING LIFE INSURANCE AND ANNUITIES APR 10, 2015
Time may have come to eliminate sales incentives in the annuities business

As the financial services industry moves toward a fiduciary standard, prizes for top insurance sellers smack of conflict.

By Darla Mercado
Hillary Clinton goes after Wall Street
INVESTING EQUITIES APR 10, 2015
Hillary Clinton goes after Wall Street

<i>Breakfast with Benjamin</i>: Hillary Clinton goes after the financial industry, taking issue with CEO compensation.

By Jeff Benjamin
Latest sign of oil market glut pushes prices even lower
INVESTING EQUITIES APR 10, 2015
Latest sign of oil market glut pushes prices even lower

<i>Breakfast with Benjamin</i>: Prices fall by 5% after the discovery of the biggest weekly buildup of U.S. inventories since 2001.

By Jeff Benjamin
State Street to close three ETFs that attracted little investor interest
INVESTING ETFS APR 10, 2015
State Street to close three ETFs that attracted little investor interest

Shutdowns come weeks after big price cut as the firm's biggest fund suffers outflows.

By Trevor Hunnicutt
Fund expense ratios continue to fall as fund companies get richer
INVESTING ETFS APR 09, 2015
Fund expense ratios continue to fall as fund companies get richer

Flood of money into passively-managed index funds has helped drive average expense ratios down, but there's more to the story.

By Jeff Benjamin
Fidelity revives mutual fund sales
INVESTING MUTUAL FUNDS APR 09, 2015
Fidelity revives mutual fund sales

Fresh off a year that trimmed its $1.3 trillion U.S. mutual fund business, the fund house made up all of those redemptions in the first quarter of 2015, with the help of successful active management strategies in stocks and bonds.

By Trevor Hunnicutt
INVESTING ALTERNATIVES APR 09, 2015
Real liquidity: Why investors care about water

Investors should understand the water risks in their portfolios, even if the companies don't.

By Julie Fox Gorte
Rethinking how you build clients' equity portfolios
INVESTING EQUITIES APR 09, 2015
Rethinking how you build clients' equity portfolios

How cyclical and sector stock investing intersect represent an untapped opportunity for clients to diversify and see risk-adjusted returns.

By Archan Basu and Dirk Hofschire