Investing

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Why the upward trend for stocks is no more
EQUITIES SEP 18, 2015
Why the upward trend for stocks is no more

Plus: Goldman's Cohen says don't chase high-dividend stocks, university endowments become hedge funds, and companies are taking the carbon tax threat seriously

By Jeff Benjamin
Interest rate rise could touch off volatility in bonds, says JP Morgan's Dimon
FIXED INCOME SEP 18, 2015
Interest rate rise could touch off volatility in bonds, says JP Morgan's Dimon

Jamie Dimon, JPMorgan's chief executive officer, said bond prices could move violently when the Federal Reserve raises interest rates rise.

By Bloomberg
Federal Reserve holds rates at zero; some advisers call it a lost opportunity
EQUITIES SEP 18, 2015
Federal Reserve holds rates at zero; some advisers call it a lost opportunity

Central bank cites cloud of concern over weakness of the global economy, surging U.S. dollar and sleepy economy, but some advisers said the Fed should have lifted rates.

By Jeff Benjamin
First Goldman Sachs ETFs are cheaper than some from Vanguard
EQUITIES SEP 17, 2015
First Goldman Sachs ETFs are cheaper than some from Vanguard

New ActiveBeta funds, which try to beat the market, give Goldman a foothold in ETFs.

By Trevor Hunnicutt
The Fed sets the stage for a December tantrum
EQUITIES SEP 17, 2015
The Fed sets the stage for a December tantrum

<i>Breakfast with Benjamin</i>: Janet Yellen's September delay could lead to a December repeat of the taper tantrum.

By Jeff Benjamin
ETFs in spotlight as exchanges, regulators seek fix after August volatility
ETFS SEP 17, 2015
ETFs in spotlight as exchanges, regulators seek fix after August volatility

Rules governing markets need to be updated because they aren't designed to cope with the proliferation of exchange-traded funds: BATS CEO.

By Bloomberg
EQUITIES SEP 17, 2015
Market-cap-weighted ETFs: Not always what they're cracked up to be

The strategy can help deliver gains when times are good but can damage the diversification investors often blindly rely on when allocating to many index-based ETFs.

By Rick Genoni
Jeffrey Gundlach's DoubleLine opens its first alternatives fund
ALTERNATIVES SEP 17, 2015
Jeffrey Gundlach's DoubleLine opens its first alternatives fund

In a year when its peers lost 15% investing in commodities, DoubleLine wades in with a long-short strategy.

By Trevor Hunnicutt
Janet Yellen faces off with the 'Greenspan trap'
FIXED INCOME SEP 16, 2015
Janet Yellen faces off with the 'Greenspan trap'

<i>Breakfast with Benjamin</i> To hike interest rates or not to hike, and how to avoid the 'Greenspan trap.'

By Jeff Benjamin
MUTUAL FUNDS SEP 16, 2015
Mutual funds could charge for withdrawals during periods of high volatility under SEC proposal

Mutual funds may be able to charge their investors who rush to cash out during periods of market stress under a rule being considered by the SEC.

By Bloomberg
Deutsche Bank say the Fed should not raise rates
EQUITIES SEP 16, 2015
Deutsche Bank say the Fed should not raise rates

<i>Breakfast with Benjamin</i>: Deutsche Bank lays out seven reasons why the Fed won't raise rates next week.

By Jeff Benjamin
Federal Reserve interest rate hike unlikely to roil financial markets
FIXED INCOME SEP 16, 2015
Federal Reserve interest rate hike unlikely to roil financial markets

Janet Yellen has the fixed-income market just where she wants it: ripe for the first increase in U.S. interest rates since 2006.

By Bloomberg
ETFS SEP 16, 2015
Advisers remain loyal to American Funds through ups and downs

The unshakable fealty of financial advisers is starting to pay off for American Funds in the wake of historic sales declines.

By Trevor Hunnicutt
Franklin Templeton posts worst fund outflows in decades
EQUITIES SEP 15, 2015
Franklin Templeton posts worst fund outflows in decades

Bold bets, market fears have investors heading for the exits despite longer-term outperformance.

By Trevor Hunnicutt
J.P. Morgan turns to Schwab to sell passive funds
ETFS SEP 15, 2015
J.P. Morgan turns to Schwab to sell passive funds

J.P. Morgan Asset Management, <a href=&quot;http://www.investmentnews.com/article/20150115/FREE/150119961/j-p-morgan-funds-garner-most-dollars-from-advisers-morningstar&quot; target=&quot;_blank&quot;>the top-selling stock-picking fund manager for the past two years</a>, is getting help selling its index-tracking ETFs from Charles Schwab.

By Trevor Hunnicutt
RETIREMENT PLANNING SEP 14, 2015
Advisers tell clients: Think of retirement as '35 years of unemployment'

Although estimates of life expectancy just got longer, clients aren't prepared to make hard planning decisions.

By Liz Skinner
EQUITIES SEP 14, 2015
A bucket strategy for retirement

<b>Breakfast with Benjamin:</b> Here's a new way to think about building a portfolio for your retired clients using the old bucket strategy. Three buckets for three timeframes

By Jeff Benjamin
IBDs, wirehouses drive second-largest sales quarter for fixed indexed annuities
LIFE INSURANCE AND ANNUITIES SEP 14, 2015
IBDs, wirehouses drive second-largest sales quarter for fixed indexed annuities

Variable annuities may have won the day in quarterly sales, but broker-dealers are stepping up their distribution of fixed indexed products, which hedge against rising interest rates.

By Greg Iacurci
Dimensional, John Hancock in partnership to build their first ETFs
EQUITIES SEP 14, 2015
Dimensional, John Hancock in partnership to build their first ETFs

The factor-based investor popular with financial advisers will build indexes for John Hancock funds.

By Trevor Hunnicutt
ALTERNATIVES SEP 11, 2015
RCS Capital cuts due diligence team at Cetera Financial

Group focuses on mainstream and alternative investments such as nontraded REITs.

By Bruce Kelly