Investing

Displaying 16326 results
MUTUAL FUNDS JAN 23, 2015
SEC to examine mutual fund distribution fees starting next week

After decade of industry evolution, agency hopes to get up to speed.

By Mark Schoeff Jr.
EQUITIES JAN 22, 2015
Dynasty hires Scott D. Welch to be chief investment officer

Service provide plans to expand investment opportunities for its network of advisory firms

By Alessandra Malito
RETIREMENT PLANNING JAN 22, 2015
One of industry's last holdouts, NAIFA elects its first female president

With women representing only 11.5% of advisers, trade group plans to highlight women in industry.

By Mark Schoeff Jr.
EMERGING MARKETS JAN 21, 2015
Back to the future: The Japanification of Europe?

With Japanification — deflation, debt crises, demographic pressures and decades lost in economic stagnation — in evidence in the bond markets, it's reasonable for investors to question whether Europe is following the path Japan took.

By Nick Gartside
Salient Partners buys Forward Funds with liquid alts expansion in mind
EQUITIES JAN 21, 2015
Salient Partners buys Forward Funds with liquid alts expansion in mind

Combined firm will include 36 funds and $27 billion under management.

By Jeff Benjamin
RIA NEWS JAN 21, 2015
A new entry point for gold investors takes on GLD

Bank of Montreal strikes while the metal is hot.

By Jeff Benjamin
ALTERNATIVES JAN 21, 2015
Bordeaux is illiquid but there is a way to invest in wine

More than half a dozen firms peddling wine investments in the U.K. alone went belly up last year. Why have there been so many flops? A fund's structure — and the wine it buys for investing — are key to success.

By Bloomberg
Weighing a Plan B in estate planning in light of Obama's proposed tax overhaul
LIFE INSURANCE AND ANNUITIES JAN 21, 2015
Weighing a Plan B in estate planning in light of Obama's proposed tax overhaul

By Darla Mercado
Good looks aren't everything, but it might help you attract more assets
RIA NEWS JAN 21, 2015
Good looks aren't everything, but it might help you attract more assets

In today's <i>Breakfast with Benjmain</i>, looks might help money managers land more assets, but they also tend to underperform. Plus: Darryl Strawberry's contract balance goes to the highest bidder, Florida investment manager charged with bilking $17M from clients, and a hedge fund manager uses proper etiquette after losing his clients' money.

By Jeff Benjamin
Swiss franc fallout hits some liquid alt funds harder than others
EQUITIES JAN 21, 2015
Swiss franc fallout hits some liquid alt funds harder than others

Big bets, currency exposure might surprise some investors

By Jeff Benjamin
EQUITIES JAN 21, 2015
Five surprise investment themes for 2015

From a big year for European equities to precious metals and bonds, here are some ideas of where value may lie in 2015.

By Scott Colyer
ALTERNATIVES JAN 21, 2015
Nicholas Schorsch down, not out after resigning again

Though the real estate czar stepped down from two more publicly traded companies last week, as well as from a host of other nontraded REITs, he still remains entrenched at other firms he created and is the largest shareholder at several others.

By Bruce Kelly
RIA NEWS JAN 21, 2015
Former Edward Jones rep accused of stealing from a disabled client

Plus the rest of Tuesday's <i>Breakfast with Benjamin</i>: Daniel Thibeault's missteps make the case for due diligence, U.S. economy magically defies gravity among global economies, and tax strategies that it isn't too late to employ

By Jeff Benjamin
EQUITIES JAN 21, 2015
Tax pain on the way for active funds with big capital gains

Six years into the bull market, losses booked from the financial crisis have all been used up.

By Bloomberg
ALTERNATIVES JAN 21, 2015
Alts fund manager Daniel Thibeault arrested in securities fraud

The FBI accused GL Capital Partners CEO Daniel Thibeault of creating fictitious loans to divert millions in assets to business accounts.

By Mason Braswell
ETFS JAN 21, 2015
ETFs losing their luster in 529 college savings plans

New report says benefits of exchange-traded funds don't make sense when nestled within the tax-advantaged 529 plans.

By Liz Skinner
ALTERNATIVES JAN 21, 2015
As oil prices fall, investment opportunities emerge

Boon for MLPs, and a boost for holiday sales

By Jeff Benjamin
PRACTICE MANAGEMENT JAN 21, 2015
Brokers warned to beef up training on complex products

Regulators alarmed at lack of knowledge brokers demonstrate about the products they're selling.

By Mark Schoeff Jr.
EQUITIES JAN 20, 2015
Looking for investment value across the globe

Europe is a focus while selective emerging markets show promise, Templeton Global Equity strategists say.

By Norman J. Boersma and Cindy L. Sweeting
Bond investors pessimistic as U.S. economic growth improves
EQUITIES JAN 20, 2015
Bond investors pessimistic as U.S. economic growth improves

Lack of wage growth stoking fears of disinflation while Fed prepares to lift interest rates

By Bloomberg