Investing

Displaying 16865 results
Despite good news, bank ETF trails market
ETFS MAR 18, 2015
Despite good news, bank ETF trails market

Stress tests, rate outlook bode well but negative sentiment on the sector remains.

By Bloomberg
Federated, BlackRock considering private funds to replace old money-market funds
MUTUAL FUNDS MAR 18, 2015
Federated, BlackRock considering private funds to replace old money-market funds

Regulatory changes to $2.7 trillion industry leading managers to create alternatives for clients.

By Bloomberg
ALTERNATIVES MAR 17, 2015
The benefits of long/short credit exposure in today's market

Adopting a long/short approach before interest rates rise could be a good defense for investors

By Dorothy C. Weaver
Investors dump bond ETFs as interest rate hikes loom
FIXED INCOME MAR 17, 2015
Investors dump bond ETFs as interest rate hikes loom

$6.1 billion yanked through the middle of March; withdrawals on pace to top the record $8.6 billion pulled in June '13 after taper tantrum

By Bloomberg
Foreign mutual funds look like a good way to dodge some U.S. market risk
EMERGING MARKETS MAR 17, 2015
Foreign mutual funds look like a good way to dodge some U.S. market risk

<i>Breakfast with Benjamin</i>: Foreign mutual funds might be a good hiding spot for investors as U.S. stocks peak in cost.

By Jeff Benjamin
Merrill Lynch tells its advisers to get some water
EQUITIES MAR 17, 2015
Merrill Lynch tells its advisers to get some water

Nontraditional investment could benefit from long-term trends, values-based investing: CIO Bartels.

By Trevor Hunnicutt
3 big surprises in ETF flows so far in 2015
ETFS MAR 17, 2015
3 big surprises in ETF flows so far in 2015

One-month flows now stand at over $30.7 billion, putting year-to-date inflows at $23.9 billion. Here's what flows say about investors.

By Nicholas Colas
Currency-hedged ETFs giving investors new option for improving international returns
ETFS MAR 17, 2015
Currency-hedged ETFs giving investors new option for improving international returns

Once reserved for institutions, strategies now available to advisers at just the right time.

By Scott Kubie
ETFS MAR 17, 2015
Vanguard to offer its first muni-bond ETF

The company expects the tax-exempt index fund to be available by the end of June.

By Bloomberg
EQUITIES MAR 16, 2015
In contrast to wages, real estate prices are hitting the roof

<i>Breakfast with Benjamin:</i> Real estate prices climbing sharply and investors are taking the blame. Plus: Fed preps for the unfamiliar waters of a rate hike, biotech looks to be correcting, and which rock star investor are you?

By Jeff Benjamin
Can the REIT run weather a rate hike?
ALTERNATIVES MAR 16, 2015
Can the REIT run weather a rate hike?

<i>Breakfast with Benjamin</i>: Will higher interest rates crush the real estate market, or is it supposed to be different this time?

By Jeff Benjamin
CNL Lifestyle Properties REIT suffers another sharp drop in value
ALTERNATIVES MAR 16, 2015
CNL Lifestyle Properties REIT suffers another sharp drop in value

The estimated per share valuation of CNL Lifestyle Properties, a large nontraded REIT that owns ski and mountain resorts, continues to sink despite the recent broad rally in commercial real estate.

By Bruce Kelly
Index-investing purists ignoring mounting downside risks
EQUITIES MAR 16, 2015
Index-investing purists ignoring mounting downside risks

Six years into a bull run that has seen the S&amp;P 500 more than triple, it's time to recognize the potential benefits of active management over indexing.

By Jeff Benjamin
RETIREMENT PLANNING MAR 16, 2015
Early onset Alzheimer's: When plans are upended

By Mason Braswell
LIFE INSURANCE AND ANNUITIES MAR 13, 2015
Spring variable annuity prospectuses and updates are here

First quarter regulatory filings suggest that insurers aren't ramping up big new product releases but hybrid annuites appear to be making a comeback, with Voya charging back into the market.

By Darla Mercado
Northwestern Mutual agrees to settle annuities suit for $84 million: report
LIFE INSURANCE AND ANNUITIES MAR 13, 2015
Northwestern Mutual agrees to settle annuities suit for $84 million: report

About 30,000 current and former annuity owners claim company failed to pay proper dividends on contracts sold 30 years ago.

By Srividya Kalyanaraman
RETIREMENT PLANNING MAR 13, 2015
Bigger & Better

Advisers with assets over $1 billion are outperforming their peers. Does your firm have what it takes to be a billion dollar baby?

By Trevor Hunnicutt
Transamerica offers legacy variable annuity clients a buyout
RETIREMENT PLANNING MAR 13, 2015
Transamerica offers legacy variable annuity clients a buyout

This offer affects more than 30 types of variable annuity contracts issued by the insurer

By Darla Mercado
Being smart about smart beta
EQUITIES MAR 12, 2015
Being smart about smart beta

<i>Breakfast with Benjamin</i>: Smart beta is here to stay, so you might as well try and figure out what the heck it is.

By Jeff Benjamin
At 85, Vanguard's John Bogle still fighting hard for index investing
EQUITIES MAR 12, 2015
At 85, Vanguard's John Bogle still fighting hard for index investing

Mutual fund elder statesman doesn't mince words when discussing active management, and he worries about ETFs.

By Bloomberg