Investing

Displaying 16332 results
MUTUAL FUNDS JUL 23, 2014
SEC to vote on money fund reform plan this month: Source

Under new rules, prime money funds to float $1 share price, investors to be charged for withdrawals sometimes.

By Gregory Crawford
EMERGING MARKETS JUL 23, 2014
Investors return to emerging markets as concerns ease

Big ETFs from Vanguard, BlackRock attract more than $7 billion combined since end of March.

By Gregory Crawford
MUTUAL FUNDS JUL 23, 2014
Support eroding for money funds rule as SEC's White pushes vote

One year after the SEC proposed new protections for money-market mutual funds, support is eroding for the agency's plan to rein in the riskiest of them. Dissent among the five commissioners has raised the possibility that a vote on the proposal, currently targeted for late July, could be delayed.

By Gregory Crawford
MUTUAL FUNDS JUL 23, 2014
Sallie Krawcheck and Pax team on women-friendly corporate index fund

The ex-wirehouse executive is throwing her weight and her money behind a revived mutual fund that invests in publicly traded companies that have greater numbers of women in management positions, saying values and returns can align when advisers invest in gender diversity.

By Trevor Hunnicutt
RETIREMENT PLANNING JUL 23, 2014
Former Fidelity COO Reynolds aims to oust former employer from top

Robert Reynolds, who built the industry's biggest 401(k) business while at Fidelity Investments, is seeking a reprise

By Bloomberg
MUTUAL FUNDS JUL 22, 2014
Past performance rules for unrated Gundlach fund

Tit-for-tat with Morningstar leaves DoubleLine Total Return Bond Fund without a rating, but investors can't get enough of it.

By Jeff Benjamin
EQUITIES JUL 22, 2014
Investing lessons from Lebron James

<i>Breakfast with Benjamin:</i> What bond investors can learn from Lebron James. Plus: Gold: It all depends on the Fed; commodities as a geopolitical hedge; investing in women; and golf stocks come up short.

By Jeff Benjamin
EQUITIES JUL 22, 2014
Global consumer confidence soars

Plus: Credit Suisse exits the commodities trading business, Allianz stands by Bill Gross, silver has a golden summer run, three taxes we can all dislike together, and don't let tourist scams rain on your vacation

By Jeff Benjamin
EQUITIES JUL 22, 2014
Something to fear: fear itself

In the world of financial market push-me-pull-you, there is nothing quite like the counterintuitive reality of market volatility, which is currently lower than it has been in years. Commonly dubbed the &#8220;fear index&#8221;, the Chicago Board Options Exchange Volatility Index (VIX) is languishing near its lowest point since 2007. If fear, as measured by volatility, is low, that's a good thing, right? Sort of.

By Jeff Benjamin
ALTERNATIVES JUL 22, 2014
Some advisers using ill-suited benchmarks to measure alts performance

Morningstar survey shows a quarter of advisers look to standard index benchmarks to evaluate 'liquid alts.'

By Trevor Hunnicutt
EQUITIES JUL 22, 2014
Russell rejiggers index benchmarks

On a major trading day, &#8220;passive&#8221; fund managers will be active traders as portfolios change.

By Trevor Hunnicutt
ETFS JUL 22, 2014
Investors hungry for more ETFs

Majority of investors are confident about picking products, others want help.

By CNELSON
ALTERNATIVES JUL 22, 2014
Impact investing gets a boost from Obama administration

Executive branch wants to spur more impact investing by encouraging collaboration between government and private investors and improving regulations.

By Liz Skinner
FIXED INCOME JUL 22, 2014
Bond uncertainty lifts 'unconstrained' alts funds

Bond uncertainty lifts 'unconstrained' alts funds as Janus introduces second new offering in space this year

By Trevor Hunnicutt
FIXED INCOME JUL 22, 2014
The bear market in bonds has not been seen and here's why

In Jeffrey Gundlach's 'no normal' world, the aging U.S. population means Treasuries can't lose.

By Gregory Crawford
RETIREMENT PLANNING JUL 22, 2014
The magic range for alternatives allocations

A panel of experts weighs in on how much clients should ideally have invested in noncorrelated assets.

By Darla Mercado
EQUITIES JUL 22, 2014
Gundlach: Betting against Treasuries is a fool's game

A growing number of portfolio managers, including DoubleLine Capital's Jeffrey Gundlach, are re-evaluating their forecasts for rising yields as Treasuries recorded their best annual start since 2008.

By Gregory Crawford
FIXED INCOME JUL 22, 2014
Gundlach not buying the housing recovery

For star bond manager Jeffrey Gundlach, the U.S. housing recovery isn't very rosy and so he's avoiding subprime debt despite its big rally in 2013.

By Gregory Crawford
ALTERNATIVES JUL 21, 2014
Claiming bad oversight, ex-rep urges investors reject REIT offer

Says adviser is lowballing American Spectrum.

By Bruce Kelly
LIFE INSURANCE AND ANNUITIES JUL 21, 2014
Florida law allows planners to give insurance advice without insurance company

Helps fee-only planners meet CFP Board definition prohibiting such affiliation with firms that charge commissions

By Mark Schoeff Jr.