Investing

Displaying 16352 results
Covered call strategy aims to dampen volatility of crypto investing
ALTERNATIVES NOV 30, 2021
Covered call strategy aims to dampen volatility of crypto investing

Toronto-based Purpose Investments pushes the digital investing envelope by selling options on the cryptocurrency holdings of two new ETFs.

By Jeff Benjamin
Inflation ETF pioneer says investors need more interest-rate risk
FIXED INCOME NOV 30, 2021
Inflation ETF pioneer says investors need more interest-rate risk

Nancy Davis has made a splash with IVOL, an actively managed exchange-traded fund that lets investors bet on inflation and interest-rate volatility.

By Bloomberg
First client for State Street's target-date and annuity feature is a $35B plan group
RETIREMENT PLANNING NOV 30, 2021
First client for State Street's target-date and annuity feature is a $35B plan group

State Street's product is far from being the first in the DC market — but the plans using it are potentially the largest to opt for a target-date series paired with an insurance feature.

By Emile Hallez
Q3 2021 fixed-income mutual funds
MUTUAL FUNDS NOV 30, 2021
Q3 2021 fixed-income mutual funds

By InvestmentNews
Q3 2021 top equity mutual funds
MUTUAL FUNDS NOV 29, 2021
Q3 2021 top equity mutual funds

By InvestmentNews
Q3 2021 top equity ETFs
ETFS NOV 29, 2021
Q3 2021 top equity ETFs

By InvestmentNews
Q3 2021 top fixed-income ETFs
ETFS NOV 29, 2021
Q3 2021 top fixed-income ETFs

The top 50 fixed-income exchange-traded funds ranked by quarterly returns.

By InvestmentNews
Vanguard plants flag in China with active equity fund
EQUITIES NOV 29, 2021
Vanguard plants flag in China with active equity fund

In a change of pace for the big provider of index funds, Vanguard has filed to launch an actively managed fund focused on a single country.

By Jeff Benjamin
CITs continue taking over in 401(k)s, but the change isn't always easy
RETIREMENT PLANNING NOV 22, 2021
CITs continue taking over in 401(k)s, but the change isn't always easy

CITs are on track to surpass mutual funds in target-date assets. Participants in 401(k)s that use CITs often stand to save a few basis points or more.

By Emile Hallez
On inflation, advisers hope for the best, prepare for the worst
EQUITIES NOV 22, 2021
On inflation, advisers hope for the best, prepare for the worst

With inflation spiking to a 31-year high, financial advisers are taking action in client portfolios.

By Jeff Benjamin
Citi to hire 100 for push into digital assets
ALTERNATIVES NOV 22, 2021
Citi to hire 100 for push into digital assets

As part of the effort, the bank tapped Puneet Singhvi to be its new head of digital assets inside the institutional clients group.

By Bloomberg
IRS expects crypto seizures worth billions of dollars in 2022
ALTERNATIVES NOV 19, 2021
IRS expects crypto seizures worth billions of dollars in 2022

The agency seized $3.5 billion worth of cryptocurrencies in fiscal 2021, accounting for 93% of all assets seized, and an IRS official says he expects that trend to continue next year.

By Bloomberg
Kentucky, Mississippi latest states to adopt annuity best interest rule
RETIREMENT PLANNING NOV 18, 2021
Kentucky, Mississippi latest states to adopt annuity best interest rule

In a recent speech, SEC Commissioner Allison Herren Lee pointed out how the annuity rule differs from Reg BI on mitigating conflicts of interest.

By Mark Schoeff Jr.
Fidelity rolls out product allowing 401(k) participants to buy annuities
RETIREMENT PLANNING NOV 18, 2021
Fidelity rolls out product allowing 401(k) participants to buy annuities

Guaranteed Income Direct is integrated into Fidelity’s employee benefits portal and offers workers immediate income annuities at institutional pricing from the insurance company of their choice.

By InvestmentNews
Robo-advisers brace portfolios for rising inflation
EQUITIES NOV 17, 2021
Robo-advisers brace portfolios for rising inflation

As the stock market slowed in the third quarter, investors continued to process multiple market influences underscored by supply chain disruptions and pent-up demand from reopening economies.

By Sean Allocca
Invesco offers sustainability version of its S&P 500 ETF
RIA NEWS NOV 17, 2021
Invesco offers sustainability version of its S&P 500 ETF

The Invesco ESG S&P 500 Equal Weight ETF will invest in companies considered leaders in ESG metrics; Apple, Facebook parent Meta and Tesla are among the companies that will be excluded from the fund initially.

By Bloomberg
Third Bitcoin futures ETF launches
ALTERNATIVES NOV 16, 2021
Third Bitcoin futures ETF launches

The VanEck Bitcoin Strategy ETF began trading after a multiweek wait, and days after the SEC rejected the firm's proposal for an ETF that would hold Bitcoin directly.

By Bloomberg
Dimensional signals big ETF push
MUTUAL FUNDS NOV 16, 2021
Dimensional signals big ETF push

The quant investing firm is launching four fixed-income exchange-traded funds Tuesday and is planning 10 more stock ETFs, an SEC filing shows.

By Bloomberg
New legislation targets registered index-linked annuities
LIFE INSURANCE AND ANNUITIES NOV 15, 2021
New legislation targets registered index-linked annuities

Developing a tailored regulatory filing form for RILAs could help investors better understand the product. The proposal has the backing of the insurance industry and investor advocates.

By Mark Schoeff Jr.
Lawsuit seeks to head off WA Cares insurance program
RETIREMENT PLANNING NOV 15, 2021
Lawsuit seeks to head off WA Cares insurance program

Opponents of Washington's long-term care insurance program are claiming that it violates a handful of laws.

By Emile Hallez