Investing

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How advisers can handle the medical expense of COVID-19
RETIREMENT PLANNING APR 17, 2020
How advisers can handle the medical expense of COVID-19

The pandemic should prompt discussions about long-term care and advance directives

By Emile Hallez
Advisor Group latest B-D network to halt sales of real estate products
ALTERNATIVES APR 17, 2020
Advisor Group latest B-D network to halt sales of real estate products

The giant IBD said real estate valuations have become murky as a result of the pandemic

By Bruce Kelly
Vanguard limits access to the safest money market funds
MUTUAL FUNDS APR 17, 2020
Vanguard limits access to the safest money market funds

The asset management giant closed Treasury money funds to new investors in an attempt to keep yields positive

By Jeff Benjamin
Oil bulls keep piling into beaten-down ETFs
MUTUAL FUNDS APR 17, 2020
Oil bulls keep piling into beaten-down ETFs

But those bets haven't paid off to date because efforts to stabilize the crude oil market have fallen short

By Bloomberg
Fed rescue efforts force advisers to rethink asset allocation
FIXED INCOME APR 16, 2020
Fed rescue efforts force advisers to rethink asset allocation

The agency’s emergency efforts to rescue the economy are already being viewed as uncharted territory

By Jeff Benjamin
BlackRock investors flee long-term funds
MUTUAL FUNDS APR 16, 2020
BlackRock investors flee long-term funds

During the first quarter, the asset manager saw about $19 billion in withdrawals from its mutual funds and ETFs, but $52 billion in inflows for its cash management business

By Bloomberg
Billionaire clients at UBS keen on turnaround opportunities
ALTERNATIVES APR 16, 2020
Billionaire clients at UBS keen on turnaround opportunities

The firm's sophisticated investors are looking at opportunities ranging from refinancing existing debt to addressing margin calls

By Bloomberg
Cash-value life insurance provides a safe harbor in the current storm
OPINION APR 16, 2020
Cash-value life insurance provides a safe harbor in the current storm

When equity markets are up and the economy is running smoothly, it’s easy to overlook the value of the downside protection you get from investing in life insurance

By Marc Schechter & Jordan Smith
Fed's ability to buy ETFs may ensure it never needs to
MUTUAL FUNDS APR 15, 2020
Fed's ability to buy ETFs may ensure it never needs to

The Fed's signal alone was enough to loosen the cash crunch that had been squeezing global credit markets

By Bloomberg
10 companies with the longest records of raising dividends
EQUITIES APR 15, 2020
10 companies with the longest records of raising dividends

While some companies have announced dividend cuts recently, others have long histories of making such payments

By Jeff Benjamin
Cash is king as investors flee bond funds, active equities in March
EQUITIES APR 15, 2020
Cash is king as investors flee bond funds, active equities in March

Outflows from fixed-income funds hit a record $240 billion last month, says Morningstar

By InvestmentNews
Gold digs in near seven-year high as ETFs swell again
MUTUAL FUNDS APR 15, 2020
Gold digs in near seven-year high as ETFs swell again

The precious metal is being supported by predictions of the deepest global recession in generations and expectations of prolonged stimulus efforts

By Bloomberg
By the Numbers: Mutual fund flows
MUTUAL FUNDS APR 15, 2020
By the Numbers: Mutual fund flows

InvestmentNews' Chief Content Officer George Moriarty looks at asset flows for equity and fixed-income funds during the first quarter

By InvestmentNews
IRI wants retirement plans at forefront of COVID-19 legislation
RETIREMENT PLANNING APR 14, 2020
IRI wants retirement plans at forefront of COVID-19 legislation

But an investor advocate sees the proposal as a ‘brazen effort’ to use the pandemic to promote the annuity sector

By Mark Schoeff Jr.
ETF investors go all-in on stimulus with $17 billion stock bet
MUTUAL FUNDS APR 13, 2020
ETF investors go all-in on stimulus with $17 billion stock bet

The health care sector leads equity ETF flows with almost $3 billion added

By Bloomberg
New York State fines pension risk transfer insurer $45 million
RETIREMENT PLANNING APR 13, 2020
New York State fines pension risk transfer insurer $45 million

The regulator says Athene Holding Ltd. sold insurance in the state without a license

By InvestmentNews
Goldman says U.S. stocks have probably bottomed
EQUITIES APR 13, 2020
Goldman says U.S. stocks have probably bottomed

The unprecedented support from policymakers and a flattening viral curve have 'dramatically' cut risks to both markets and the economy, strategists say

By Bloomberg
Annuities take center stage
LIFE INSURANCE AND ANNUITIES APR 12, 2020
Annuities take center stage

As the pandemic roils the financial markets, Americans increasingly seek the safety of guaranteed income as they enter their third act. But the rates and guarantees that have been selling points for annuities for years simply aren’t what they used to be.

By Emile Hallez
State Street delays shaking up world’s biggest ETF
MUTUAL FUNDS APR 10, 2020
State Street delays shaking up world’s biggest ETF

The asset manager is postponing rebalances on the SPDR S&P 500 ETF and almost 60 other funds

By Bloomberg
To spur lending, SEC loosens restrictions on business development companies
ALTERNATIVES APR 09, 2020
To spur lending, SEC loosens restrictions on business development companies

The regulator proposed easing calculations that determine asset coverage ratios, giving BDCs additional flexibility to issue securities

By Mark Schoeff Jr.