Investing

Displaying 16352 results
Goldman says S&P can surpass 3,600
EQUITIES AUG 14, 2020
Goldman says S&P can surpass 3,600

The potential for an early vaccine and the outlook for U.S. growth mean there's room for stocks to go higher, analysts say

By Bloomberg
McKinsey settles 401(k) suit for $39.5 million
RETIREMENT PLANNING AUG 13, 2020
McKinsey settles 401(k) suit for $39.5 million

Huntington Bancshares also settles a retirement plan lawsuit, while American Airlines sees a surprise win

By Emile Hallez
Remote work trend drives performance of thematic ETFs
PRACTICE MANAGEMENT AUG 13, 2020
Remote work trend drives performance of thematic ETFs

Exchange-traded funds that focus on cloud computing and cybersecurity are having a good year

By Jeff Benjamin
Fidelity launches digital fixed-income trading tool for advisers
FINTECH AUG 13, 2020
Fidelity launches digital fixed-income trading tool for advisers

Bond Beacon integrates existing technology allowing advisers to manage pre-trade, at-trade and post-trade fixed-income holdings via one interface

By Nicole Casperson
The real risk of bonds
OPINION AUG 12, 2020
The real risk of bonds

Stretching for yield in this interest-rate environment is a recipe for disaster

By JD Gardner
Move to convert mutual funds into ETFs picks up steam
MUTUAL FUNDS AUG 12, 2020
Move to convert mutual funds into ETFs picks up steam

Guinness Atkinson Funds has filed to convert its Alternative Energy fund into an ETF, the third product the firm has applied to switch

By Bloomberg
Annuities and the 'great retirement reset'
RETIREMENT PLANNING AUG 10, 2020
Annuities and the 'great retirement reset'

As COVID-19 has interrupted the retirement plans of millions, these products can play a role in their planning going forward, insurance execs said at the Retirement Income Summit

By Emile Hallez
Can buffered ETFs help clients ride out the storms?
RIA NEWS AUG 07, 2020
Can buffered ETFs help clients ride out the storms?

There's a growing appeal for the downside protection the products provide, but there's also a downside to that protection

By Jeff Benjamin
Planned CLO funds could be risky for retail investors, executive says
MUTUAL FUNDS AUG 07, 2020
Planned CLO funds could be risky for retail investors, executive says

ETFs that invest in collateralized loan obligations, such as the one Janus Henderson is proposing, may trip up individuals

By Bloomberg
Tough sledding for equity funds in COVID-19's wake: Cerulli
EQUITIES AUG 06, 2020
Tough sledding for equity funds in COVID-19's wake: Cerulli

The forecast has stock funds losing share to bonds and money market funds over the next five years

By Jeff Benjamin
Duo managing $200 million at Northwestern Mutual go indie with LPL
INDEPENDENT BROKER DEALERS AUG 06, 2020
Duo managing $200 million at Northwestern Mutual go indie with LPL

Scott Dudley and David McQuade form Stirling Financial Group in San Diego

By InvestmentNews
SEC proposes increasing transparency of mutual fund, ETF reports
ETFS AUG 05, 2020
SEC proposes increasing transparency of mutual fund, ETF reports

Regulation would require ‘concise, visually engaging’ shareholder reports that help investors understand fees, risks and performance

By Mark Schoeff Jr.
Retail investors interested in alternatives
ALTERNATIVES AUG 05, 2020
Retail investors interested in alternatives

Younger investors like bitcoin, while older investors go for gold, JPMorgan says

By Bloomberg
ETF assets hit record as investors dump mutual funds
MUTUAL FUNDS AUG 04, 2020
ETF assets hit record as investors dump mutual funds

Exchange-traded funds saw $248 billion in net inflows so far this year, while mutual funds had $34 billion in outflows

By Bloomberg
Trade association pushes retirement savings provisions for next COVID relief bill
RETIREMENT PLANNING AUG 04, 2020
Trade association pushes retirement savings provisions for next COVID relief bill

The Insured Retirement Institute calls for raising RMD age, allowing catch-up retirement contributions

By Mark Schoeff Jr.
House approves funding bill with provision to kill SEC's private markets proposal
RETIREMENT PLANNING AUG 03, 2020
House approves funding bill with provision to kill SEC's private markets proposal

Advocates for alternative investments oppose the provision, which is not likely to survive in the Senate

By Mark Schoeff Jr.
Surge in SPACs inspires blank-check ETF
MUTUAL FUNDS AUG 03, 2020
Surge in SPACs inspires blank-check ETF

A new exchange-traded fund will track shares of companies that listed on exchanges by merging with special purpose acquisition companies

By Bloomberg
Low bond yields test 60/40 asset allocation
EQUITIES AUG 03, 2020
Low bond yields test 60/40 asset allocation

Alternative assets and private markets may help boost portfolio returns

By Bloomberg
Brokerage, insurance firms raise concerns about DOL advice proposal
RETIREMENT PLANNING JUL 31, 2020
Brokerage, insurance firms raise concerns about DOL advice proposal

The rewrite of the vacated Obama fiduciary rule also draws criticism from investor advocates

By Mark Schoeff Jr.
State Street gold ETF is cash machine
MUTUAL FUNDS JUL 31, 2020
State Street gold ETF is cash machine

The fund is now making more money than any other product in the $4.6 trillion U.S. ETF market

By Bloomberg