Investing

Displaying 16106 results
State Street fires another salvo in the ETF fee war
MUTUAL FUNDS SEP 19, 2019
State Street fires another salvo in the ETF fee war

Company rebrands seven funds and adds them to its popular low-fee ETF suite.

By Jeff Benjamin
Proposal for Bitcoin ETF withdrawn by Cboe, VanEck SolidX
FINTECH SEP 18, 2019
Proposal for Bitcoin ETF withdrawn by Cboe, VanEck SolidX

The investment vehicle would only have been available to institutional investors

By Bloomberg
Robert Moore is back. And he's focused on REITs
ALTERNATIVES SEP 18, 2019
Robert Moore is back. And he's focused on REITs

Cetera's former CEO launches new fund but he won't be working full-time.

By Bruce Kelly
Goldman uses JPMorgan's own tactics against it in ETF battle
ETFS SEP 17, 2019
Goldman uses JPMorgan's own tactics against it in ETF battle

Its acquisition of United Capital could play into Goldman's "bring-your-own-assets" strategy to build its ETF business

By Bloomberg
Private-equity firm acquires stake in Mercer Advisors
RIA NEWS SEP 17, 2019
Private-equity firm acquires stake in Mercer Advisors

Genstar will remain an investor and partner in Mercer.

By Ryan W. Neal
BlackRock, Vanguard accused of opposing shareholder efforts on climate
MUTUAL FUNDS SEP 17, 2019
BlackRock, Vanguard accused of opposing shareholder efforts on climate

The two asset managers voted against at least 16 climate-related shareholder proposals on which their vote in favor would have given the measures majority support

By Bloomberg
Funding an HSA with an IRA
RETIREMENT PLANNING SEP 17, 2019
Funding an HSA with an IRA

Although the ability to move funds from an IRA to an HSA is limited, it can be a valuable way to deploy IRA funds.

By Jamie Hopkins
Jackson National to reintroduce fee-based annuities in New York
LIFE INSURANCE AND ANNUITIES SEP 16, 2019
Jackson National to reintroduce fee-based annuities in New York

The No. 2 seller of annuity products was reassured by new guidance issued by New York regulators.

By Greg Iacurci
Rich families pour wealth into ESG investments
ALTERNATIVES SEP 16, 2019
Rich families pour wealth into ESG investments

More family offices are poised to integrate ESG and impact as millennial heirs inherit fortunes

By Bloomberg
Medicare IRMAA surcharges to be adjusted for inflation in 2020
RETIREMENT PLANNING SEP 16, 2019
Medicare IRMAA surcharges to be adjusted for inflation in 2020

Indexing will slow the rise in Medicare premiums for some retirees.

By Mary Beth Franklin
Millennials finally ready to invest sustainably
ALTERNATIVES SEP 13, 2019
Millennials finally ready to invest sustainably

The 41% who said they have invested in companies or funds targeting positive social and environmental outcomes is close to the 47% who said they check product packaging to ensure sustainability.

By Bloomberg
SEC continues to see problems with advisers selecting too-expensive share classes
MUTUAL FUNDS SEP 13, 2019
SEC continues to see problems with advisers selecting too-expensive share classes

More than 18 months after the launch of its crackdown, agency exams show message isn't getting through.

By Mark Schoeff Jr.
Once again, GPB delays release of audited financial statements
ALTERNATIVES SEP 12, 2019
Once again, GPB delays release of audited financial statements

After raising $1.8 billion, GPB fails to deliver information to investors.

By Bruce Kelly
Lincoln, other insurers likely to backtrack on New York annuity pullback
LIFE INSURANCE AND ANNUITIES SEP 12, 2019
Lincoln, other insurers likely to backtrack on New York annuity pullback

New York regulators issued new guidance that puts the industry at ease.

By Greg Iacurci
Trump ups pressure on Fed, seeking rates of zero 'or less'
FIXED INCOME SEP 11, 2019
Trump ups pressure on Fed, seeking rates of zero 'or less'

The president's tweets suggest lower rates would allow the U.S. to refinance its outstanding debt.

By Bloomberg
How gold could replace bonds as a portfolio diversifier
EQUITIES SEP 11, 2019
How gold could replace bonds as a portfolio diversifier

Looking past the precious metal's volatile performance to its lack of correlation with other investments.

By Jeff Benjamin
The SEC botched title reform. New York got it right
LIFE INSURANCE AND ANNUITIES SEP 11, 2019
The SEC botched title reform. New York got it right

The SEC backed off a promising provision in its proposed rule, while New York takes on use of misleading titles in no uncertain terms.

By Greg Iacurci
Nicholas Schorsch's former flagship REIT settles with investors for $1 billion
ALTERNATIVES SEP 09, 2019
Nicholas Schorsch's former flagship REIT settles with investors for $1 billion

Mr. Schorsch's firm, American Realty Capital, will kick in $225 million as part of the settlement.

By Bruce Kelly
When strong performance sends ETF investors to the exits
RIA NEWS SEP 06, 2019
When strong performance sends ETF investors to the exits

Investors are bailing out of concentrated ETF strategies in favor of safety and diversification.

By Jeff Benjamin
Advisor Group new bonus program falls short for some advisers
ALTERNATIVES SEP 06, 2019
Advisor Group new bonus program falls short for some advisers

Some of the broker-dealer networks 7,000 advisers are underwhelmed by offer.

By Bruce Kelly