Investing

Displaying 16106 results
Should financial advisers be paying more attention to private equity?
ALTERNATIVES JUN 24, 2019
Should financial advisers be paying more attention to private equity?

While Vanguard denies reports it is jumping into the space, there is appeal among some investors for noncorrelated fund options.

By Jeff Benjamin
GPB Capital reports decline in value of two biggest funds
ALTERNATIVES JUN 21, 2019
GPB Capital reports decline in value of two biggest funds

One has dropped by 25.4% and the other by 39%, according to the company.

By Bruce Kelly
Fed signal sends advisers into fixed-income scramble
RIA NEWS JUN 21, 2019
Fed signal sends advisers into fixed-income scramble

Prospect of the first interest-rate cut in 10 years has some advisers fearing recession.

By Jeff Benjamin
Weatherbie team turns Alger fund into a top performer
MUTUAL FUNDS JUN 20, 2019
Weatherbie team turns Alger fund into a top performer

Portfolio manager Joshua Bennett tells InvestmentNews how the 'Weatherbie 50' helped the Alger SMid Cap Focus Fund find its groove.

By Jeff Benjamin
Galvin plans sweep over pot-related investment fundraising
EMERGING MARKETS JUN 19, 2019
Galvin plans sweep over pot-related investment fundraising

Massachusetts securities cop sees uptick in marijuana-related fraud cases.

By InvestmentNews
4 things to look for when picking an ESG manager
RIA NEWS JUN 19, 2019
4 things to look for when picking an ESG manager

The challenge is identifying which ESG products are leveraging meaningful data and analysis in a thoughtful way, consistent with the investor's philosophy.

By Mamadou-Abou Sarr
Tax considerations when gifting stock
MUTUAL FUNDS JUN 19, 2019
Tax considerations when gifting stock

Before gifting stocks to friends and family, investors and advisors should consider the tax implications.

By Ramon Berenguer
DoubleLine CEO Gundlach sees golden opportunity to hedge market risk
RIA NEWS JUN 19, 2019
DoubleLine CEO Gundlach sees golden opportunity to hedge market risk

Slowing economy and a nervous Fed have advisers rethinking the controversial metal.

By Jeff Benjamin
SEC exploring how to give more investors access to private placements
ALTERNATIVES JUN 18, 2019
SEC exploring how to give more investors access to private placements

Agency seeks comment on easing limits on eligibility, investment amounts.

By Mark Schoeff Jr.
Tapping into the anomaly of low-volatility investing
RIA NEWS JUN 18, 2019
Tapping into the anomaly of low-volatility investing

Such strategies challenge the principles of risk and reward.

By Jeff Benjamin
ETF traders push back against proposal for bond reporting lag
ETFS JUN 17, 2019
ETF traders push back against proposal for bond reporting lag

Reducing transparency around corporate debt transactions could raise risks for ETF traders and boost costs for investors.

By Bloomberg
Target-date fund design may be wrong for retirees
RETIREMENT PLANNING JUN 17, 2019
Target-date fund design may be wrong for retirees

Researchers suggest the funds don't adequately hedge against sequence-of-returns risk in retirement.

By Greg Iacurci
Fidelity's National Financial raises more questions about GPB private placements
ALTERNATIVES JUN 17, 2019
Fidelity's National Financial raises more questions about GPB private placements

No clear value to GPB securities puts them at odds with firm's policy over alternative investments.

By Bruce Kelly
Wealthy families are adding forests to their portfolios
ALTERNATIVES JUN 17, 2019
Wealthy families are adding forests to their portfolios

Bank of America's Specialty Asset Management group manages $13.6 billion for individuals and institutions looking for timberland, farms, ranches, energy interests, or real estate.

By Lananh Nguyen
Some plan sponsors may need a nudge about HSA rollovers
RETIREMENT PLANNING JUN 15, 2019
Some plan sponsors may need a nudge about HSA rollovers

Multiple accounts at previous employers diminishes the feasibility of these accounts

By crain-api
Lessons for those 'graduating' to retirement
OPINION JUN 13, 2019
Lessons for those 'graduating' to retirement

For many retirees, the struggle isn't having enough money, but confidently spending what they've worked so hard to accumulate.

By Philip E. Caminiti
BlackRock: Focus on ETF quality, rather than cost
ETFS JUN 13, 2019
BlackRock: Focus on ETF quality, rather than cost

Asset manager plans to roll out thematic funds based on five 'megatrends.'

By Bloomberg
Fixed-income focus: Beware ending up with the 'ultra-short' straw
OPINION JUN 12, 2019
Fixed-income focus: Beware ending up with the 'ultra-short' straw

Given the changing outlook on Federal Reserve rate moves, fixed-income decisions taken last year warrant a rethink.

By Gautam Khanna
Betterment offering automated investing and advice for Optum Bank HSA
RETIREMENT PLANNING JUN 12, 2019
Betterment offering automated investing and advice for Optum Bank HSA

The partnership connects the robo with 3 million customers and $9 billion in Optum's HSAs.

By Ryan W. Neal
As market indicators go, the president trumps everything
RIA NEWS JUN 06, 2019
As market indicators go, the president trumps everything

Quantifying news reports about Trump can help predict where markets are heading.

By Jeff Benjamin