Investing

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Fidelity says retirees can expect to spend $285,000 on health care
RETIREMENT PLANNING APR 02, 2019
Fidelity says retirees can expect to spend $285,000 on health care

Annual study says total estimated cost has risen more slowly in past two years.

By Bloomberg
How mid-cap growth funds owned the first quarter
RIA NEWS APR 02, 2019
How mid-cap growth funds owned the first quarter

Investors who stayed put during the fourth-quarter market meltdown were rewarded by mid-cap managers.

By Jeff Benjamin
Is volatility coming?
EQUITIES APR 02, 2019
Is volatility coming?

The market rally is likely to be upended given the many potential macroeconomic and geopolitical flash points.

By Bloomberg
New annuities starting to address RMDs
RETIREMENT PLANNING APR 01, 2019
New annuities starting to address RMDs

Allianz's new indexed annuity could be a forerunner for how insurers will seek to keep assets in-house as baby boomers are forced to withdraw retirement savings.

By Greg Iacurci
Demand for growth stocks produces record inflows for ETF
EQUITIES APR 01, 2019
Demand for growth stocks produces record inflows for ETF

The SPDR Portfolio 500 Growth ETF took in nearly $630 million in March, the largest monthly inflow for the almost 19-year-old fund.

By Bloomberg
The hedger's opportunity
ALTERNATIVES APR 01, 2019
The hedger's opportunity

Using hedged positions can protect clients' portfolios if the market goes south.

By Jay Pestrichelli
Some mutual fund investors might unwittingly already own shares of Lyft
RIA NEWS MAR 28, 2019
Some mutual fund investors might unwittingly already own shares of Lyft

Fidelity Investments bought into the ride-sharing company ahead of the upcoming IPO.

By Jeff Benjamin
Latest price-war salvo pegs fees to low-risk performance
RIA NEWS MAR 28, 2019
Latest price-war salvo pegs fees to low-risk performance

Dallas-based asset manager road tests a fee model that might be too complex for some investors to grasp.

By Jeff Benjamin
Vanguard poised to top BlackRock in first-quarter U.S. ETF flows
ETFS MAR 27, 2019
Vanguard poised to top BlackRock in first-quarter U.S. ETF flows

Vanguard's exchange-traded funds have taken in $17 billion so far this year, while BlackRock has gathered $14 billion.

By Bloomberg
Jackson National loses top annuity sales spot to AIG
LIFE INSURANCE AND ANNUITIES MAR 26, 2019
Jackson National loses top annuity sales spot to AIG

A surge in fixed and indexed annuity sales last year helped AIG boost its annuity sales by $4.1 billion.

By Greg Iacurci
Bots are forging the next generation of index funds
FINTECH MAR 26, 2019
Bots are forging the next generation of index funds

At least 20 funds now claim to use artificial intelligence as a building block.

By Bloomberg
Beware misreading inverted yield curve
FIXED INCOME MAR 25, 2019
Beware misreading inverted yield curve

Pessimism about growth ignores major growth drivers such as solid labor market.

By Mohamed A. El-Erian
BlackRock invests in pot stock
MUTUAL FUNDS MAR 22, 2019
BlackRock invests in pot stock

Five of its funds are the largest institutional investor in Curaleaf, which recently struck a deal with CVS.

By Bloomberg
EQUITIES MAR 22, 2019
Big data: seeing investments in an entirely new way

Read more to find out how ESG data may help enhance long-term value and manage downside risk

By Gillian Albert
401(k) managed accounts becoming more diverse
RETIREMENT PLANNING MAR 21, 2019
401(k) managed accounts becoming more diverse

Empower's new product lets advisers select the underlying investments.

By Greg Iacurci
Brian Block continues his legal fight to stay out of prison
ALTERNATIVES MAR 21, 2019
Brian Block continues his legal fight to stay out of prison

A judge denied Mr. Block's motion for a new trial, but he wants another day in court.

By Bruce Kelly
Staying active in a year of volatility
FIXED INCOME MAR 21, 2019
Staying active in a year of volatility

Credit markets' ups and downs this year are likely to equal those seen last year, as investors determine the right balance of risk and protection.

By Gibson Smith
Ameriprise offloads $1.7 billion in fixed annuities
LIFE INSURANCE AND ANNUITIES MAR 20, 2019
Ameriprise offloads $1.7 billion in fixed annuities

Firm is trying to shift its business mix, freed up $200 million in capital.

By Greg Iacurci
As cash-back ETF hits funds market, signs of trouble appear
ETFS MAR 20, 2019
As cash-back ETF hits funds market, signs of trouble appear

Index funds have exploded into a $7 trillion industry, but the sector now faces slower asset growth and declining revenue from fees.

By Bloomberg
Carolyn McClanahan talks aging, prostates and going out of business
RETIREMENT PLANNING MAR 20, 2019
Carolyn McClanahan talks aging, prostates and going out of business

Most advisers have a tough time discussing health issues with clients — and that imperils them.

By Greg Iacurci