Investing

Displaying 16106 results
2019 Lipper Awards: Faith-based fund takes a starring role
MUTUAL FUNDS MAR 07, 2019
2019 Lipper Awards: Faith-based fund takes a starring role

Annual awards recognize more than 300 funds for performance.

By Jeff Benjamin
GE expects $1.7 billion in rate increases for long-term care policies
RETIREMENT PLANNING MAR 07, 2019
GE expects $1.7 billion in rate increases for long-term care policies

The announcement comes a year after GE said it would need to inject roughly $15 billion to shore up its long-term care reserves.

By Greg Iacurci
Interactive list of 2019 Lipper fund award winners
MUTUAL FUNDS MAR 07, 2019
Interactive list of 2019 Lipper fund award winners

Full listing of all the funds honored, across all years of return and by category

By Ellie Zhu
10 things to know about TDFs
RETIREMENT PLANNING MAR 06, 2019
10 things to know about TDFs

Teaser, 120-160 characters: If you're investing in a TDF, remember to choose your target date carefully.

By Jonathan Russell
Risk-averse investors push advisers to their creative limits
RIA NEWS MAR 06, 2019
Risk-averse investors push advisers to their creative limits

Financial advisers get creative to keep their conservative clients from losing ground to inflation.

By Jeff Benjamin
Scrutiny of stock buybacks intensifies as Democrat threatens bill
EQUITIES MAR 06, 2019
Scrutiny of stock buybacks intensifies as Democrat threatens bill

Maryland senator wants the SEC to make it harder for corporate executives to sell shares right after buyback announcements.

By Bloomberg
4 reasons 401(k) advisers should partner with a benefits broker
RETIREMENT PLANNING MAR 05, 2019
4 reasons 401(k) advisers should partner with a benefits broker

Advisers can deliver more value to a client in a world of increasingly integrated health and retirement benefits.

By Aaron Pottichen
Finra disciplinary actions packed $107,000 average punch in 2018
LIFE INSURANCE AND ANNUITIES MAR 04, 2019
Finra disciplinary actions packed $107,000 average punch in 2018

By InvestmentNews
GPB Capital Holdings now focus of FBI investigation
ALTERNATIVES MAR 04, 2019
GPB Capital Holdings now focus of FBI investigation

Agency's inquiry follows SEC and Finra investigations into private placement firm, which has raised $1.8 billion from wealthy investors.

By Bruce Kelly
Vanguard share of target-date fund market becoming 'obscene'
RETIREMENT PLANNING MAR 04, 2019
Vanguard share of target-date fund market becoming 'obscene'

The fund giant has ridden the wave of investors seeking lower costs, primarily as a result of retirement-plan lawsuits.

By Greg Iacurci
Vanguard using ETF portfolios to turn advisers into life coaches
ETFS MAR 01, 2019
Vanguard using ETF portfolios to turn advisers into life coaches

The portfolios give advisers more time for the increasingly important task of reassuring jittery clients.

By Bloomberg
Vanguard lowers fees on some ETFs
ETFS MAR 01, 2019
Vanguard lowers fees on some ETFs

In the latest round of the ETF price war, Vanguard pushes cost of its S&P 500 ETF below that of similar offerings from BlackRock, State Street

By Bloomberg
One of Wall Street's most popular trading strategies is failing
ALTERNATIVES MAR 01, 2019
One of Wall Street's most popular trading strategies is failing

Trend-following quant investing strategies were baffled by the markets' ups and downs last year

By Bloomberg
Morningstar brings Pimco flagship fund down down a peg
MUTUAL FUNDS MAR 01, 2019
Morningstar brings Pimco flagship fund down down a peg

The 32-year-old Pimco Total Return Fund, made famous by Bill Gross, is cut to three stars.

By Jeff Benjamin
HSA assets should hit $75 billion by end of 2020, study projects
RETIREMENT PLANNING FEB 28, 2019
HSA assets should hit $75 billion by end of 2020, study projects

Researcher Devenir says number of accounts grew 13% last year to 25 million.

By InvestmentNews
`Investing on steroids' pays off as thematic ETFs outperform
ETFS FEB 28, 2019
`Investing on steroids' pays off as thematic ETFs outperform

Funds focused on solar power, marijuana and clean energy have gotten off to a strong start this year.

By Bloomberg
RIA NEWS FEB 28, 2019
March 9, 2009: Financial advisers share lessons, scars from rock bottom

As the day approached, advisers felt the pressure and clients lost patience.

By Jeff Benjamin
Fidelity says it fully discloses fund fees in 401(k) plans
RETIREMENT PLANNING FEB 27, 2019
Fidelity says it fully discloses fund fees in 401(k) plans

Department of Labor is allegedly investigating asset manager's infrastructure fee that is the focus of a 401(k) lawsuit.

By Bloomberg
Democrats offer `Medicare for All' bill to transform health care
RETIREMENT PLANNING FEB 27, 2019
Democrats offer `Medicare for All' bill to transform health care

Measure would replace almost all private health insurance.

By Bloomberg
Are the economics of active management becoming unsustainable?
RETIREMENT PLANNING FEB 27, 2019
Are the economics of active management becoming unsustainable?

Fidelity called the viability of a major fund platform into question, according to a report.

By Greg Iacurci