Investing

Displaying 16106 results
It's not a stock … it's not a bond
LIFE INSURANCE AND ANNUITIES FEB 15, 2019
It's not a stock … it's not a bond

Fixed indexed annuities are an insured asset class unto themselves.

By Mark Fitzgerald
Life is brutish and short for new ETFs
OPINION FEB 15, 2019
Life is brutish and short for new ETFs

But a memorable stock ticker can give exchange-traded funds a boost.

By Barry Ritholtz
Finra catches Kestra Financial overcharging customers
INDEPENDENT BROKER DEALERS FEB 14, 2019
Finra catches Kestra Financial overcharging customers

IBD agrees to repay customers $1.9 million in addition to a $225,000 fine

By Jeff Benjamin
Financial advisers head to cash as stocks move up
RIA NEWS FEB 14, 2019
Financial advisers head to cash as stocks move up

Bigger cash weightings reveal a preference for safety over returns as the bull market ages

By Jeff Benjamin
The only certainty is death, taxes, and muni advantages
OPINION FEB 14, 2019
The only certainty is death, taxes, and muni advantages

Readers are flocking to stories on tax-free munis — but why?

By Brian Chappatta
Convergence of retirement planning and employee benefits is here
RETIREMENT PLANNING FEB 13, 2019
Convergence of retirement planning and employee benefits is here

It's all about convergence, and those who leverage it will reap the rewards

By Fred Barstein
Schwab, Fidelity expand commission-free ETF trading
ETFS FEB 12, 2019
Schwab, Fidelity expand commission-free ETF trading

Both will now offer more than 500 exchange-traded funds on a commission-free basis.

By Jeff Benjamin
Zero-fee ETFs are the elephant in the room at industry summit
MUTUAL FUNDS FEB 11, 2019
Zero-fee ETFs are the elephant in the room at industry summit

ETF fees have fallen, but so far no providers have matched Fidelity's offer of free mutual funds

By Bloomberg
The true cost of passive investing
MUTUAL FUNDS FEB 11, 2019
The true cost of passive investing

Investors need an active money manager for one simple reason: to protect them from themselves

By Scott Schermerhorn
Jackson National looks to expand distribution of fee-only annuities
RIA NEWS FEB 11, 2019
Jackson National looks to expand distribution of fee-only annuities

Insurer partners with DPL Financial's insurance network to distribute annuity products through independent RIAs.

By Greg Iacurci
WisdomTree said to have explored sale to JPMorgan Chase
MUTUAL FUNDS FEB 11, 2019
WisdomTree said to have explored sale to JPMorgan Chase

Discussions ended in December because the parties couldn't agree on a price.

By Bloomberg
Legg Mason to close a quarter of its ETFs
MUTUAL FUNDS FEB 08, 2019
Legg Mason to close a quarter of its ETFs

The firm is shutting three funds next month following a review of its product lineup.

By Bloomberg
Stock pickers are excited as passive funds shed $16 billion
EMERGING MARKETS FEB 08, 2019
Stock pickers are excited as passive funds shed $16 billion

Investors are moving out of ETFs to buy single stocks, with active bets seen as the key to outperformance.

By Bloomberg
Fidelity adds bond, multi-asset choices to model portfolios
FIXED INCOME FEB 07, 2019
Fidelity adds bond, multi-asset choices to model portfolios

These are the first models to include exchange-traded funds.

By InvestmentNews
Great-West Life taps Edmund Murphy to succeed Robert Reynolds as CEO
LIFE INSURANCE AND ANNUITIES FEB 07, 2019
Great-West Life taps Edmund Murphy to succeed Robert Reynolds as CEO

Reynolds becomes chairman of Great-West Lifeco US

By InvestmentNews
Annuities group signs up for Rolling Stones tour
LIFE INSURANCE AND ANNUITIES FEB 07, 2019
Annuities group signs up for Rolling Stones tour

The Alliance for Lifetime Income will be sole sponsor of the band's shows in the U.S. this year.

By InvestmentNews
Retirement savings bill re-introduced in House with bipartisan backing
RETIREMENT PLANNING FEB 06, 2019
Retirement savings bill re-introduced in House with bipartisan backing

RESA measure would help small businesses offer 401(k) plans, ease use of annuities.

By Mark Schoeff Jr.
Genworth diverts $327 million to shore up long-term-care insurance
RETIREMENT PLANNING FEB 06, 2019
Genworth diverts $327 million to shore up long-term-care insurance

Firm also raised premiums an average 53% last year through the third quarter for some policyholders.

By Greg Iacurci
Vanguard defends the value of active bond funds
OPINION FEB 06, 2019
Vanguard defends the value of active bond funds

When it comes to fixed income, active management helps investors avoid the inherent biases of bond indexes.

By Brian Chappatta
Trump State of the Union: What advisers want to hear
RETIREMENT PLANNING FEB 05, 2019
Trump State of the Union: What advisers want to hear

Some say he should take credit for the economy, others want him to reach across the aisle on taxes and health care.

By Mark Schoeff Jr.