Investing

Displaying 16374 results
Wealthfront has courted controversy with risk-parity fund
FINTECH MAY 28, 2019
Wealthfront has courted controversy with risk-parity fund

Critics see a volatile product that has underperformed benchmarks and contains difficult-to-understand costs.

By Bloomberg
Are China trade tensions a concern among your clients?
EMERGING MARKETS MAY 28, 2019
Are China trade tensions a concern among your clients?

The situation goes beyond tariff increases, so be ready to explain why China matters to the U.S. economy and investors.

By Liz Skinner
Mohamed El-Erian named president of Queens' College at Cambridge University
LIFE INSURANCE AND ANNUITIES MAY 28, 2019
Mohamed El-Erian named president of Queens' College at Cambridge University

The chief economic adviser at Allianz will take up the position at Cambridge in October 2020, succeeding John Eatwell.

By Bloomberg
How to battle sequence-of-returns risk
RETIREMENT PLANNING MAY 25, 2019
How to battle sequence-of-returns risk

Retiring during the longest-running bull market in history can be scary, as some begin to wonder when the good times will end.

By Mary Beth Franklin
House passes SECURE retirement bill with massive bipartisan support
RETIREMENT PLANNING MAY 23, 2019
House passes SECURE retirement bill with massive bipartisan support

The measure allows small employers to band together to offer plans and raises the RMD age. Another provision eases use of annuities in 401(k)s, which critics say goes too far

By Greg Iacurci
Trade-war threat presents opportunities for energy investments
MUTUAL FUNDS MAY 23, 2019
Trade-war threat presents opportunities for energy investments

Master limited partnerships are riding high.

By Jeff Benjamin
How one adviser is getting ahead of the hot IPO market
RIA NEWS MAY 22, 2019
How one adviser is getting ahead of the hot IPO market

Fund will tackle the risks and rewards of buying companies before they go public.

By Jeff Benjamin
Variable annuities lose more ground to fixed annuities
LIFE INSURANCE AND ANNUITIES MAY 21, 2019
Variable annuities lose more ground to fixed annuities

Market gyrations put a dent in quarterly VA sales.

By Greg Iacurci
How ETF investors are playing trade tensions
ETFS MAY 20, 2019
How ETF investors are playing trade tensions

They're exiting funds that focus on Chinese tech companies and shorting the S&P 500.

By Bloomberg
The growth of factor-based investing
MUTUAL FUNDS MAY 18, 2019
The growth of factor-based investing

Advisers are making decisions about clients' portfolios by using the same characteristics that govern factor-based ETFs.

By Jeff Benjamin
Ladenburg looking at student loans, impact investing, health care for future fintech investments
RETIREMENT PLANNING MAY 17, 2019
Ladenburg looking at student loans, impact investing, health care for future fintech investments

At its second Innovation Symposium, the firm considered which issues will affect the future of financial advice.

By Ryan W. Neal
LTC insurer offering co-pays to blunt soaring premium increases
RETIREMENT PLANNING MAY 16, 2019
LTC insurer offering co-pays to blunt soaring premium increases

John Hancock policyholders would get a discount on their premium in return for agreeing to pay a bigger portion of their claims in the future.

By Greg Iacurci
Grim milestone for active management
EQUITIES MAY 16, 2019
Grim milestone for active management

Passive investments makes an historic claim to market share dominance of U.S. equity fund assets

By Jeff Benjamin
Uber IPO flop is coming to an ETF near you
ETFS MAY 15, 2019
Uber IPO flop is coming to an ETF near you

Two exchange-traded funds focus on newly listed companies.

By Bloomberg
Fate worse than zero hits fund land
ETFS MAY 15, 2019
Fate worse than zero hits fund land

A survey shows younger investors embrace passive funds, suggesting the downward pressure on fees will continue.

By Mark Gilbert
Capital Group, bastion of active management, rebounds to $1.9 trillion
MUTUAL FUNDS MAY 14, 2019
Capital Group, bastion of active management, rebounds to $1.9 trillion

American Funds sponsor still faces uncertain future as investors flock to low-cost, passive investing.

By Bloomberg
Small-cap stocks bear the brunt of trade dispute
EQUITIES MAY 13, 2019
Small-cap stocks bear the brunt of trade dispute

Contrary to popular thinking, smaller companies prove most vulnerable to geopolitical wrangling.

By Jeff Benjamin
Markets tumble as trade war escalates
EQUITIES MAY 13, 2019
Markets tumble as trade war escalates

The S&P headed for the biggest slide in four months and the Dow slumped more than 500 points after China targeted some of the nation's biggest exporters.

By Bloomberg
Kyle Weaver of Fidelity pursues deep value in secular themes
EQUITIES MAY 13, 2019
Kyle Weaver of Fidelity pursues deep value in secular themes

High-performing growth fund includes pre-IPO Juul among its top holdings.

By Jeff Benjamin
ETF investors see gyrating markets over next six months
MUTUAL FUNDS MAY 10, 2019
ETF investors see gyrating markets over next six months

Schwab study finds ETF investors view vehicle as way to manage volatility.

By InvestmentNews