Investing

Displaying 16113 results
Advisers revisit bond ladders as rates rise
PRACTICE MANAGEMENT OCT 29, 2018
Advisers revisit bond ladders as rates rise

As interest rates head higher, pushing bond prices down, advisers seek safety in individual bonds.

By Jeff Benjamin
Ohio National offers new round of variable annuity buyouts
LIFE INSURANCE AND ANNUITIES OCT 29, 2018
Ohio National offers new round of variable annuity buyouts

Some experts believe the offer is related to the company's recent decision to discontinue trail commissions on some VAs.

By Greg Iacurci
Investors jump into ETFs that took a beating in the latest sell-off
EQUITIES OCT 29, 2018
Investors jump into ETFs that took a beating in the latest sell-off

Funds that track areas like small-cap stocks and semiconductor manufacturers are seeing inflows.

By Bloomberg
Rising interest rates fan fears over $14 trillion of corporate debt
EQUITIES OCT 26, 2018
Rising interest rates fan fears over $14 trillion of corporate debt

Debt payments could weigh increasingly on company profits, as well as the payouts they make to shareholders.

By Bloomberg
State insurance commissioners draft annuity sales rule
LIFE INSURANCE AND ANNUITIES OCT 26, 2018
State insurance commissioners draft annuity sales rule

But consumer advocate says proposal doesn't elevate standard beyond current suitability.

By Mark Schoeff Jr.
Sell-offs are normal, but this week shocked the pros
EQUITIES OCT 26, 2018
Sell-offs are normal, but this week shocked the pros

Market's moves seem to be ignoring the healthy economy and good earnings.

By Bloomberg
Investors shovel $4 billion into U.S. stock ETFs
EQUITIES OCT 25, 2018
Investors shovel $4 billion into U.S. stock ETFs

Flows into two big exchange-traded funds tracking the S&P 500 were the highest in over a month.

By Bloomberg
Morgan Stanley brokers will keep Ohio National annuity trail commissions
LIFE INSURANCE AND ANNUITIES OCT 25, 2018
Morgan Stanley brokers will keep Ohio National annuity trail commissions

The controversial elimination of trail compensation on certain VA contracts won't apply to this firm's brokers.

By Greg Iacurci
Fidelity ramps up 401(k) managed account distribution
RETIREMENT PLANNING OCT 25, 2018
Fidelity ramps up 401(k) managed account distribution

Company plans to bypass record keepers and ask plan sponsors directly if they will offer its managed accounts to retirement plan participants.

By Greg Iacurci
Stock market pullback brings out the buyers
EQUITIES OCT 24, 2018
Stock market pullback brings out the buyers

While some investors react with alarm to market decline, others see it as an opportunity to buy low

By Jeff Benjamin
The market doesn't care about positive earnings
EQUITIES OCT 24, 2018
The market doesn't care about positive earnings

Stocks are ignoring corporate earnings reports to focus on macro worries about rising rates and trade tensions.

By Bloomberg
Investing to sustain innovation
ALTERNATIVES OCT 23, 2018
Investing to sustain innovation

It's possible to invest directly in the individuals and communities that make creative enterprises possible.

By John K.S. Wilson
Wealth Enhancement Group buys second Philly-area RIA in as many months
RIA NEWS OCT 23, 2018
Wealth Enhancement Group buys second Philly-area RIA in as many months

Addition of $470 million GDM Advisory Group pushes Wealth Enhancement to $9.7 billion under management.

By Jeff Benjamin
Ohio National stokes adviser fears over annuity trail compensation
LIFE INSURANCE AND ANNUITIES OCT 23, 2018
Ohio National stokes adviser fears over annuity trail compensation

Advisers are concerned that Ohio National's "scorched-earth policy" may lead other insurers to take a similar action.

By Greg Iacurci
Is the endowment model relevant for individual investors?
EQUITIES OCT 22, 2018
Is the endowment model relevant for individual investors?

Endowments' use of alternatives could become more attractive to individuals given the returns expected on both stocks and bonds.

By Daniel Wildermuth
Unit investment trusts could take center stage amid market volatility
OPINION OCT 22, 2018
Unit investment trusts could take center stage amid market volatility

Given the way they're structured, UITs are a more targeted approach to investing than mutual funds or ETFs

By Dryden Pence
Best- and worst-performing international funds
MUTUAL FUNDS OCT 20, 2018
Best- and worst-performing international funds

By IN Research and Ellie Zhu
Best- and worst-performing fixed-income funds
MUTUAL FUNDS OCT 20, 2018
Best- and worst-performing fixed-income funds

By category, ranked by one-year total returns.

By John Goff
Best- and worst-performing equity funds
ALTERNATIVES OCT 20, 2018
Best- and worst-performing equity funds

By category, ranked by one-year total returns.

By mlanche
Cheap is great; free will usually cost you
OPINION OCT 19, 2018
Cheap is great; free will usually cost you

In the financial services industry, free simply doesn't exist. It can't.

By Barry Ritholtz