Investing

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Market volatility brings alternative investments back into focus
RIA NEWS OCT 19, 2018
Market volatility brings alternative investments back into focus

Asset managers struggle to get investors on board before it's too late.

By Jeff Benjamin
Paul Allen's $26 billion estate could take years to unravel
RETIREMENT PLANNING OCT 18, 2018
Paul Allen's $26 billion estate could take years to unravel

Microsoft co-founder's holdings akin to 'a major corporation.'

By Bloomberg
RIA consolidation on pace for sixth straight record year
RIA NEWS OCT 18, 2018
RIA consolidation on pace for sixth straight record year

Private-equity investors continue to drive M&A activity.

By Jeff Benjamin
Tech turnaround might seem familiar to whipsawed investors
MUTUAL FUNDS OCT 17, 2018
Tech turnaround might seem familiar to whipsawed investors

Biggest ETF tracking the Nasdaq 100 has experienced five sell-offs so far this year.

By Bloomberg
New ETF team at Bank of America picks funds
ETFS OCT 17, 2018
New ETF team at Bank of America picks funds

Just last year, a new law lifted a U.S. regulatory ban on brokers putting buy or sell ratings on exchange-traded funds.

By Bloomberg
Investors increasingly bearish on global growth
EQUITIES OCT 16, 2018
Investors increasingly bearish on global growth

Survey of fund managers shows high level of bearishness.

By Bloomberg
ETF investors are rewriting the rules on hedging risk
EQUITIES OCT 16, 2018
ETF investors are rewriting the rules on hedging risk

Amid rising rates and a stock sell-off, traders head to safety via routes like utilities and ultra-short fixed income.

By Bloomberg
Providing incentives for annuities within retirement plans
RETIREMENT PLANNING OCT 15, 2018
Providing incentives for annuities within retirement plans

To mature into a strong safety net, plans need to be able to deliver guaranteed lifetime income.

By Bloomberg
Largest financials ETF sees outflows
MUTUAL FUNDS OCT 15, 2018
Largest financials ETF sees outflows

Investors head out as bank earnings kick in

By Bloomberg
Earnings fail to rescue equity bulls
EQUITIES OCT 15, 2018
Earnings fail to rescue equity bulls

Even companies that posted better-than-expected results have underperformed.

By Bloomberg
How to survive the crash
EQUITIES OCT 15, 2018
How to survive the crash

No matter what the market is doing, this is where advisers shine and robos fade.

By Stephen Gresham
After Ohio National decision, the fine print of annuity trails is now a must-read
LIFE INSURANCE AND ANNUITIES OCT 13, 2018
After Ohio National decision, the fine print of annuity trails is now a must-read

Broker-dealers are questioning Ohio National Financial Services' decision to terminate service agreements, and rest assured they will demand more commission protections in future contracts.

By crain-api
How markets will likely react to a change in congressional power
EQUITIES OCT 13, 2018
How markets will likely react to a change in congressional power

History is an excellent guide to what advisers can expect during and after the midterm elections.

By Jeff Benjamin
Wealthfront risk parity fund accused of underperforming
FINTECH OCT 12, 2018
Wealthfront risk parity fund accused of underperforming

Criticism mounts but robo-adviser defends its strategy.

By Ryan W. Neal
2019 Medicare premiums announced
RETIREMENT PLANNING OCT 12, 2018
2019 Medicare premiums announced

Slight increase in Part B premium to $135.50 per month is in line with expectations.

By Mary Beth Franklin
What can go wrong when stocks and bonds fall together
EQUITIES OCT 12, 2018
What can go wrong when stocks and bonds fall together

Correlated move by the two markets may signal more problems to come.

By Bloomberg
Vanguard experiences technical problems during Wednesday sell-off
FINTECH OCT 11, 2018
Vanguard experiences technical problems during Wednesday sell-off

Some customers had a hard time accessing the mutual fund firm's website as stocks plunged.

By Bloomberg
Market slide awakens nervous investors, puts advisers back to work
MUTUAL FUNDS OCT 11, 2018
Market slide awakens nervous investors, puts advisers back to work

Some reach out to clients who need hand-holding, while others see decline as opportunity to drum up new business.

By Jeff Benjamin
Market forecasters dissect the sell-off
EQUITIES OCT 11, 2018
Market forecasters dissect the sell-off

Stocks slide follows a very subdued third quarter

By InvestmentNews
Stocks slide deepens, with Dow off almost 600 points
EQUITIES OCT 10, 2018
Stocks slide deepens, with Dow off almost 600 points

Rising interest rates and renewed fears of trade war hit markets.

By Bloomberg