Investing

Displaying 16114 results
Investors pour money into ETF ahead of index reorganization
ETFS SEP 19, 2018
Investors pour money into ETF ahead of index reorganization

Impending change benefits State Street's communications exchange-traded fund.

By Bloomberg
Bank of America to sell alternative operations with $20 billion to iCapital
ALTERNATIVES SEP 19, 2018
Bank of America to sell alternative operations with $20 billion to iCapital

The operations for feeder funds pool client money to invest in hedge funds and private equity.

By Bloomberg
Universal life insurance lawsuits underscore product risk
LIFE INSURANCE AND ANNUITIES SEP 19, 2018
Universal life insurance lawsuits underscore product risk

Universal life insurance lawsuits may cause you to rethink your policy.

By Jonathan Russell
Western & Southern buys Gerber Life Insurance in $1.55 billion deal
LIFE INSURANCE AND ANNUITIES SEP 18, 2018
Western & Southern buys Gerber Life Insurance in $1.55 billion deal

Gerber Life has $52 billion of life insurance in force and covers 3.6 million policies for individuals.

By Greg Iacurci
Seeking small-cap value in a momentum-driven market
EQUITIES SEP 18, 2018
Seeking small-cap value in a momentum-driven market

Fed moves are among the factors that could put an end to the rally in small caps.

By Daniel Hughes
How to get investors excited about ESG ETFs
ETFS SEP 18, 2018
How to get investors excited about ESG ETFs

Funds focused on socially responsible investing hold just 0.2% of all ETF assets, but there are steps providers can take to rev up interest.

By Eric Balchunas
Advisers warn against fleeing stocks in favor of bonds
EQUITIES SEP 17, 2018
Advisers warn against fleeing stocks in favor of bonds

Flight to quality overlooks the risks to fixed income that come with rising interest rates.

By Jeff Benjamin
Stocks are doing OK. Asset managers' stocks? Not so much
EQUITIES SEP 14, 2018
Stocks are doing OK. Asset managers' stocks? Not so much

An index of asset managers and custody banks is down almost 11% this year, and some fund companies are off more than 25%.

By Bloomberg
Do-it-yourself deals are all the rage among rich investors
ALTERNATIVES SEP 14, 2018
Do-it-yourself deals are all the rage among rich investors

Ultrawealthy look beyond hedge funds and private equity to making direct investments in businesses.

By Bloomberg
Fixed annuities are on a tear
LIFE INSURANCE AND ANNUITIES SEP 14, 2018
Fixed annuities are on a tear

Fixed annuities are positioned for a record year, with fixed-rate deferred and indexed annuities driving the growth.

By Greg Iacurci
SEC penalizes RIA more than $2 million for 12b-1 violations
MUTUAL FUNDS SEP 14, 2018
SEC penalizes RIA more than $2 million for 12b-1 violations

Pennsylvania advisory firm invested client funds in expensive share classes when less costly ones were available.

By Mark Schoeff Jr.
Do-it-yourself deals are all the rage among rich investors
ALTERNATIVES SEP 14, 2018
Do-it-yourself deals are all the rage among rich investors

Ultrawealthy look beyond hedge funds and private equity to making direct investments in businesses.

By Bloomberg
Fidelity CEO says zero-fee funds aimed at attracting new customers
MUTUAL FUNDS SEP 14, 2018
Fidelity CEO says zero-fee funds aimed at attracting new customers

Johnson says way to prosper in financial services is 'by building relationships.'

By Bloomberg
How do you spell investor relief in a bear market? E-T-F
ETFS SEP 13, 2018
How do you spell investor relief in a bear market? E-T-F

The nine-year-old bull market is giving some investors the jitters, but the ETF industry is trying to calm their fears.

By John Waggoner
RETIREMENT PLANNING SEP 13, 2018
States try to beat back rate increases on long-term-care policies

Rules adopted by 41 states have held down rate increases on newer policies, but some advisers remain skeptical of traditional LTC insurance.

By Greg Iacurci
Bill Gross chooses to load up on futures, generates big losses
FIXED INCOME SEP 13, 2018
Bill Gross chooses to load up on futures, generates big losses

Fund suffered several big swings during the first six months of this year.

By Bloomberg
Fidelity launches two more zero-fee funds
MUTUAL FUNDS SEP 13, 2018
Fidelity launches two more zero-fee funds

One fund will track an index of large-cap companies and the other an index of midsize and small firms.

By Bloomberg
Galvin investigating 63 broker-dealers selling private placements from GPB Capital
ALTERNATIVES SEP 12, 2018
Galvin investigating 63 broker-dealers selling private placements from GPB Capital

The firm sells illiquid, high-risk and high-commission alternative investments.

By Bloomberg
Cadaret Grant punished for failure to supervise brokers selling complex products
ETFS SEP 11, 2018
Cadaret Grant punished for failure to supervise brokers selling complex products

Disgorgement and penalties in SEC case total $938,194; Finra imposes $800,000 fine.

By Mark Schoeff Jr.
Life insurance is not for saving
OPINION SEP 11, 2018
Life insurance is not for saving

Buying a life insurance policy is one of the most expensive ways to invest

By Blair duQuesnay