Investing

Displaying 16375 results
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.
Why muni bond dealers welcome the tax-the-rich push
FIXED INCOME FEB 04, 2019
Why muni bond dealers welcome the tax-the-rich push

State and local government bonds tend to outperform when taxes are rising.

By Bloomberg
Bill Gross retires after four-decade career in bonds
FIXED INCOME FEB 04, 2019
Bill Gross retires after four-decade career in bonds

His returns at Janus failed to live up to his stellar long-term record at Pimco.

By Bloomberg
Planning potholes and banana peels
RETIREMENT PLANNING FEB 04, 2019
Planning potholes and banana peels

Market volatility can pave the way for more important conversations than those beating the market and reducing your fees.

By Steve Gresham
Hedge fund creates the ultimate tax-free IRA for employees
RETIREMENT PLANNING FEB 01, 2019
Hedge fund creates the ultimate tax-free IRA for employees

Renaissance Technologies workers have seen their Roth IRA holdings in its Medallion Fund grow eight-fold in five years.

By Bloomberg
Bond titan blasts 'misguided' bet that Fed hikes are over
FIXED INCOME FEB 01, 2019
Bond titan blasts 'misguided' bet that Fed hikes are over

Franklin Templeton's Sonal Desai sees two more rate hikes this year, citing the U.S. economy's continued strength.

By Bloomberg
Vanguard shutters $1 billion mutual fund
RIA NEWS JAN 03, 2019
Vanguard shutters $1 billion mutual fund

Convertible securities fund to be liquidated because it attracted the wrong kind of investors.

By Jeff Benjamin
Shift from active to passive appproaches tipping point in 2019
MUTUAL FUNDS DEC 31, 2018
Shift from active to passive appproaches tipping point in 2019

U.S. mutual funds and exchange-traded funds that passively track indexes now hold 48% assets and are likely to top 50% in 2019.

By Bloomberg
Fund investors pull $56 billion in biggest exit since 2008
MUTUAL FUNDS DEC 27, 2018
Fund investors pull $56 billion in biggest exit since 2008

Mutual funds suffered redemptions of $56.2 billion in the week ended Dec. 19.

By Bloomberg
U.S. stocks surge in best rally since March 2009
EQUITIES DEC 26, 2018
U.S. stocks surge in best rally since March 2009

U.S. stocks staged one of the biggest rallies of the 9 1/2 year bull market after coming within points of seeing it end, with major indexes surging at least 4.9%.

By Bloomberg
Here are three crazy market statistics on a wild day of trading
EQUITIES DEC 26, 2018
Here are three crazy market statistics on a wild day of trading

To say that U.S. stocks trading has been odd this week seems like an understatement.

By Bloomberg
Stocks hit 19-month low as D.C. turmoil weighs
EQUITIES DEC 24, 2018
Stocks hit 19-month low as D.C. turmoil weighs

U.S. stocks fell to the lowest since May 2017 as the turmoil in Washington kept investors on edge after the worst week for American equities in almost a decade.

By Bloomberg