Investing

Displaying 16114 results
New ETFs seek to hedge a stock market slide
ETFS AUG 03, 2018
New ETFs seek to hedge a stock market slide

Funds would protect buyers from slumps of up to 30% in the S&P 500.

By Bloomberg
Bitcoin trade gone bad leaves counterparties holding the bag
ALTERNATIVES AUG 03, 2018
Bitcoin trade gone bad leaves counterparties holding the bag

Trading debacle could dent confidence in one of largest cryptocurrency venues.

By Bloomberg
Fidelity's zero-fee funds unleash the power of free
MUTUAL FUNDS AUG 03, 2018
Fidelity's zero-fee funds unleash the power of free

The asset manager's move will trigger a transformation of the fund industry.

By Nir Kaissar
Vanguard exec: Investors should look for 'the catch' in Fidelity's no-fee funds
MUTUAL FUNDS AUG 03, 2018
Vanguard exec: Investors should look for 'the catch' in Fidelity's no-fee funds

Vanguard's not likely to react to Fidelity's move, says CIO Greg Davis.

By Bloomberg
American Funds offering TDFs in collective investment trusts
RETIREMENT PLANNING AUG 03, 2018
American Funds offering TDFs in collective investment trusts

The firm is one of the last holdouts to launch CITs, signaling increased demand for the investment vehicle.

By Greg Iacurci
Voya gives investors back $2 million under SEC order
MUTUAL FUNDS AUG 02, 2018
Voya gives investors back $2 million under SEC order

Action concludes settlement in case of improper stock-loan revenue actions.

By Bloomberg
Private equity chasing healthy returns at RIAs and broker-dealers
RIA NEWS AUG 02, 2018
Private equity chasing healthy returns at RIAs and broker-dealers

Looking to double their money in five years, P-E investors are attracted to the wealth management industry.

By Bruce Kelly
Fidelity's zero-cost funds raise issues for 401(k) advisers
RETIREMENT PLANNING AUG 02, 2018
Fidelity's zero-cost funds raise issues for 401(k) advisers

Fiduciary advisers should be weighing the risks and upsides of securities lending.

By Greg Iacurci
Fidelity resets the fee-war bar with zero-expense index funds
RIA NEWS AUG 01, 2018
Fidelity resets the fee-war bar with zero-expense index funds

Cutting expense ratios to zero shines light on lucrative business of securities lending.

By Jeff Benjamin
RETIREMENT PLANNING AUG 01, 2018
Get Ready to Guide Clients Through Income Distribution

If you can't guide retirees through income distribution, it could prove costly. Learn tips and strategies to help get started helping clients through this new stage in life.

By Zach Parker, Securities America vice president of Wealth Management Product Strategy
Morgan Stanley: Correction worse than February looming
EQUITIES JUL 31, 2018
Morgan Stanley: Correction worse than February looming

Tech stock pain may just be the start of more losses.

By Bloomberg
Tech bloodletting approaches $300 billion
EQUITIES JUL 30, 2018
Tech bloodletting approaches $300 billion

Investors continue to exit technology stocks in the wake of Facebook's disappointing earnings last week.

By Bloomberg
Schorsch REIT listing a billion-dollar disaster for investors
ALTERNATIVES JUL 30, 2018
Schorsch REIT listing a billion-dollar disaster for investors

The share price of American Finance Trust Inc. has plunged since trading began on July 19, and advisers deserve answers.

By Bruce Kelly
Cash management platform gains appeal among advisers amid rising interest rates and frothy markets
RIA NEWS JUL 27, 2018
Cash management platform gains appeal among advisers amid rising interest rates and frothy markets

Dynasty Financial Partners the latest to join MaxMyInterest.

By Jeff Benjamin
Investing in fine wine is producing ever-greater returns
ALTERNATIVES JUL 26, 2018
Investing in fine wine is producing ever-greater returns

French wines dominate portfolios; California wines constitute only a small fraction of what's traded.

By Bloomberg
Cash floods into muni bond funds
MUTUAL FUNDS JUL 26, 2018
Cash floods into muni bond funds

Municipal bonds have outperformed Treasuries and corporates this year.

By Bloomberg
Invesco joins the do-it-yourself indexing trend
ETFS JUL 26, 2018
Invesco joins the do-it-yourself indexing trend

Firm launches eight fixed-income ETFs based on benchmarks designed in-house

By Bloomberg
Focus Financial IPO falls short of expectations
RIA NEWS JUL 26, 2018
Focus Financial IPO falls short of expectations

Despite the below-target offering price, the stock closed its first day of trading at $37.55 — a 13.8% gain.

By Jeff Benjamin
In wake of tax reform, muni bond market gains footing
FIXED INCOME JUL 25, 2018
In wake of tax reform, muni bond market gains footing

Supply-demand imbalance has boosted munis so far this year.

By Jeff Benjamin
Millennials err on the side of caution when it comes to investing
MUTUAL FUNDS JUL 25, 2018
Millennials err on the side of caution when it comes to investing

The generation that has decades till retirement is most enthusiastic about cash instruments.

By Bloomberg