Investing

Displaying 16119 results
EQUITIES JUN 05, 2018
Neil Hennessy: Active managers can grow their assets with acquisitions

Make an acquisition the same way that you'd buy a stock.

By John Waggoner
EQUITIES JUN 05, 2018
Keeping Eyes Peeled for a Bearish Turn 

A prudent approach to tactical equity allocation can facilitate participation and help mitigate loss.

By Bloomberg
RETIREMENT PLANNING JUN 04, 2018
Invesco sued for 'indiscriminately' loading 401(k) plan with in-house funds

At least 93% of the funds in the Invesco 401(k) plan are proprietary investments, according to the plaintiffs.

By Greg Iacurci
Actively seeking opportunities in emerging markets
EMERGING MARKETS JUN 01, 2018
Actively seeking opportunities in emerging markets

Identifying companies that will benefit from an expanding middle class around the world may take more than index-based investing.

By R. Crit Thomas
EMERGING MARKETS JUN 01, 2018
International funds continue to disappoint

Rising dollar, falling Europe add to 2018 losses in May, but international funds are still a good relative value.

By John Waggoner
RETIREMENT PLANNING MAY 31, 2018
Advisers can learn a lesson from Costco

Investors fare better when they're presented with a few curated, low-cost options.

By John Waggoner
MUTUAL FUNDS MAY 31, 2018
Is David Lerner still chomping on the proprietary product apple?

Firm once fined by Finra over nontraded REIT transactions is still pushing its own series of mutual funds.

By Bruce Kelly
EQUITIES MAY 31, 2018
Some small-caps win in the long term — but which ones?

Value pays off when it comes to investing in small-cap funds.

By John Waggoner
RETIREMENT PLANNING MAY 31, 2018
Blackstone woos wealthy with tax-free hedge fund

Tax-free status reflects fact that investments are held in an insurance vehicle.

By Bloomberg
FIXED INCOME MAY 31, 2018
Biggest U.S. banks cut municipal-bond holdings

Cut in the corporate tax rate makes state and local government debt less attractive to financial institutions.

By Bloomberg
More institutional money managers joining the $1 trillion club
ETFS MAY 30, 2018
More institutional money managers joining the $1 trillion club

But the gap between the top two and the rest is growing.

By Rick Baert
MUTUAL FUNDS MAY 30, 2018
Bill Gross had nightmare day as fears about Italy roiled markets

His $2.1 billion bond fund fell about 3% Tuesday, leaving it trailing 96% of its rivals.

By Bloomberg
RETIREMENT PLANNING MAY 30, 2018
Legg Mason hopes to reverse TDF fortunes with MassMutual deal

The firm tried launching two different target-date series within the past decade, both of which closed after failing to gain much traction.

By Greg Iacurci
EQUITIES MAY 30, 2018
Some small-caps win in the long term — but which ones?

Value pays off when it comes to investing in small-caps.

By John Waggoner
RETIREMENT PLANNING MAY 30, 2018
Death and taxes: A conversation we must have

It's time for advisers to make uncomfortable topics mainstream.

By Steve Gresham
RETIREMENT PLANNING MAY 29, 2018
Retirement plan sponsors tread lightly with capital preservation

No matter which option they choose, they risk getting hit with lawsuits.

By Robert Steyer
ALTERNATIVES MAY 29, 2018
Blackstone woos wealthy with tax-free hedge fund

Tax-free status reflects fact that investments are held in an insurance vehicle

By Bloomberg
MUTUAL FUNDS MAY 26, 2018
Take 5: Kunal Kapoor on travel, teaching kids about money and Chicago baseball

Morningstar's CEO loves investing, but he's got other interests, too.

By John Waggoner
MUTUAL FUNDS MAY 26, 2018
Morningstar evolving well beyond its origins analyzing mutual funds

Led by CEO Kunal Kapoor, firm is moving way past ratings — and financial advisers are paying close attention.

By John Waggoner
SEC proposes rules to make ETF research easier for broker-dealers
MUTUAL FUNDS MAY 25, 2018
SEC proposes rules to make ETF research easier for broker-dealers

Chairman Jay Clayton says proposal would increase investors' access to research.

By Hazel Bradford