Investing

Displaying 16118 results
ETFS MAY 14, 2018
The passive-investing bid for equities is roaring back

About $5.7 billion poured into ETFs tracking the S&P 500 last week

By Bloomberg
ETFS MAY 11, 2018
Slow Adoption of Actively Managed ETFs: Unveiling the Reasons

Only a few see big inflows; even Vanguard's offerings get little love from investors.

By John Waggoner
RETIREMENT PLANNING MAY 11, 2018
Insurers becoming more stringent with long-term-care policies

This is both good and bad news for advisers — clients may be declined coverage more often, but those with policies may see fewer rate hikes.

By Greg Iacurci
LIFE INSURANCE AND ANNUITIES MAY 10, 2018
Iowa insurance regulator cautions SEC about modifying suitability rule

Iowa insurance regulator asserts the current rule is protecting investors and worries that the SEC is defining 'best interest' differently than what it means under state law.

By Mark Schoeff Jr.
Warren Buffett be damned, case for value investing wanes
EQUITIES MAY 10, 2018
Warren Buffett be damned, case for value investing wanes

If we look at the past 30 years, large-company growth funds have gained an average 9.23% a year, while large-company value funds have gained 9.01% a year.

By John Waggoner
LIFE INSURANCE AND ANNUITIES MAY 09, 2018
FedEx shifts pension obligations by purchasing $6 billion group annuity

The pension risk transfer is the biggest since 2012, when Verizon purchased a $7.5 billion annuity

By Bloomberg
EMERGING MARKETS MAY 08, 2018
Emerging Asia is where the growth is, but your index fund might not find it

An expanding middle class is fueling economies, but emerging market indexes are light on consumer stocks.

By John Waggoner
LIFE INSURANCE AND ANNUITIES MAY 08, 2018
Finra fines Fifth Third Securities $4 million for variable-annuity violations

In second major VA enforcement action against Fifth Third, firm also must pay $2 million in restitution.

By Bloomberg
Target-date-fund fees fall for ninth consecutive year
MUTUAL FUNDS MAY 08, 2018
Target-date-fund fees fall for ninth consecutive year

Nearly 95% of net TDF inflows in 2017 went to passive series, Morningstar says.

By Meaghan Kilroy
All that smart beta can obscure the big picture
ALTERNATIVES MAY 08, 2018
All that smart beta can obscure the big picture

Every factor involves uncertainty, regardless of whether it works during a certain period.

By Nir Kaissar
RETIREMENT PLANNING MAY 08, 2018
Four challenges in using annuities for retirement planning — and how to overcome them

Annuities are confusing, and retirement savers worry about market volatility and want the freedom to spend their savings as they choose.

By Paula Nelson
EMERGING MARKETS MAY 07, 2018
How advisers can spot market bubbles

<b>Investments &amp; Wealth Institute Conference </b>Bubbles are rare, but advisers need to watch out for them.

By John Waggoner
FIXED INCOME MAY 07, 2018
Pimco's Dan Ivascyn on inflation risk and market volatility

Fixed-income expert on whether this is the beginning of a secular bear market in bonds.

By Ryan W. Neal
FIXED INCOME MAY 07, 2018
Fidelity manager hasn't been this excited by bonds in five years

At current levels, the market has already priced in three more Fed rate hikes, Jeff Moore argues.

By Bloomberg
ALTERNATIVES MAY 05, 2018
It's time to educate your clients, and yourself, about alternative investments

Advisers must know the benefits and pitfalls of common alts.

By crain-api
EQUITIES MAY 04, 2018
Research Affiliates'Arnott sounds a warning on market bubbles

Tech stocks and cryptocurrencies are bubbles, he says, while foreign and emerging markets offer better long-term value

By John Waggoner
FIXED INCOME MAY 04, 2018
Corporate bonds look risky after a decade of heavy issuance

Some institutional investors are turning cautious on company debt as Fed tightening hikes companies' borrowing costs.

By Bloomberg
FIXED INCOME MAY 04, 2018
Inverted yield curve triggers warnings

Moves in Treasury yields are flashing yellow right now, but not yet red

By John Waggoner
MUTUAL FUNDS MAY 04, 2018
Funds that let you tap into M&A fever

These investments let investors take advantage of the current merger boom

By John Waggoner
MUTUAL FUNDS MAY 03, 2018
What active share can and can't tell you

Real active management or closet index? Active share can help you figure it out

By John Waggoner