Investing

Displaying 16120 results
ALTERNATIVES APR 26, 2018
Tax reform leads to question: To be or not to be a REIT?

New law may spur some real estate investment trusts to convert to C corps

By Bloomberg
LIFE INSURANCE AND ANNUITIES APR 25, 2018
Indexed annuities likely to rebound after dip in sales last year

An increase in market volatility, higher interest rates and dissipating anxiety around the Labor Department's fiduciary rule are improving the product outlook.

By Greg Iacurci
ETFS APR 24, 2018
U.S. exchange-traded products slowed in first quarter on market volatility

Q1 growth pace of 0.5% was the lowest since 2015

By Charles McGrath
MUTUAL FUNDS APR 23, 2018
Mutual funds stand to gain as muni investors get first look at fees

Brokerage firms must start disclosing the fees they charge to buy and sell state and local government debt.

By Bloomberg
RETIREMENT PLANNING APR 20, 2018
The rich are betting they can buy their way to a longer life

The successor to income inequality is longevity inequality

By Bloomberg
ETFS APR 20, 2018
Multifactor ETFs thrive, but how do you use them?

They offer active strategies at a low price, but multifactor exchange-traded funds are still untested.

By John Waggoner
RETIREMENT PLANNING APR 20, 2018
The rich are betting they can buy their way to a longer life

The successor to income inequality is longevity inequality.

By Bloomberg
RETIREMENT PLANNING APR 19, 2018
Principal sued for stacking its TDFs with proprietary funds

The firm allegedly used high-cost, underperforming index funds in its hybrid target-date funds.

By Greg Iacurci
ALTERNATIVES APR 19, 2018
Cadaret Grant acquired by private-equity-backed Atria

75-year-old owner Arthur Grant positions the IBD for the 'next 33 years.'

By Jeff Benjamin
RETIREMENT PLANNING APR 19, 2018
What a court decision teaches 401(k) advisers about choosing stable-value funds

Selecting a very conservative benchmark is generally permissible under retirement law.

By Marcia S. Wagner
FIXED INCOME APR 19, 2018
Loomis Sayles' star bond manager talks about rising rates and trade wars

Trade wars could lead to stagflation, Dan Fuss warns.

By John Waggoner
FINTECH APR 18, 2018
Wealthfront cutting costs on its risk parity mutual fund

The digital adviser says it's moved $500 million over to first proprietary fund.

By Ryan W. Neal
ALTERNATIVES APR 18, 2018
Investing in virtue is hard when few companies qualify

Two biggest socially responsible ETFs both have positions in Facebook

By Nir Kaissar
EQUITIES APR 17, 2018
Morgan Stanley warns of potential market downside

Equities are likely to put in a cyclical top later this year, analysts argue.

By Bloomberg
ALTERNATIVES APR 17, 2018
Will global macro finally shine?

Such funds may be poised to shine as the market cycle shifts from calm to increasing uncertainty.

By Joseph Burns
OPINION APR 17, 2018
Using smart beta in an outcomes-oriented portfolio

Before incorporating strategic beta products in a client's portfolio, advisers must understand the challenges at hand and the desired outcome

By Mannik S. Dhillon
RETIREMENT PLANNING APR 16, 2018
Plan advisers, consultants question value of managed accounts

Respondents to PIMCO survey say target-date funds offer better value.

By Robert Steyer
LIFE INSURANCE AND ANNUITIES APR 16, 2018
AXA reverses course on variable annuity buyout

Insurer had planned an offer to holders of its Accumulator Series variable annuity

By Greg Iacurci
MUTUAL FUNDS APR 13, 2018
Investors flee high-yield bond funds and ETFs

Investors flee high-yield bonds as interest rates rise.

By John Waggoner
LIFE INSURANCE AND ANNUITIES APR 13, 2018
Insurers still grappling with costly variable-annuity promises

AXA Equitable and Ohio National have recently tried switching consumers out of VAs with rich benefits through buyouts and exchanges.

By Greg Iacurci