Investing

Displaying 16120 results
EMERGING MARKETS APR 12, 2018
To invest during a trade war, think local and think small

Small-company stocks are one place to shelter from potential hostilities.

By John Waggoner
RETIREMENT PLANNING APR 12, 2018
Guaranteed income tops boomers' retirement wish list

Those who work with an adviser are most likely to buy an annuity.

By Mary Beth Franklin
MUTUAL FUNDS APR 12, 2018
Growth in BlackRock ETFs likely to slow

Company is trying to diversify into higher-fee alternatives, build out tech platform.

By Bloomberg
EMERGING MARKETS APR 12, 2018
Boring stocks outperforming by most in two years

Plain-vanilla stocks tend to outperform the market, and emerging-market funds are getting a boost.

By Bloomberg
ALTERNATIVES APR 12, 2018
JPMorgan Chase sued for charging 'sky-high' fees for crypto purchases

Bank gave no notice that it was changing policy to treat crypto buys as cash advances.

By Bloomberg
MUTUAL FUNDS APR 12, 2018
Sector that's been hosed for five years finally sees light of day

Oil prices are rising, and that's good news for energy funds.

By John Waggoner
EQUITIES APR 11, 2018
Riskiest funds fare best over time — but can you keep clients in them?

30-year record shows high-beta funds fare best, and small-company stock funds outperform mid-cap and large-cap.

By John Waggoner
RETIREMENT PLANNING APR 11, 2018
Insurers' 401(k) record keepers gain big share in small, midsize markets

Consolidation, unbundled platforms and the use of proprietary funds play a role, according to retirement plan advisers.

By Greg Iacurci
EQUITIES APR 11, 2018
Earnings season only pouring 'fuel on fire' for stocks

Upcoming reports on companies' profits may fail to fulfill high expectations.

By Bloomberg
ETFS APR 11, 2018
Do investors know Barclays is shutting their ETN?

Holders remain in 50 exchange-traded notes the British bank will close Thursday

By Bloomberg
LIFE INSURANCE AND ANNUITIES APR 11, 2018
Finra fines Park Avenue Securities $300,000 over variable annuity sales

Also censures firm, which agrees to review its supervision practices.

By Bloomberg
ETFS APR 10, 2018
Pacer rolls out ETF that invests in veteran-friendly employers

Vets still have a higher unemployment rate than the general population.

By John Waggoner
EQUITIES APR 10, 2018
U.S. target-date funds have strong home-country equity bias

Mercer survey of 68 TDF series finds assets grew 30.8% in 2017.

By Meaghan Kilroy
ALTERNATIVES APR 10, 2018
Private equity firms seek to do well by doing good

From saving tiny lizards to conserving hallway lights, firms actively embrace value of sustainability.

By Bloomberg
EMERGING MARKETS APR 09, 2018
To invest during a trade war, think local and think small

Small-company stocks are one place to shelter from potential hostilities.

By John Waggoner
MUTUAL FUNDS APR 09, 2018
Invesco increases its ETF position with acquisition of Guggenheim Investments

Purchase results in 28% growth, making it the fourth-largest ETF issuer in the U.S.

By Bloomberg
ALTERNATIVES APR 09, 2018
Investment Program Association rebrands itself for Main Street

Group advocating for investments like REITs, BDCs, close-end funds, and energy and equipment leasing programs changes name to Institute for Portfolio Alternatives.

By Mark Schoeff Jr.
RETIREMENT PLANNING APR 09, 2018
Guaranteed income tops boomers' retirement wish list

Those who work with an adviser are most likely to buy an annuity.

By Mary Beth Franklin
OPINION APR 09, 2018
Old strategy with a new twist: Dollar cost averaging and annuities

Using dollar cost averaging within annuities can build clients' confidence about investing in the market.

By Tim Seifert
The magic in talking about cost
OPINION APR 09, 2018
The magic in talking about cost

Even if clients aren't paying too much for life insurance, being the first to talk to them about the costs can start the trust-building process.

By Barry Flagg