Investing

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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
RETIREMENT PLANNING APR 07, 2018
Like it or not, annuities are coming to retirement plans

Some lawmakers are warming to the notion of using annuities to help solve the nation's retirement crisis

By crain-api
5 star mutual fund managers you've never heard of
MUTUAL FUNDS APR 07, 2018
5 star mutual fund managers you've never heard of

These up-and-coming portfolio managers are passionate about their work, and outshining the competition

By John Waggoner
Matt Hougan: Exploring frontiers of cryptocurrency
MUTUAL FUNDS APR 06, 2018
Matt Hougan: Exploring frontiers of cryptocurrency

ETF pioneer Matt Hougan talks about move to cryptocurrency fund.

By John Waggoner
MUTUAL FUNDS APR 06, 2018
13 active fund managers agree to reveal closet indexing

New York's attorney general says funds already show 'active share' information to institutions.

By InvestmentNews
EQUITIES APR 05, 2018
Advisers answer common investor concerns with these talking points

From market volatility to rising rates, financial pros share their insights on how to calm nervous clients.

By Jeff Benjamin
MUTUAL FUNDS APR 05, 2018
Mutual funds and ETF closures mount despite hot markets

Death toll as high as 58% over 15 years.

By John Waggoner
ALTERNATIVES APR 04, 2018
What advisers need to know about alternatives

A new Innovators in Investing webcast looks at various aspects of investing in alternatives.

By John Waggoner
FIXED INCOME APR 04, 2018
Rally in Puerto Rico bonds has blown investors' minds

Governor revises fiscal plan as others question the rally's staying power

By Bloomberg
ALTERNATIVES APR 04, 2018
Few places for advisers — or clients — to hide in this stock correction

International bonds and various alternative investments offer little solace.

By John Waggoner
EMERGING MARKETS APR 03, 2018
Rise of Puerto Rico bonds has investors' minds blown

Governor revises fiscal plan as others question the rally's staying power.

By Bloomberg
LIFE INSURANCE AND ANNUITIES APR 03, 2018
Finra institutes disciplinary proceedings against broker over alleged improper variable annuity sales

Regulator claims Frederick David Holloway replaced lower-cost variable annuities with higher-cost ones without ensuring they were suitable or in their clients' best interests.

By InvestmentNews
EQUITIES APR 02, 2018
Advisers tell clients market volatility is the new normal

With the S&P 500 down 2.2% on the first trading day of the second quarter, advisers reassure clients and tell them not to panic.

By Jeff Benjamin
EQUITIES APR 02, 2018
S&P 500 evolves to reflect makeup of the economy

Once composed mostly of industrial companies, now the 60-year-old index is dominated by tech, finance, health care and entertainment companies.

By John Waggoner
EQUITIES APR 02, 2018
Tech rout sinks stocks

President's criticism of Amazon and retaliatory tariffs from China rattle markets

By Bloomberg
RETIREMENT PLANNING APR 02, 2018
New rules for a 21st century retirement

New book for clients and advisers focuses on strategies to maximize retirement income.

By Mary Beth Franklin
RETIREMENT PLANNING MAR 31, 2018
Have variable annuities sales hit rock bottom?

After six years of declines, sales could improve slightly if rising interest rates help insurers more easily support their guarantees.

By Greg Iacurci
RETIREMENT PLANNING MAR 31, 2018
Are annuities finally getting some respect?

A bipartisan effort in Congress to ease annuity use in 401(k)s follows years of related academic research.

By Greg Iacurci
EQUITIES MAR 30, 2018
Stocks about to get a $400 billion dividend boost

Dividend payments tend to occur between March and May, Morgan Stanley analysts note.

By Bloomberg
MUTUAL FUNDS MAR 30, 2018
ETFs may get riskier with planned rule to ease approvals

Regulators are concerned the proposal could aid bad behavior.

By Bloomberg