Investing

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Retirement-savings bill draws broad support, optimism for passage this year
RETIREMENT PLANNING MAR 30, 2018
Retirement-savings bill draws broad support, optimism for passage this year

Industry groups and investor advocates alike seek enactment of the measure that increases workplace plans, eases annuity inclusion.

By Mark Schoeff Jr.
ETFS MAR 30, 2018
Smart-beta funds get mixed reviews in first quarter

Amid the S&P 500's wild ride, there were a few smart-beta winners.

By John Waggoner
EQUITIES MAR 29, 2018
Advisers should make the most of volatility for clients

Use stock market swings as opportunities to improve service to clients.

By Damian Ornani
EMERGING MARKETS MAR 28, 2018
ETFs see outflows for first time since 2016

While investors fled domestic stock ETFs in February, international funds gained new money.

By John Waggoner
OPINION MAR 28, 2018
DOL proposal on association health plans could help advisers

Allowing groups to negotiate health plans with insurers could make it easier for small businesses to find affordable coverage.

By Dale Brown
MUTUAL FUNDS MAR 27, 2018
Digital investment firm launches new fund for women

Latest offering from Ellevest will invest in offerings that help advance women.

By Bloomberg
FINTECH MAR 27, 2018
Vanguard wrestles with new service problems

Tech glitch sends out erroneous messages to retail customers

By John Waggoner
LIFE INSURANCE AND ANNUITIES MAR 26, 2018
DOL fiduciary rule lawsuit withdrawn by fixed annuities group in DC federal court

National Association of Fixed Annuities puts focus on 5th Circuit Appeals decision to kill regulation.

By Mark Schoeff Jr.
ALTERNATIVES MAR 23, 2018
Business development company language added to spending bill allows for increased leverage

BDC reform was tacked onto the $1.3 trillion appropriations bill signed by Trump on Friday.

By Mark Schoeff Jr.
FINTECH MAR 23, 2018
BlackRock turns to robos to drive latest push into active ETFs

New sector of funds created under the 'iShares Evolved' brand.

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAR 22, 2018
Here's how the top indexed, variable annuity sellers did last year

Allianz Life Insurance Co. of North America shed the most money on the indexed side, and Prudential Annuities on the variable end, both losing more than $2 billion in sales year-over-year.

By Greg Iacurci
MUTUAL FUNDS MAR 22, 2018
Fidelity maintains target-date volume; Vanguard comes out on top

Fidelity is still the second-largest TDF provider even though it has seen $20 billion in outflows since the start of 2012.

By Charles McGrath
EQUITIES MAR 22, 2018
Thinking outside the style box

Defensive equity income strategies can help investors weather the challenges of sometimes severe market swings.

By Mike LaBella
EQUITIES MAR 22, 2018
Stocks plunge, advisers tell clients to hang tight

Though planners encourage calm, some are preparing investors for a correction.

By John Waggoner
ALTERNATIVES MAR 22, 2018
More turnover at top of REIT manager CNL Financial

The president of the company's wholesaling broker-dealer is the latest senior executive to leave.

By Bruce Kelly
EQUITIES MAR 22, 2018
David Herro on the best opportunities in international investing

Longtime Oakmark International money manager shares his strategies for success, and why he's hot on Europe right now.

By John Waggoner
LIFE INSURANCE AND ANNUITIES MAR 21, 2018
DOL fiduciary rule: 5th Circuit decision could be big win for indexed annuities

The fiduciary rule may be taken off the books as a result of the ruling, and an SEC fiduciary standard wouldn't cover products not registered as securities

By Greg Iacurci
MUTUAL FUNDS MAR 21, 2018
F-Squared's former president ordered to pay $12.4 million over false statements

Judge says Howard Present, who led ETF portfolio management firm, was 'reckless.'

By Bloomberg
FIXED INCOME MAR 21, 2018
Guggenheim's Minerd sees defaults, recession ahead

Companies that have borrowed heavily will have a hard time as rates tick up, he says.

By Bloomberg
ETFS MAR 20, 2018
ETF outflows show growing distaste for U.S. dollar

Investors pull assets from funds that guard against foreign exchange risk.

By Bloomberg