Investing

Displaying 13499 results
EMERGING MARKETS AUG 16, 2017
ETFs making emerging markets vulnerable to sudden outflows: Citi

The $244 billion invested in emerging-market ETFs is about 19 percent of the total invested in emerging-market mutual funds, according to the firm.

By Bloomberg
FIXED INCOME AUG 15, 2017
European junk bonds posted highest returns after financial crisis

Investors who bought high-yield corporate debt made 100% on their money over the last 10 years.

By Bloomberg
RETIREMENT PLANNING AUG 15, 2017
How to select the right TDF for a 401(k) plan

A fiduciary process involves a full understanding of what should be done, rather than what can be done.

By Blaine F. Aikin
MUTUAL FUNDS AUG 15, 2017
Eduardo Repetto to leave Dimensional Fund Advisors

Gerald O'Reilly, currently co-CIO, will take over as co-CEO with David Butler.

By John Waggoner
ALTERNATIVES AUG 15, 2017
Alternative strategies boomed after crisis, but haven't been tested

Because the S&P 500 has outperformed, convincing clients they need protection is a hard sell.

By Jeff Benjamin
PRACTICE MANAGEMENT AUG 14, 2017
FSC Securities to pay $592,000 for failure to supervise leveraged ETFs

The Financial Industry Regulatory Authority Inc. and FSC Securities last Thursday announced that the firm will pay a $100,000 fine and $492,000 to clients.

By Bruce Kelly
EQUITIES AUG 10, 2017
Investors pour money into bonds, international in July

U.S. stocks? Not so much.

By John Waggoner
EQUITIES AUG 09, 2017
S&P: Managers still faring miserably vs. indexes

Some bright spots in value, small-cap international.

By John Waggoner
RIAS AUG 09, 2017
Private equity investors zero in on the RIA business

P-E proves to be ready and willing to invest in RIAs, but many will be looking to sell in three to seven years.

By Jeff Benjamin
FIXED INCOME AUG 09, 2017
Is inflation a real and present danger?

Low unemployment could spell rising prices.

By John Waggoner
EQUITIES AUG 09, 2017
Pimco and T. Rowe Price warn investors it's time to reduce risk

Firms join chorus of voices urging caution in an expensive market.

By Bloomberg
MUTUAL FUNDS AUG 08, 2017
Wallace Weitz: What it's like to be a value investor in a growth market

Long/short fund up 10% with big short position.

By John Waggoner
EMERGING MARKETS AUG 08, 2017
DoubleLine's Gundlach signals caution, sets cap on firm's growth

The co-founder and chief executive officer of DoubleLine Capital says it's better to be cautious now than to hold on until it's too late.

By Bloomberg
ALTERNATIVES AUG 04, 2017
Billionaire Paul Singer warns of threat of passive investing

Describes world where small investors have 'little-to-no hope.'

By Bloomberg
MUTUAL FUNDS AUG 04, 2017
Vanguard welcomes fee wars with rivals Fidelity and BlackRock

Vanguard's incoming chief executive officer said the company will keep lowering fund expenses as it grows.

By Bloomberg
MUTUAL FUNDS AUG 04, 2017
5 balanced funds have managed to beat the S&P 500 in the past decade

Balanced funds can make a nice proxy for the virtues of a diversified portfolio.

By John Waggoner
EQUITIES AUG 03, 2017
Stock market gains spark questions from clients

The timing of the next correction is the query AllianceBernstein hears most frequently.

By Bloomberg
ETFS AUG 03, 2017
Fiduciary rule will top agenda for new head of SEC's Division of Investment Management

David Grim steps down after two-decade career at agency; new leader has not been named.

By Mark Schoeff Jr.
EQUITIES AUG 03, 2017
Dow Jones Industrial Average hits 22,000: Should you care?

Make sure clients prepare for inevitable downturn

By John Waggoner
EQUITIES AUG 03, 2017
How should investors approach infrastructure?

By Melda Mergen, Managing Director, Head of Equities