Investing

Displaying 16121 results
RETIREMENT PLANNING FEB 21, 2018
DOL fiduciary rule continues to take toll on annuity sales

Uncertainty over the Labor Department rule, in addition to a potential SEC fiduciary regulation and others from the states, was a primary contributor to the industry's slide.

By Greg Iacurci
MUTUAL FUNDS FEB 21, 2018
Morningstar: Fund fees continue to fall

The reductions in fees are modest but continual.

By John Waggoner
ETFS FEB 20, 2018
Investors pile into cash ETF

SPDR T-Bill ETF took in $580 million last week, tops among U.S. fixed-income products.

By Bloomberg
FIXED INCOME FEB 20, 2018
U.S. 10-year poised to cross market's red line

Benchmark Treasury note is nearing the 3% yield level, which could spark a wave of risk repricing.

By Bloomberg
RETIREMENT PLANNING FEB 20, 2018
Active TDF managers push to compete on fees

Fees are one of the most important metrics for advisers and plan sponsors when selecting TDFs.

By Greg Iacurci
RETIREMENT PLANNING FEB 20, 2018
Growth in Health Savings Accounts may have stalled, says EBRI

Many accounts are unfunded and not receiving contributions, group finds.

By InvestmentNews
ETFS FEB 20, 2018
Inside ETFs CEO departs for cryptocurrency venture

Matt Hougan will stay on as chairman of Inside ETFs, even as he takes on a new position with Bitwise Asset Management.

By Jeff Benjamin
FIXED INCOME FEB 16, 2018
Inside the $700 billion bond empire in Newark

Morningstar award winners' low-for-longer view on rates faces big test.

By Bloomberg
FIXED INCOME FEB 16, 2018
Pimco reports Q4 earnings of $684M

The highest since co-founder Bill Gross quit the firm in Q3 2014.

By Bloomberg
LIFE INSURANCE AND ANNUITIES FEB 16, 2018
Indexed annuities' performance may not be what you expect

Advisers should position the products more like fixed income than equities.

By Greg Iacurci
RETIREMENT PLANNING FEB 16, 2018
What's the right number of funds in a 401(k) plan?

There's no hard-and-fast rule, but too many can overwhelm participants and breed bad decisions.

By Greg Iacurci
MUTUAL FUNDS FEB 16, 2018
Sell-off grips credit funds

Corporate bond funds succumb to rate fears that have gripped stocks and Treasuries

By Bloomberg
ETFS FEB 15, 2018
ETF alphabet soup obscures market risks

Industry executives call for clearer classification of exchange-traded products after the XIV ETN plummeted last week.

By Bloomberg
MUTUAL FUNDS FEB 15, 2018
Infrastructure funds aren't feeling the love yet

Stocks have lagged amid skepticism about the Trump administration's plan.

By John Waggoner
ALTERNATIVES FEB 15, 2018
Vanguard rolls out active-factor ETFs

New offerings include six exchange-traded funds and one mutual fund

By John Waggoner
ETFS FEB 15, 2018
Innovative ETFs struggle to impress investors

Most assets in exchange-traded funds are in market cap-weighted index funds.

By Nir Kaissar
RETIREMENT PLANNING FEB 14, 2018
New tax law could increase pension risk transfers

Lower tax rates make it more advantageous to fully fund pension plans, often a prerequisite to conducting a pension risk transfer.

By Greg Iacurci
ETFS FEB 14, 2018
Volatility-tied note that crashed was meant for hedge funds: Credit Suisse CEO

Prospectus warned that the exchange-traded note has 'zero long-term value,' Thiam says.

By Bloomberg
EQUITIES FEB 14, 2018
Infrastructure funds aren't yet feeling the love

Stocks have lagged amid skepticism about the Trump administration's plan.

By John Waggoner
Life insurance 'advice' in an era of fake news
OPINION FEB 14, 2018
Life insurance 'advice' in an era of fake news

Advisers who have clients' best interests at heart should insist upon the disclosure of actual internal policy costs and performance.

By Barry Flagg