Investing

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Some mutual fund investors might unwittingly already own shares of Lyft
MUTUAL FUNDS MAR 28, 2019
Some mutual fund investors might unwittingly already own shares of Lyft

Fidelity Investments bought into the ride-sharing company ahead of the upcoming IPO.

By Jeff Benjamin
Latest price-war salvo pegs fees to low-risk performance
MUTUAL FUNDS MAR 28, 2019
Latest price-war salvo pegs fees to low-risk performance

Dallas-based asset manager road tests a fee model that might be too complex for some investors to grasp.

By Jeff Benjamin
Vanguard poised to top BlackRock in first-quarter U.S. ETF flows
ETFS MAR 27, 2019
Vanguard poised to top BlackRock in first-quarter U.S. ETF flows

Vanguard's exchange-traded funds have taken in $17 billion so far this year, while BlackRock has gathered $14 billion.

By Bloomberg
Jackson National loses top annuity sales spot to AIG
LIFE INSURANCE AND ANNUITIES MAR 26, 2019
Jackson National loses top annuity sales spot to AIG

A surge in fixed and indexed annuity sales last year helped AIG boost its annuity sales by $4.1 billion.

By Greg Iacurci
Bots are forging the next generation of index funds
FINTECH MAR 26, 2019
Bots are forging the next generation of index funds

At least 20 funds now claim to use artificial intelligence as a building block.

By Bloomberg
Beware misreading inverted yield curve
FIXED INCOME MAR 25, 2019
Beware misreading inverted yield curve

Pessimism about growth ignores major growth drivers such as solid labor market.

By Mohamed A. El-Erian
BlackRock invests in pot stock
MUTUAL FUNDS MAR 22, 2019
BlackRock invests in pot stock

Five of its funds are the largest institutional investor in Curaleaf, which recently struck a deal with CVS.

By Bloomberg
EQUITIES MAR 22, 2019
Big data: seeing investments in an entirely new way

Read more to find out how ESG data may help enhance long-term value and manage downside risk

By Gillian Albert
401(k) managed accounts becoming more diverse
RETIREMENT PLANNING MAR 21, 2019
401(k) managed accounts becoming more diverse

Empower's new product lets advisers select the underlying investments.

By Greg Iacurci
Brian Block continues his legal fight to stay out of prison
ALTERNATIVES MAR 21, 2019
Brian Block continues his legal fight to stay out of prison

A judge denied Mr. Block's motion for a new trial, but he wants another day in court.

By Bruce Kelly
Staying active in a year of volatility
FIXED INCOME MAR 21, 2019
Staying active in a year of volatility

Credit markets' ups and downs this year are likely to equal those seen last year, as investors determine the right balance of risk and protection.

By Gibson Smith
As cash-back ETF hits funds market, signs of trouble appear
ETFS MAR 20, 2019
As cash-back ETF hits funds market, signs of trouble appear

Index funds have exploded into a $7 trillion industry, but the sector now faces slower asset growth and declining revenue from fees.

By Bloomberg
Ameriprise offloads $1.7 billion in fixed annuities
LIFE INSURANCE AND ANNUITIES MAR 20, 2019
Ameriprise offloads $1.7 billion in fixed annuities

Firm is trying to shift its business mix, freed up $200 million in capital.

By Greg Iacurci
Carolyn McClanahan talks aging, prostates and going out of business
RETIREMENT PLANNING MAR 20, 2019
Carolyn McClanahan talks aging, prostates and going out of business

Most advisers have a tough time discussing health issues with clients — and that imperils them.

By Greg Iacurci
Saudi Arabia global ranking boosted by ETFs in US, UK
EMERGING MARKETS MAR 19, 2019
Saudi Arabia global ranking boosted by ETFs in US, UK

ETFs based in London and New York together attracted around $327 million in new money since January.

By Bloomberg
Goldman to buy S&P portfolio unit to boost ETF sales
ETFS MAR 19, 2019
Goldman to buy S&P portfolio unit to boost ETF sales

Acquiring the Investment Advisory Services unit gives Goldman a way to market its ETFs via model portfolios.

By Bloomberg
ESG options scarce in 401(k) plans
MUTUAL FUNDS MAR 16, 2019
ESG options scarce in 401(k) plans

There's growing interest among plan participants, but reluctance to add funds that take into account environmental, social and governance factors persists.

By Jeff Benjamin
529 plans also miss the boat when it comes to ESG
MUTUAL FUNDS MAR 16, 2019
529 plans also miss the boat when it comes to ESG

You'd think a 529 college savings program would be the perfect vehicle for environmental, social and governance causes, but things appear stalled.

By Jeff Benjamin
ESG funds have never been cheaper as Vanguard sets off fee war
ETFS MAR 15, 2019
ESG funds have never been cheaper as Vanguard sets off fee war

BlackRock, Vanguard and DWS Group charge an average of $2 for every $1,000 invested, half the median fee for such funds in the U.S.

By Bloomberg
Indexed universal life insurance sales continue hot streak
LIFE INSURANCE AND ANNUITIES MAR 15, 2019
Indexed universal life insurance sales continue hot streak

Sales broke a record last year despite rules that observers believed would slow them down.

By Greg Iacurci