Investing

Displaying 16121 results
MUTUAL FUNDS FEB 13, 2018
Advisers trying to hide high-fee mutual fund share classes won't fool SEC

Agency has the ability to detect share-class issues using data-driven initiatives.

By Mark Schoeff Jr.
LIFE INSURANCE AND ANNUITIES FEB 13, 2018
Buffer annuities grow in popularity

The products, also known as structured or variable-indexed annuities, have gained market share, and more insurers are rolling them out.

By Greg Iacurci
EQUITIES FEB 13, 2018
Active funds shone during sell-off

Equity mutual funds beat benchmarks across the board, with the large-cap growth category doing best.

By Bloomberg
ALTERNATIVES FEB 13, 2018
Newbridge target of investor complaints over REIT sales

Firm could face two dozen suits from police, firemen and other Philadelphia public employees alleging millions in damages, according to two attorneys handling the claims.

By Bruce Kelly
EQUITIES FEB 12, 2018
Inflation bogeyman looms

As stock investors fret about rising rates, this week's CPI report could guide the market's next phase.

By Bloomberg
MUTUAL FUNDS FEB 12, 2018
ETF at heart of market turmoil lures record cash

ProShares volatility-linked fund took in more than $500 million last week.

By Bloomberg
RETIREMENT PLANNING FEB 12, 2018
Target-date assets continue to climb

TDFs now account for 20.4% of defined-contribution-plan assets, up from 18.4% in year-earlier period, according to Pensions & Investments survey

By Bloomberg
EQUITIES FEB 12, 2018
Record $23 billion flees world's largest ETF

SPDR S&P 500 exchange-traded fund saw outflows amounting to 8% of its total assets last week.

By Bloomberg
PRACTICE MANAGEMENT FEB 12, 2018
SEC offers advisers amnesty to move clients out of high-fee mutual fund share classes

Enforcement division giving advisers until June 12 to declare intentions to self-report fiduciary violations and make financial restitution.

By Jeff Benjamin
MUTUAL FUNDS FEB 12, 2018
Schwab: Lower minimums, uniform pricing for funds boost flows

The changes increase mutual funds and ETFs' appeal to small retirement plans, too

By John Waggoner
MUTUAL FUNDS FEB 12, 2018
Muni money funds show signs of life

Tax-exempt money fund assets have grown almost $7 billion so far this year.

By Bloomberg
EQUITIES FEB 12, 2018
Morgan Stanley strategist who predicted volatility says buy now

Michael Wilson sees the S&P 500 index ending the year 5% above its current level.

By Bloomberg
FIXED INCOME FEB 09, 2018
Franklin Templeton boosts bet against Treasuries

Bond chief Hasenstab sees rising interest rates wreaking havoc.

By Bloomberg
Jim Rogers expects next bear market to be the worst he's seen
EQUITIES FEB 09, 2018
Jim Rogers expects next bear market to be the worst he's seen

Veteran investor cites the level of debt that has accumulated since the financial crisis.

By Bloomberg
EQUITIES FEB 09, 2018
Jim Rogers expects next bear market to be the worst he's seen

Veteran investor cites the level of debt that has accumulated since the financial crisis, especially in the U.S.

By Bloomberg
RETIREMENT PLANNING FEB 09, 2018
GE's long-term-care insurance woes are symptomatic of ailing industry

Traditional LTC insurers continue to be dogged by miscalculations on old policies.

By Greg Iacurci
FIXED INCOME FEB 09, 2018
Advisers expect candor and clarity from new Fed chairman

Jerome Powell's background in financial services is viewed as a plus.

By Jeff Benjamin
ETFS FEB 09, 2018
Fidelity halts investor purchases of three volatility-focused ETFs

Customers can sell out of existing positions, but can't buy into the funds, company says.

By Bloomberg
EQUITIES FEB 09, 2018
Despite January's run-up in stocks, investors headed to bonds

More than $46 billion went to taxable bonds last month, versus $17 billion flowing into stock funds and ETFs.

By John Waggoner
ALTERNATIVES FEB 08, 2018
Altegris merges with Artivest to create $3B alternative investments platform

Private-equity backers embrace the expanded access to investors.

By Jeff Benjamin