Investing

Displaying 16121 results
ALTERNATIVES FEB 05, 2018
Seller of alternative investments in fight over car dealerships

GPB Capital sued a former business partner, alleging he reneged on a transaction

By Bruce Kelly
MUTUAL FUNDS FEB 02, 2018
Vanguard fund marks down Uber shares

Pricing nontraded shares is often more art than science.

By John Waggoner
RIA NEWS FEB 02, 2018
In case of Ariel v. Ariel, the little Ariel triumphs

RIA that was sued by asset manager wins case on appeal

By Bloomberg
ALTERNATIVES FEB 02, 2018
Bitcoin bubble shows signs of bursting

Largest digital currency broke below $8,000 for the first time since November; it's down more than 50% from its December peak.

By Bloomberg
RETIREMENT PLANNING FEB 02, 2018
The verdict is in on standing desks

You burn more calories standing than sitting — but not that many.

By Bloomberg
ALTERNATIVES FEB 02, 2018
Senate bill gives BDCs hope for increased leverage

Legislation would allow business development companies to increase debt-to-equity ratio to 2:1, up from 1:1.

By Mark Schoeff Jr.
FIXED INCOME FEB 01, 2018
Treasury market pummeled in its worst January since 2009

'Melt-up' of yields pushes 10-year to 2.74%, its highest level since 2014

By Bloomberg
EQUITIES FEB 01, 2018
Former Fed chairman Alan Greenspan sees bubbles in stocks and bonds

The bond market's bubble will be the "critical issue," he says, and links that to the growing federal deficit.

By Bloomberg
FIXED INCOME FEB 01, 2018
Pimco views 3% 10-year yield as buying opportunity

Other managers argue that level on Treasury note signals a bear market in bonds.

By Bloomberg
EQUITIES FEB 01, 2018
Stock market's rally has room to run, Jeremy Siegel says

WisdomTree investment strategist says equities 'are nowhere near as expensive as bonds.'

By Jeff Benjamin
FIXED INCOME JAN 31, 2018
The good and mostly bad of rising interest rates

While bond prices are falling, higher interest payments cushion the blow.

By John Waggoner
EQUITIES JAN 30, 2018
Jump in or jump out? Advisers hear both sides in this market

As stocks have soared this year, some clients need their fears calmed, while others ask about investing more.

By John Waggoner
PRACTICE MANAGEMENT JAN 30, 2018
The mutual fund men's club needs more women

Only 2% of the $12 trillion in assets in U.S. open-end mutual funds are managed by women.

By Tara Lachapelle
MUTUAL FUNDS JAN 30, 2018
Wall Street can't derail the move to lower fees

Some firms are making it more expensive to buy Vanguard funds, but investors agree with Jack Bogle that "you get what you don't pay for"

By Nir Kaissar
EQUITIES JAN 29, 2018
Correction in equities would be a buying opportunity, Goldman says

Bank's strategists cite signs that markets are headed for a drop of 10% to 20% in coming months.

By Bloomberg
FINTECH JAN 29, 2018
Orion launches direct indexing

Robo-advisers bringing the strategy to investors could disrupt the index fund business.

By Ryan W. Neal
LIFE INSURANCE AND ANNUITIES JAN 29, 2018
Prudential pivots toward indexed annuities

Other big VA carriers such as AIG and Nationwide have already seen success in the indexed annuity market.

By Greg Iacurci
MUTUAL FUNDS JAN 29, 2018
Morgan Stanley said to be trimming 600 funds from platform

While not confirming the number of funds on the chopping block, the firm acknowledged it is culling its offerings.

By John Waggoner
EMERGING MARKETS JAN 26, 2018
How a strong or weak dollar affects investment returns

Falling dollar a boon for international funds, but for how long?

By John Waggoner
LIFE INSURANCE AND ANNUITIES JAN 26, 2018
New York lobbies for nationwide 'best-interest' standard for life insurance sales

Such a rule would mark a big shift in the way life insurance is currently regulated by the states.

By Greg Iacurci