Investing

Displaying 13499 results
MUTUAL FUNDS MAR 23, 2017
American Funds clobber Lipper Awards for target-date funds

Thrivent nabs two best overall trophies, while TIAA gets best overall large fund company for fifth straight year.

By John Waggoner
MUTUAL FUNDS MAR 23, 2017
The full list of 2017 Lipper Fund Awards winners

By Ellie Zhu
EQUITIES MAR 22, 2017
A case of disappearing shares

By InvestmentNews
EMERGING MARKETS MAR 20, 2017
Expect slow but steady economic growth worldwide

By Gillian Albert
RETIREMENT PLANNING MAR 19, 2017
Large advisory shops build custom target-date funds

The firms are able to deliver the funds at low cost to small 401(k) plans, but some question if there's a potential conflict involved in recommending proprietary funds.

By Greg Iacurci
MUTUAL FUNDS MAR 17, 2017
Small funds get less Morningstar attention, says industry watcher

Mutual Fund Observer finds many five-star small funds no longer covered.

By InvestmentNews
RETIREMENT PLANNING MAR 16, 2017
Some active target-date fund managers shine as passive management continues 401(k) onslaught

American Funds and American Century saw the largest percentage growth last year among prominent TDF providers.

By Greg Iacurci
MUTUAL FUNDS MAR 15, 2017
Investors flee some low-volatility funds — possibly at worst time

Rising rates and markets with already low volatility are the biggest factors causing the drain.

By John Waggoner
Why the best portfolios mix active and passive investments
OPINION MAR 15, 2017
Why the best portfolios mix active and passive investments

Beating a benchmark is an empty victory if an investor cannot meet their financial priorities.

By Andrew Crowell
ALTERNATIVES MAR 13, 2017
Alternatives in the mainstream – A growth opportunity for advisers

By InvestmentNews Research
FINTECH MAR 12, 2017
Helping investors keep their footing in shifting sands

Markets are significantly different than they were 10 years ago. Are Technology and safeguards keeping pace?

By Kara M. Stein
ALTERNATIVES MAR 10, 2017
Investors accuse Nicholas Schorsch of plundering RCAP for own gain

Unsecured creditors claim one-time REIT czar and his partners siphoned revenue from RCAP to enrich themselves, leaving shareholders in the lurch.

By Bruce Kelly
MUTUAL FUNDS MAR 09, 2017
Senate panel approves bill to promote ETF research

Measure, passed by overwhelming House majority last year, gives brokers safe harbor for issuing reports.

By Mark Schoeff Jr.
RETIREMENT PLANNING MAR 08, 2017
Brokers-dealers move to trim fund offerings as they adjust to DOL rule

Small fund companies may have to pivot, by embracing a niche specialization or redirecting sales forces toward new distribution channels.

By Greg Iacurci
MUTUAL FUNDS MAR 08, 2017
Expect a spring torrent of new mutual fund share classes

Sparked by the DOL fiduciary rule, T shares and clean shares are expected to flood the market

By John Waggoner
ALTERNATIVES MAR 08, 2017
Nasdaq courts advisers with new private-equity trading platform

Marketplace promises PE rarities: liquidity and lower investment minimums.

By Jeff Benjamin
FINTECH MAR 07, 2017
Impact investing portfolios that come with a performance guarantee

Three new portfolios from Motif Investing promise to refund a monthly subscription fee for underperformance

By Liz Skinner
ESG MAR 06, 2017
'Green bond' ETF launched by VanEck

Fund is collection of debt used to finance pro-environment projects.

By InvestmentNews
MUTUAL FUNDS MAR 06, 2017
Judge orders advisory firm to give up Ariel name

Ariel Investments wins trademark suit against small Florida RIA with same name.

By Liz Skinner
ESG MAR 06, 2017
5 investment trends behind growth in sustainable and impact investing

Many investors want to make sure the enterprises in which they invest don't fund practices that run counter to their personal values.

By Bloomberg