Investing

Displaying 13499 results
ALTERNATIVES FEB 14, 2017
Trump throws monkey wrench into REIT sector

His election and his attraction to a stronger dollar have helped spur higher rates and resulted in higher bond yields, both bad news for REITs.

By Rani Molla
Couple wins $922K arbitration claim over illiquid real estate investments
ALTERNATIVES FEB 14, 2017
Couple wins $922K arbitration claim over illiquid real estate investments

Claimants' invested in a real estate private placement, Sonoma Ridge Partners, as well as nontraded REITs sponsored by KBS.

By Bruce Kelly
MUTUAL FUNDS FEB 13, 2017
Lower taxes could hit municipal bond yields

Individual and corporate tax reform add uncertainty to staid market.

By John Waggoner
FIXED INCOME FEB 13, 2017
Foreign creditors dumping American Treasuries in warning to Trump

From Tokyo to Beijing and London, the consensus is clear: Few overseas investors want to step into the $13.9 trillion U.S. Treasury market right now.

By Bloomberg
MUTUAL FUNDS FEB 10, 2017
European stocks far cheaper than US stocks

Political worries, debt woes weighs heavy.

By John Waggoner
RIAs at odds over fees for clients' cash balances
RIAS FEB 10, 2017
RIAs at odds over fees for clients' cash balances

For many advisers, whether to charge on cash depends on how much time they are spending managing those assets. .

By Jeff Benjamin
MUTUAL FUNDS FEB 09, 2017
Putnam merges, liquidates 10 funds

The funds the Boston-based company is liquidating had assets ranging from $32.8 million to $7 million.

By John Waggoner
EQUITIES FEB 08, 2017
Why the calendar is making some advisers look smarter than they really are

Numbers don't lie, but boy can they be deceptive.

By John Waggoner
ALTERNATIVES FEB 08, 2017
Ron Carson reveals friction with LPL led to move to Cetera

Carson ends a 28-year relationship by moving his firm from LPL to Cetera.

By Jeff Benjamin
MUTUAL FUNDS FEB 07, 2017
How do you deploy cash in this market?

Putting fresh money to work in today's market can be particularly worrisome, with the S&P 500 currently selling for 21 times its past 12 months' earnings.

By John Waggoner
RETIREMENT PLANNING FEB 06, 2017
Investors mix target-date funds and other investments to pursue specific strategies

Defined contribution plan participants who mix strategies “seem to be conducting reasonable investment practices,” according to new research from Vanguard.

By Robert Steyer
MUTUAL FUNDS FEB 06, 2017
These mutual funds have a history of losing money

But the fact that lots of money flowed into a fund with a terrible record doesn't necessarily mean that everyone who invested during that period suffered.

By John Waggoner
RIAS FEB 03, 2017
Most advisers think the industry will continue down a fiduciary path despite rule delay

President Trump's decision to halt the DOL fiduciary rule drew mixed reactions from industry professionals.

By John Waggoner
Elderly investors win $1.25 million Finra arbitration over failed medical start-up investments
ALTERNATIVES FEB 03, 2017
Elderly investors win $1.25 million Finra arbitration over failed medical start-up investments

The claimants alleged the Connecticut investment bank negligently supervised its broker.

By Bruce Kelly
RIAS FEB 02, 2017
Clean shares could revolutionize the fund industry

Divorce distribution and management fees

By John Waggoner
RIAS FEB 02, 2017
Another salvo in the fee wars: Schwab cuts expense ratios on index funds

Offers guarantee on services.

By John Waggoner
FIXED INCOME FEB 01, 2017
Meet the woman who's turning around Pimco

On Jackie Hunt's watch, home of what was once the world's largest bond firm reported its first net inflows since 2013, ending a painful period that culminated in the departure of star co-founder Bill Gross.

By Bloomberg
ESG JAN 26, 2017
How sustainable investing is like climbing a mountain

Envestnet co-founder and executive vice president James Lumberg reflects on why investing with the intention of saving the world is no different from ascending its biggest summits.

By James Lumberg
Meet the ETF Class of 2016
ALTERNATIVES JAN 26, 2017
Meet the ETF Class of 2016

Most are majoring in smart beta.

By John Waggoner
When it comes to investment returns, not all robos measure up
EQUITIES JAN 25, 2017
When it comes to investment returns, not all robos measure up

Schwab and Vanguard at opposite ends of robos' performance spectrum, advisory firm's report finds.

By Liz Skinner