Investing

Displaying 16135 results
FIXED INCOME SEP 19, 2017
With yields low and interest rates headed up, what kind of bonds do advisers buy?

Because they offer diversification, multisector bond funds might be a good bet.

By John Waggoner
Sallie Krawcheck wants Ellevest to change the way women save for retirement
FINTECH SEP 18, 2017
Sallie Krawcheck wants Ellevest to change the way women save for retirement

The former wealth management executive's startup robo-adviser tailors portfolios to women's distinct career paths.

By Bloomberg
MUTUAL FUNDS SEP 14, 2017
SEC fines SunTrust for recommending higher-cost fund shares

Using institutional shares would have saved investors $1.1 million, agency says.

By InvestmentNews
FIXED INCOME SEP 13, 2017
Muni bonds' tax break looks safe for now

The president and Treasury secretary have expressed support for keeping tax breaks in place on municipal bonds.

By Bloomberg
EQUITIES SEP 13, 2017
It's been a good year for publicly traded brokerage firms — but not all

Shares of LPL, Raymond James and Ameriprise are among those outperforming their benchmark, while Oppenheimer Holdings is down by double digits.

By Bruce Kelly
MUTUAL FUNDS SEP 13, 2017
iShares dominating ETF inflows for 2017

Vanguard is in second place, with all other competitors falling far behind.

By John Waggoner
LIFE INSURANCE AND ANNUITIES SEP 11, 2017
DOL fiduciary rule has enforcement gaps — and they could widen

Parts of the rule not subject to a contract requirement don't offer investors an avenue to recover losses if they receive bad advice.

By Greg Iacurci
EQUITIES SEP 11, 2017
Bull market leaves these stock fund categories behind

Small-cap, mid-cap and value funds have lagged the S&P 500.

By John Waggoner
MUTUAL FUNDS SEP 08, 2017
Irma wreaks havoc on mutual funds even before it reaches Florida

By Bloomberg
ETFS SEP 08, 2017
Morningstar ETF conference: Momentum, Bitcoin and Selena Gomez

And millennials' love of ETFs continues to grow

By John Waggoner
MUTUAL FUNDS SEP 07, 2017
Vanguard's Joe Davis: Automation of jobs is trend that will define our lifetimes

Forty-seven percent of all of U.S. jobs could be eliminated.

By John Waggoner
EMERGING MARKETS SEP 06, 2017
How to invest in frontier markets

If you're not afraid of a little risk (okay, a lot of risk), markets in places like Kazakhstan, Zimbabwe and Ghana are on a tear

By John Waggoner
ALTERNATIVES SEP 06, 2017
Rich times embolden private equity dealmakers to fly solo

More startups in pipeline, spurred by potent lure of big financial payouts.

By Bloomberg
ETFS SEP 06, 2017
Dalia Blass could tackle fiduciary standard as first order of business at SEC

She is also expected to set the agenda for ETFs, an area in which she has expertise from her previous time at the SEC.

By Mark Schoeff Jr.
In the ETF world, spoils still go to the biggest and cheapest
ETFS SEP 06, 2017
In the ETF world, spoils still go to the biggest and cheapest

New entrants dominate Morningstar ETF conference.

By John Waggoner
MUTUAL FUNDS SEP 06, 2017
Yusko of Morgan Creek Capital to build ETF partnership with AdvisorShares

The outspoken critic of passive investing plans to make his fund actively managed.

By Bloomberg
FIXED INCOME SEP 06, 2017
Will This Bull Market Persist?

By Bloomberg
LIFE INSURANCE AND ANNUITIES SEP 05, 2017
MetLife cutting annuity pay to some of its former advisers

Advisers who moved to other broker-dealers after MetLife sold to Massachusetts Mutual are seeing trailing commissions cut on VA and fixed annuity contracts.

By Bruce Kelly
MUTUAL FUNDS SEP 05, 2017
Russell Investments names Michelle Seitz CEO

During her tenure at William Blair, the firm saw its assets grow to $65 billion from $2.3 billion.

By John Waggoner
FIXED INCOME SEP 05, 2017
Mounting evidence shows eco-friendly bonds outperform conventional ones

HSBC Holdings report reveals bonds that finance environmental projects offer greater value to investors.

By Bloomberg