Investing

Displaying 16137 results
EQUITIES AUG 24, 2017
Tech bubble just talk — for now

But technology stocks could fall just as hard, or harder, than the S&P 500 in a broad market downturn.

By John Waggoner
RETIREMENT PLANNING AUG 23, 2017
Despite misleading ads, annuities can be critical for lifetime income planning

Advisers need to provide investors with clear, useful information on annuities in order to dispel inaccurate perceptions.

By Greg Cicotte
LIFE INSURANCE AND ANNUITIES AUG 23, 2017
Thrivent Financial quietly expands beyond Christians

From its origins with Lutherans, the world's largest fraternal organization now aims to serve 'middle America.'

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES AUG 22, 2017
Allstate sues Ameriprise for allegedly stealing client information

According to the lawsuit, agents being recruited away have been encouraged to create contact lists and download data on flash drives to later solicit clients.

By Bruce Kelly
Active ETFs are ripe for transparent, low-cost strategies
EQUITIES AUG 22, 2017
Active ETFs are ripe for transparent, low-cost strategies

They combine the benefits of active management with liquidity, transparency and cost efficiency.

By Vinay Nadkarni
FIXED INCOME AUG 22, 2017
High-grade U.S. bonds run at fastest pace ever past $1 trillion

Recent offerings include those from AT&T, Amazon, Philip Morris and BAT.

By Bloomberg
RETIREMENT PLANNING AUG 21, 2017
401(k) advisers value active management in some categories, despite indexing craze

Fixed income and emerging markets are areas where active funds make sense, some experts say.

By Bruce Shutan
EMERGING MARKETS AUG 19, 2017
Emerging issues affecting financial advice

The profession will need to adjust to enormous shifts in the socioeconomic environment in the coming decade.

By ecooper
EMERGING MARKETS AUG 19, 2017
Big gains attract new money to emerging markets, but should investors stay?

An estimated $6.7 billion has flowed into emerging-market stock funds and ETFs so far this year, according to Morningstar.

By John Waggoner
ALTERNATIVES AUG 19, 2017
Best- and worst-performing emerging-market funds

By IN Research and Ellie Zhu
EMERGING MARKETS AUG 18, 2017
Mutual fund class of 2016 gets boost from international investments

Fund sponsors followed flows, which led to a reasonably happy outcome for many.

By John Waggoner
FINTECH AUG 18, 2017
Will Jeffrey Gundlach's Trump-like approach on Twitter work in financial services?

The DoubleLine CEO's attacks on Wall Street Journal reporters is igniting a discussion on what's fair game on social media.

By Jeff Benjamin
EMERGING MARKETS AUG 16, 2017
International investing: How to set an allocation you — and your clients — can live with

International mutual funds and ETFs are on a roll. Is it time to get in or get out?

By John Waggoner
EMERGING MARKETS AUG 16, 2017
ETFs making emerging markets vulnerable to sudden outflows: Citi

The $244 billion invested in emerging-market ETFs is about 19 percent of the total invested in emerging-market mutual funds, according to the firm.

By Bloomberg
FIXED INCOME AUG 15, 2017
European junk bonds posted highest returns after financial crisis

Investors who bought high-yield corporate debt made 100% on their money over the last 10 years.

By Bloomberg
RETIREMENT PLANNING AUG 15, 2017
How to select the right TDF for a 401(k) plan

A fiduciary process involves a full understanding of what should be done, rather than what can be done.

By Blaine F. Aikin
MUTUAL FUNDS AUG 15, 2017
Eduardo Repetto to leave Dimensional Fund Advisors

Gerald O'Reilly, currently co-CIO, will take over as co-CEO with David Butler.

By John Waggoner
ALTERNATIVES AUG 15, 2017
Alternative strategies boomed after crisis, but haven't been tested

Because the S&P 500 has outperformed, convincing clients they need protection is a hard sell.

By Jeff Benjamin
PRACTICE MANAGEMENT AUG 14, 2017
FSC Securities to pay $592,000 for failure to supervise leveraged ETFs

The Financial Industry Regulatory Authority Inc. and FSC Securities last Thursday announced that the firm will pay a $100,000 fine and $492,000 to clients.

By Bruce Kelly
RETIREMENT PLANNING AUG 10, 2017
Manulife cites 'challenging' businesses amid spinoff talk

The company may seek to exit its John Hancock unit in the U.S.

By Bloomberg