Investing

Displaying 16137 results
EQUITIES AUG 10, 2017
Investors pour money into bonds, international in July

U.S. stocks? Not so much.

By John Waggoner
RETIREMENT PLANNING AUG 10, 2017
DOL fiduciary rule: Indexed, variable annuities big winners of a proposed delay

Indexed annuity distribution would have been upended in January, but a delay preserves the status quo.

By Greg Iacurci
RETIREMENT PLANNING AUG 09, 2017
How one 401(k) adviser is successfully prospecting clients under the DOL fiduciary rule

The approach leverages relationships with property and casualty insurance brokers.

By Greg Iacurci
EQUITIES AUG 09, 2017
S&P: Managers still faring miserably vs. indexes

Some bright spots in value, small-cap international.

By John Waggoner
RIA NEWS AUG 09, 2017
Private equity investors zero in on the RIA business

P-E proves to be ready and willing to invest in RIAs, but many will be looking to sell in three to seven years.

By Jeff Benjamin
FIXED INCOME AUG 09, 2017
Is inflation a real and present danger?

Low unemployment could spell rising prices.

By John Waggoner
EQUITIES AUG 09, 2017
Pimco and T. Rowe Price warn investors it's time to reduce risk

Firms join chorus of voices urging caution in an expensive market.

By Bloomberg
RETIREMENT PLANNING AUG 08, 2017
Good health is key to retirement security

Incorporating health-care costs into retirement plans can boost an adviser's value.

By Mary Beth Franklin
MUTUAL FUNDS AUG 08, 2017
Wallace Weitz: What it's like to be a value investor in a growth market

Long/short fund up 10% with big short position.

By John Waggoner
EMERGING MARKETS AUG 08, 2017
DoubleLine's Gundlach signals caution, sets cap on firm's growth

The co-founder and chief executive officer of DoubleLine Capital says it's better to be cautious now than to hold on until it's too late.

By Bloomberg
LIFE INSURANCE AND ANNUITIES AUG 08, 2017
Financial trade groups to DOL: Advisers dumping small accounts

As the comment-letter deadline for the Labor Department's fiduciary rule hits, industry organizations warn of orphaned accounts.

By Bruce Kelly
RETIREMENT PLANNING AUG 08, 2017
Health care reform could affect muni bonds

By James Dearborn, Head of Municipal Bond Investments and Senior Portfolio Manager
ALTERNATIVES AUG 04, 2017
Billionaire Paul Singer warns of threat of passive investing

Describes world where small investors have 'little-to-no hope.'

By Bloomberg
MUTUAL FUNDS AUG 04, 2017
Vanguard welcomes fee wars with rivals Fidelity and BlackRock

Vanguard's incoming chief executive officer said the company will keep lowering fund expenses as it grows.

By Bloomberg
MUTUAL FUNDS AUG 04, 2017
5 balanced funds have managed to beat the S&P 500 in the past decade

Balanced funds can make a nice proxy for the virtues of a diversified portfolio.

By John Waggoner
EQUITIES AUG 03, 2017
Stock market gains spark questions from clients

The timing of the next correction is the query AllianceBernstein hears most frequently.

By Bloomberg
ETFS AUG 03, 2017
Fiduciary rule will top agenda for new head of SEC's Division of Investment Management

David Grim steps down after two-decade career at agency; new leader has not been named.

By Mark Schoeff Jr.
EQUITIES AUG 03, 2017
Dow Jones Industrial Average hits 22,000: Should you care?

Make sure clients prepare for inevitable downturn

By John Waggoner
EQUITIES AUG 03, 2017
How should investors approach infrastructure?

By Melda Mergen, Managing Director, Head of Equities
LIFE INSURANCE AND ANNUITIES AUG 02, 2017
Consumer and insurance groups disagree on advice standard for annuity sales

Consumer groups and American Council of Life Insurers square off over how stringent the investment advice standard should be.

By Mark Schoeff Jr.