Investing

Displaying 16138 results
ALTERNATIVES JUL 18, 2017
Are music royalties a new alternative investment?

You can get income for a song, but the length of the stream can be hard to predict.

By John Waggoner
RIA NEWS JUL 18, 2017
Indie BD managing $520 million becomes OSJ

HBW Securities in Simi Valley, California, takes 55 reps to Cetera

By Bloomberg
FIXED INCOME JUL 17, 2017
Advisers bracing for Fed's unprecedented bond sale

Effects from winding down a large portion of the Federal Reserve's record $4.5 trillion portfolio are expected to ripple across financial markets.

By Jeff Benjamin
ALTERNATIVES JUL 17, 2017
Oaktree Capital to take over two Fifth Street BDCs in $320 million deal

New owner plans to replace management and lower fees, increasing returns.

By InvestmentNews
MUTUAL FUNDS JUL 14, 2017
Activists add tailwinds to closed-end funds

Persistent discounts have often caught the eye of activist investors

By John Waggoner
LIFE INSURANCE AND ANNUITIES JUL 13, 2017
Manulife weighs a John Hancock IPO or spin-off

Persistently low interest rates have hammered insurance company profitability.

By InvestmentNews
MUTUAL FUNDS JUL 13, 2017
A shares live on, despite some hefty upfront sales charges

Most of the funds are top performers in their categories over the past five years.

By John Waggoner
RETIREMENT PLANNING JUL 13, 2017
LPL to roll out new mutual fund platform as DOL fiduciary rule takes effect

Broker-dealer hasn't yet determined whether the platform will be mandatory when it launches next year, given the fluid regulatory environment.

By Greg Iacurci
MUTUAL FUNDS JUL 12, 2017
Asset management revenue, profits down in 2016 for first time since 2008

Investors are increasingly shifting their money to passively managed strategies.

By Bloomberg
ALTERNATIVES JUL 12, 2017
How options can play a role in portfolios

It is important to analyze each strategy separately based upon their unique characteristics.

By Micah Wakefield
RETIREMENT PLANNING JUL 11, 2017
GOP to keep Obamacare taxes on wealthy in latest health-care bill: sources

Though the House version would repeal the 3.8 percent tax on net investment income and 0.9 percent Medicare surtax, the Senate is trying to win over moderate holdouts.

By Bloomberg
MUTUAL FUNDS JUL 10, 2017
ESG investors like gains as much as anyone else

Flows into environmental, social and governance funds often follow performance.

By John Waggoner
RETIREMENT PLANNING JUL 10, 2017
Fund manager MFS sued for self-dealing in its 401(k) plans

The plaintiff claims the plans were "loaded" with proprietary mutual funds, and 98% of the investable assets were held in company-affiliated investments.

By Greg Iacurci
RETIREMENT PLANNING JUL 08, 2017
Health-insurance reform uncertainty hampers advisers' ability to counsel to clients

Advisers preparing new financial plans are flying blind when it comes to clients' health-care needs.

By crain-api
MUTUAL FUNDS JUL 08, 2017
Will new smart-beta strategies boost target-date funds' performance?

Some money managers are adding smart-beta strategies to win a bigger slice of the TDF pie. But will they stimulate advisers' hunger?

By John Waggoner
EQUITIES JUL 07, 2017
Fidelity: Will Goldilocks market have a happy ending?

Analyst at the money manager says high returns and low volatility are not normal.

By John Waggoner
RETIREMENT PLANNING JUL 07, 2017
5 ways to ensure an HSA isn't subject to ERISA

Employers can avoid headaches by not exercising control over the health savings account process.

By Greg Iacurci
ALTERNATIVES JUL 06, 2017
Gundlach sees more pain for bond bulls as long Treasuries sell off

Rout that began with a weak French debt auction has spread to the U.S. market.

By Bloomberg
RETIREMENT PLANNING JUL 06, 2017
Health savings accounts becoming the new IRAs

Tax advantages lead to investing and the need for financial advice.

By Jeff Benjamin
FINTECH JUL 06, 2017
Dominated by women, tech-heavy fund is up 36% on the year

Seattle-based Zevenbergen Genea observes what products consumers are gravitating to when picking stocks.

By John Waggoner