Investing

Displaying 16142 results
LIFE INSURANCE AND ANNUITIES JUN 11, 2017
How much life and disability is enough?

What to consider when helping clients sufficiently insure their most significant asset

By Richard M. Weber
ETFS JUN 09, 2017
Contrarian alert: ETF investors crowd into tech, flee consumer defensive sector

Watching funds with biggest flows is one way to gauge future performance.

By John Waggoner
FIXED INCOME JUN 09, 2017
Smart Beta: More than Just an Investing Fad

By Gillian Albert
MUTUAL FUNDS JUN 07, 2017
DOL fiduciary rule: Edward Jones changing stance on mutual fund commissions in IRAs

The brokerage cites "additional flexibility" granted by the DOL in recent guidance as a determining factor.

By Greg Iacurci
ALTERNATIVES JUN 06, 2017
Commodity funds a tough sell, while managed futures hold out some hope

Commodity funds have lost an average 8.7% a year over the past five years.

By John Waggoner
ALTERNATIVES JUN 01, 2017
Layoffs, reorganization for First Capital

By Bruce Kelly
MUTUAL FUNDS JUN 01, 2017
Are derivatives hiding risk in your bond portfolio?

By Gene Tannuzzo, CFA, Senior Portfolio Manager, Strategic Income
EQUITIES JUN 01, 2017
Why invest in emerging markets?

Capitalizing on the growth opportunity in emerging markets takes more than just an investment in the conventional benchmark index.

By Edward Kerschner, Chief Portfolio Strategist
FIXED INCOME MAY 31, 2017
Illinois' financial woes present risk — and opportunity — to muni bond investors

The state's 10-year bonds carry a 4.45% yield, but come with a lot of credit risk.

By Jeff Benjamin
ALTERNATIVES MAY 26, 2017
New Jersey fines David Lerner Associates for nontraded REIT sales

Firm will pay $650,000 for suitability, compliance and books and records violations.

By InvestmentNews
LIFE INSURANCE AND ANNUITIES MAY 26, 2017
Voya re-entering buffer annuity market as product popularity grows

Voya's about-face comes amid heightened regulatory scrutiny as customer complaints about buffer annuities have surfaced.

By Greg Iacurci
LIFE INSURANCE AND ANNUITIES MAY 25, 2017
DOL fiduciary rule pushes indexed annuity carriers to develop new products

Insurers are introducing fixed-rate deferred annuities with income guarantees to circumvent BICE.

By Greg Iacurci
EQUITIES MAY 24, 2017
Investments that advisers should look at in an overheated market

Cash, alternatives, international all beckon, but all have pros and cons.

By John Waggoner
EQUITIES MAY 24, 2017
Are emerging markets the place to be when US stocks drop?

They are cheap, but no panacea during a serious downturn.

By John Waggoner
MUTUAL FUNDS MAY 23, 2017
Popularity of index funds and ETFs driving down average costs: Morningstar

Average net expense of all mutual funds drops to 0.57%.

By InvestmentNews
RETIREMENT PLANNING MAY 22, 2017
Advisers want Congress to increase HSA contribution limits

Congress might double contribution limits separately if health care bill falls apart in Senate, consultant says.

By Mark Schoeff Jr.
EQUITIES MAY 22, 2017
Advisers go on the offensive, getting clients ready for the next market correction

Some proactive planners are spelling out for clients the impact of a 10% or 20% correction.

By Liz Skinner
EMERGING MARKETS MAY 22, 2017
Tips on lowering ETF transaction costs

By Gillian Albert
FIXED INCOME MAY 19, 2017
Trump miscues, more cash becoming available will drive summer muni bond rally

As Trump agenda derails, municipal bonds are benefitting from flight to safety as well as a mismatch between bonds maturing and new issues.

By Bloomberg
EQUITIES MAY 18, 2017
Stock market's rally may have further to run

Jeffrey Saut of Raymond James cites the earnings potential of S&P 500 companies as an indication the market can go higher.

By Bruce Kelly