Investing

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Morgan Stanley brokers will keep Ohio National annuity trail commissions
LIFE INSURANCE AND ANNUITIES OCT 25, 2018
Morgan Stanley brokers will keep Ohio National annuity trail commissions

The controversial elimination of trail compensation on certain VA contracts won't apply to this firm's brokers.

By Greg Iacurci
Fidelity ramps up 401(k) managed account distribution
RETIREMENT PLANNING OCT 25, 2018
Fidelity ramps up 401(k) managed account distribution

Company plans to bypass record keepers and ask plan sponsors directly if they will offer its managed accounts to retirement plan participants.

By Greg Iacurci
Stock market pullback brings out the buyers
EQUITIES OCT 24, 2018
Stock market pullback brings out the buyers

While some investors react with alarm to market decline, others see it as an opportunity to buy low

By Jeff Benjamin
The market doesn't care about positive earnings
EQUITIES OCT 24, 2018
The market doesn't care about positive earnings

Stocks are ignoring corporate earnings reports to focus on macro worries about rising rates and trade tensions.

By Bloomberg
Investing to sustain innovation
ALTERNATIVES OCT 23, 2018
Investing to sustain innovation

It's possible to invest directly in the individuals and communities that make creative enterprises possible.

By John K.S. Wilson
Wealth Enhancement Group buys second Philly-area RIA in as many months
ALTERNATIVES OCT 23, 2018
Wealth Enhancement Group buys second Philly-area RIA in as many months

Addition of $470 million GDM Advisory Group pushes Wealth Enhancement to $9.7 billion under management.

By Jeff Benjamin
Ohio National stokes adviser fears over annuity trail compensation
LIFE INSURANCE AND ANNUITIES OCT 23, 2018
Ohio National stokes adviser fears over annuity trail compensation

Advisers are concerned that Ohio National's "scorched-earth policy" may lead other insurers to take a similar action.

By Greg Iacurci
Is the endowment model relevant for individual investors?
EQUITIES OCT 22, 2018
Is the endowment model relevant for individual investors?

Endowments' use of alternatives could become more attractive to individuals given the returns expected on both stocks and bonds.

By Daniel Wildermuth
Unit investment trusts could take center stage amid market volatility
OPINION OCT 22, 2018
Unit investment trusts could take center stage amid market volatility

Given the way they're structured, UITs are a more targeted approach to investing than mutual funds or ETFs

By Dryden Pence
Best- and worst-performing international funds
MUTUAL FUNDS OCT 20, 2018
Best- and worst-performing international funds

By IN Research and Ellie Zhu
Best- and worst-performing fixed-income funds
MUTUAL FUNDS OCT 20, 2018
Best- and worst-performing fixed-income funds

By category, ranked by one-year total returns.

By John Goff
Best- and worst-performing equity funds
ALTERNATIVES OCT 20, 2018
Best- and worst-performing equity funds

By category, ranked by one-year total returns.

By mlanche
Cheap is great; free will usually cost you
OPINION OCT 19, 2018
Cheap is great; free will usually cost you

In the financial services industry, free simply doesn't exist. It can't.

By Barry Ritholtz
Market volatility brings alternative investments back into focus
ALTERNATIVES OCT 19, 2018
Market volatility brings alternative investments back into focus

Asset managers struggle to get investors on board before it's too late.

By Jeff Benjamin
Paul Allen's $26 billion estate could take years to unravel
RETIREMENT PLANNING OCT 18, 2018
Paul Allen's $26 billion estate could take years to unravel

Microsoft co-founder's holdings akin to 'a major corporation.'

By Bloomberg
RIA consolidation on pace for sixth straight record year
ALTERNATIVES OCT 18, 2018
RIA consolidation on pace for sixth straight record year

Private-equity investors continue to drive M&A activity.

By Jeff Benjamin
Tech turnaround might seem familiar to whipsawed investors
MUTUAL FUNDS OCT 17, 2018
Tech turnaround might seem familiar to whipsawed investors

Biggest ETF tracking the Nasdaq 100 has experienced five sell-offs so far this year.

By Bloomberg
New ETF team at Bank of America picks funds
ETFS OCT 17, 2018
New ETF team at Bank of America picks funds

Just last year, a new law lifted a U.S. regulatory ban on brokers putting buy or sell ratings on exchange-traded funds.

By Bloomberg
Investors increasingly bearish on global growth
EQUITIES OCT 16, 2018
Investors increasingly bearish on global growth

Survey of fund managers shows high level of bearishness.

By Bloomberg
ETF investors are rewriting the rules on hedging risk
EQUITIES OCT 16, 2018
ETF investors are rewriting the rules on hedging risk

Amid rising rates and a stock sell-off, traders head to safety via routes like utilities and ultra-short fixed income.

By Bloomberg