Investing

Displaying 16143 results
RETIREMENT PLANNING APR 17, 2017
Fees, lawsuits top concerns for defined contribution executives

Fees and costs remained at or near the top of respondents' answers in a new survey by Pacific Investment Management Co., no matter how the questions were phrased.

By Robert Steyer
MUTUAL FUNDS APR 17, 2017
For Vanguard, a tsunami of money means more employees and lower fees

In January and February alone, mutual fund giant took in nine out of every $10 invested in a U.S. mutual fund or ETF.

By InvestmentNews
LIFE INSURANCE AND ANNUITIES APR 14, 2017
Finra arbitration panel awards Wilbanks Securities investor $1 million for misleading sales pitch on variable annuity

By Mark Schoeff Jr.
EQUITIES APR 12, 2017
Active fund managers underperform once again: S&P

And their results don't get any better over the long term.

By John Waggoner
Brinker Capital rolls out DOL fiduciary rule-friendly funds
MUTUAL FUNDS APR 12, 2017
Brinker Capital rolls out DOL fiduciary rule-friendly funds

By Jeff Benjamin
EQUITIES APR 12, 2017
Investors pour into bond funds in March

But junk funds get trashed.

By John Waggoner
LIFE INSURANCE AND ANNUITIES APR 12, 2017
State insurance commissioners consider strengthening annuity sales rules

DOL fiduciary rule inspires questions about whether annuity transactions' current suitability standard is sufficient.

By Mark Schoeff Jr.
RETIREMENT PLANNING APR 11, 2017
Retirement plan advisers should bone up on lifetime income

Expect rapid product innovation and growing demand in this area, along with considerable business opportunity

By Blaine F. Aikin
ALTERNATIVES APR 10, 2017
Listed funds offer access to private equity with liquidity

Still risky, but less expensive and more liquid than partnerships.

By John Waggoner
ALTERNATIVES APR 07, 2017
Gold shines in an uncertain bull market

A bit of gold helps on days when unpredictability abounds.

By John Waggoner
FIXED INCOME APR 07, 2017
Pimco's Dan Ivascyn is relieved firm's lawsuit with Bill Gross is over

Ace manager talks about the Fed, interest rates and his biggest worry as a bond investor.

By John Waggoner
OPINION APR 07, 2017
How to define yourself as a life insurance adviser

Distinguishing yourself from life insurance sales people leads to better working relationships and ensures your clients' best interests are served.

By Barry Flagg
FIXED INCOME APR 06, 2017
Arizona broker-dealer settles charges it underwrote fraudulent muni bonds

Lawson Financial settles with SEC over due diligence in nursing home financings.

By InvestmentNews
ALTERNATIVES APR 06, 2017
Nontraded BDC to pursue listing on national exchange

If successful, Corporate Capital Trust would be the second nontraded BDC to have a liquidity event and list on an exchange.

By Bruce Kelly
RETIREMENT PLANNING APR 05, 2017
'Retirement Rip-Off Counter' underscores impact of Department of Labor's fiduciary rule delay

By Liz Skinner
ETFS APR 04, 2017
Record $132 billion flowed into ETFs in first quarter

Fixed income had best quarter ever, while equity inflows continued at blistering pace

By InvestmentNews
Help clients boost returns without increasing risk
LIFE INSURANCE AND ANNUITIES APR 03, 2017
Help clients boost returns without increasing risk

If your clients are considering private placement life insurance or private placement variable annuities, here's what you should consider as part of the planning process.

By Aaron Hodari
MUTUAL FUNDS APR 03, 2017
First quarter stock performance soars, though investors pay a high price for it

Large-cap, growth and international funds take the lead.

By John Waggoner
WIREHOUSES MAR 31, 2017
UBS loses another Puerto Rico bond claim, this time for $4.4 million

This is the third multimillion-dollar loss involving Puerto Rico bonds or bond funds UBS has seen since December.

By Bruce Kelly
MUTUAL FUNDS MAR 31, 2017
As Fed raises interest rates, money funds increase yields, some to more than 1%

Clients won't get rich, but at least they'll get more than zero.

By John Waggoner