Investing

Displaying 16143 results
MUTUAL FUNDS MAR 29, 2017
BlackRock shakes up struggling active stock-picking unit

Changes include laying off workers, cutting fees and moving funds to its quant unit

By Bloomberg
ALTERNATIVES MAR 29, 2017
REITs: Laggards, but for how long?

Rising rates and high expectations have hurt the real estate vehicle, but a few factors could brighten its outlook.

By John Waggoner
LIFE INSURANCE AND ANNUITIES MAR 28, 2017
Department of Labor's fiduciary rule blamed for insurers' massive hit on variable annuity sales

By Greg Iacurci
MUTUAL FUNDS MAR 28, 2017
Vanguard shareholders in 15 funds get fee break

Expenses lower by one to three basis points in several state muni bond funds

By InvestmentNews
FIXED INCOME MAR 27, 2017
Bill Gross ends lawsuit with Pimco for $81 million and his reputation intact

Pimco gives legendary bond king kind words and money to settle rancorous suit.

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAR 27, 2017
Tontines could be making a comeback, providing alternative for retirement income

Re-engineered, investment vehicles could provide alternative for retirement income.

By InvestmentNews
RETIREMENT PLANNING MAR 27, 2017
Tips for managing clients' health care expenses in retirement

Financial advisers should incorporate health care planning into their practices.

By Jamie Hopkins
RIA NEWS MAR 26, 2017
Fidelity's RIA business: a strong No. 2 that's working harder

The firm doesn't have as many adviser assets as rival Charles Schwab & Co., but together they control 70% of the market.

By John Waggoner
ALTERNATIVES MAR 24, 2017
Resolving Nick Schorsch's legal problems taking a long time

Criminal trial for an associate is slated to start in June, but little has been resolved on civil side.

By Bruce Kelly
FINTECH MAR 24, 2017
Remember the tech wreck? For some, the hurting hasn't stopped

Seventeen years later, some funds are still showing losses.

By John Waggoner
FIXED INCOME MAR 23, 2017
Vanguard's Joe Davis on interest rates, the US economy and what the Federal Reserve will do next

Plus, the global chief economist and head of the Vanguard Investment Strategy Group discusses whether federal debt is at crisis levels.

By John Waggoner
MUTUAL FUNDS MAR 23, 2017
American Funds clobber Lipper Awards for target-date funds

Thrivent nabs two best overall trophies, while TIAA gets best overall large fund company for fifth straight year.

By John Waggoner
MUTUAL FUNDS MAR 23, 2017
The full list of 2017 Lipper Fund Awards winners

By Ellie Zhu
EQUITIES MAR 22, 2017
A case of disappearing shares

By InvestmentNews
RETIREMENT PLANNING MAR 22, 2017
Tax cut optimism may be overblown

Wall Street Journal columnist notes health care resolution must come first, making any tax reform more distant.

By InvestmentNews
LIFE INSURANCE AND ANNUITIES MAR 20, 2017
Rules governing indexed universal life insurance may not go far enough

Recent rules have led to some improvements in policy illustrations, but observers still see room to make them even better.

By Greg Iacurci
EMERGING MARKETS MAR 20, 2017
Expect slow but steady economic growth worldwide

By Gillian Albert
RETIREMENT PLANNING MAR 19, 2017
Large advisory shops build custom target-date funds

The firms are able to deliver the funds at low cost to small 401(k) plans, but some question if there's a potential conflict involved in recommending proprietary funds.

By Greg Iacurci
MUTUAL FUNDS MAR 17, 2017
Small funds get less Morningstar attention, says industry watcher

Mutual Fund Observer finds many five-star small funds no longer covered.

By InvestmentNews
RETIREMENT PLANNING MAR 16, 2017
Some active target-date fund managers shine as passive management continues 401(k) onslaught

American Funds and American Century saw the largest percentage growth last year among prominent TDF providers.

By Greg Iacurci