Investing

Displaying 17146 results
True costs of an ETF lie far beyond its expense ratio
ETFS OCT 04, 2018
True costs of an ETF lie far beyond its expense ratio

In addition to explicit expenses, implicit and opportunity costs should be factored into which exchange-traded fund is chosen.

By CNELSON
Transamerica pays $195 million to settle lawsuit over universal life insurance
LIFE INSURANCE AND ANNUITIES OCT 04, 2018
Transamerica pays $195 million to settle lawsuit over universal life insurance

Suit alleged the insurer improperly increased monthly costs to avoid guaranteed monthly interest payments.

By Ryan W. Neal
Treasury sell-off enters second day
FIXED INCOME OCT 04, 2018
Treasury sell-off enters second day

10-year note yield moves above 3.20% for the first time since 2011.

By Bloomberg
More big names in financial services enter the cryptocurrency world
ALTERNATIVES OCT 04, 2018
More big names in financial services enter the cryptocurrency world

TD Ameritrade and Ric Edelman are the latest to invest in digital asset companies.

By Ryan W. Neal
Why You Needed a Continuity Plan Yesterday
OPINION OCT 04, 2018
Why You Needed a Continuity Plan Yesterday

With many people depending on a practice to continue operating in an advisor's absence, it's vital to have a detailed continuity plan. Learn how to get started on yours today.

By Roger Verboon
MUTUAL FUNDS OCT 04, 2018
Tools of the Trade

Like stocks, ETFs are portfolios of holdings in which shares trade throughout the day—but there are key differences. Explore three levels of ETF liquidity.

By Gillian Albert
Mary Beth Franklin: Slowing drug costs temper health care inflation
RETIREMENT PLANNING OCT 03, 2018
Mary Beth Franklin: Slowing drug costs temper health care inflation

But medical expenses will consume a growing portion of retirement budgets.

By Mary Beth Franklin
Settlements at old Schorsch REIT could cost shareholders $730 million
ALTERNATIVES OCT 03, 2018
Settlements at old Schorsch REIT could cost shareholders $730 million

Accounting scandal from 2014 could wind up costing shareholders 75 cents per share, analyst says.

By Bruce Kelly
JB Investment Management joins RMB Capital
FIXED INCOME OCT 03, 2018
JB Investment Management joins RMB Capital

JB Investment Management helps RMB expand their fixed income offerings for clients.

By Bloomberg
Ohio National to end brokerage arrangements, eliminate adviser compensation on variable annuities
INDEPENDENT BROKER DEALERS OCT 02, 2018
Ohio National to end brokerage arrangements, eliminate adviser compensation on variable annuities

Financial advisers say the move will leave their clients vulnerable and sets a bad industry precedent.

By Greg Iacurci
Stock market's blowout third quarter attracts retail investors
EQUITIES OCT 01, 2018
Stock market's blowout third quarter attracts retail investors

But Wall Street strategists are urging caution amid forecasts that profit growth will slow.

By Bloomberg
BlackRock is the winner and loser in this bond ETF fee fight
ETFS OCT 01, 2018
BlackRock is the winner and loser in this bond ETF fee fight

Cheaper corporate bond exchange-traded fund sees big inflows, while a similar BlackRock fund with higher expenses sees outflows

By Bloomberg
Long-term-care insurance gets a boost, but there's more to do
RETIREMENT PLANNING SEP 29, 2018
Long-term-care insurance gets a boost, but there's more to do

Kudos to the NAIC for making LTC policies safer.

By crain-api
An adviser's guide to Medicare open enrollment
RETIREMENT PLANNING SEP 28, 2018
An adviser's guide to Medicare open enrollment

Encourage clients to review their drug coverage and Advantage plans for 2019.

By Mary Beth Franklin
John Hancock testing wellness programs for long-term-care policyholders
RETIREMENT PLANNING SEP 28, 2018
John Hancock testing wellness programs for long-term-care policyholders

The insurer, which recently doubled down on a strategy to encourage healthy living among life-insurance clients, is now doing the same on the LTC side.

By Greg Iacurci
Health-care planning presents an opportunity for advisers
RETIREMENT PLANNING SEP 27, 2018
Health-care planning presents an opportunity for advisers

New tools calculate costs, potential savings and solutions.

By Mary Beth Franklin
Masterworks is opening fine art investing to the masses
ALTERNATIVES SEP 27, 2018
Masterworks is opening fine art investing to the masses

Investors can buy into a Monet painting for $21.05 a share; a Warhol piece goes for $20 a share.

By Sarah Min
House approves retirement-savings bill that eases use of annuities in workplace plans
RETIREMENT PLANNING SEP 27, 2018
House approves retirement-savings bill that eases use of annuities in workplace plans

Supporters hope Senate will move similar legislation to increase chances in lame-duck session

By Mark Schoeff Jr.
Cash comes into focus as interest rates continue ascent
MUTUAL FUNDS SEP 26, 2018
Cash comes into focus as interest rates continue ascent

Yields on money market funds, short-term CDs and other cash accounts have risen as the Fed continues to raise interest rates, and this has big implications for advisers.

By Greg Iacurci
Secrets Behind Success: How do top firms retain great talent? (Hint: It's not all about the money)
RETIREMENT PLANNING SEP 26, 2018
Secrets Behind Success: How do top firms retain great talent? (Hint: It's not all about the money)

Most leaders at some point have found themselves discussing how to “keep” a certain talented individual from leaving the organization. There are several powerful tools for retention, but which strategies are proven to deliver real results?

By Gillian Albert