Investing

Displaying 16143 results
MUTUAL FUNDS MAR 15, 2017
Investors flee some low-volatility funds — possibly at worst time

Rising rates and markets with already low volatility are the biggest factors causing the drain.

By John Waggoner
Why the best portfolios mix active and passive investments
OPINION MAR 15, 2017
Why the best portfolios mix active and passive investments

Beating a benchmark is an empty victory if an investor cannot meet their financial priorities.

By Andrew Crowell
6 essential ingredients to life insurance advice
OPINION MAR 14, 2017
6 essential ingredients to life insurance advice

Life insurance is the last, largest, most-neglected asset on clients' balance sheets and in desperate need of management.

By Barry Flagg
ALTERNATIVES MAR 13, 2017
Alternatives in the mainstream – A growth opportunity for advisers

By InvestmentNews Research
FINTECH MAR 12, 2017
Helping investors keep their footing in shifting sands

Markets are significantly different than they were 10 years ago. Are Technology and safeguards keeping pace?

By Kara M. Stein
ALTERNATIVES MAR 10, 2017
Investors accuse Nicholas Schorsch of plundering RCAP for own gain

Unsecured creditors claim one-time REIT czar and his partners siphoned revenue from RCAP to enrich themselves, leaving shareholders in the lurch.

By Bruce Kelly
MUTUAL FUNDS MAR 09, 2017
Senate panel approves bill to promote ETF research

Measure, passed by overwhelming House majority last year, gives brokers safe harbor for issuing reports.

By Mark Schoeff Jr.
RETIREMENT PLANNING MAR 08, 2017
Brokers-dealers move to trim fund offerings as they adjust to DOL rule

Small fund companies may have to pivot, by embracing a niche specialization or redirecting sales forces toward new distribution channels.

By Greg Iacurci
MUTUAL FUNDS MAR 08, 2017
Expect a spring torrent of new mutual fund share classes

Sparked by the DOL fiduciary rule, T shares and clean shares are expected to flood the market

By John Waggoner
ALTERNATIVES MAR 08, 2017
Nasdaq courts advisers with new private-equity trading platform

Marketplace promises PE rarities: liquidity and lower investment minimums.

By Jeff Benjamin
RETIREMENT PLANNING MAR 08, 2017
Study finds most retirees want guaranteed lifetime income

Consumers want products that offer peace of mind and make it easier to manage a budget in retirement.

By Mary Beth Franklin
RETIREMENT PLANNING MAR 07, 2017
Advisers embrace elimination of Obamacare taxes, question GOP replacement plan

The House Republican approach kills investment-income levies, but the breadth of coverage could shrink.

By Mark Schoeff Jr.
MUTUAL FUNDS MAR 06, 2017
Judge orders advisory firm to give up Ariel name

Ariel Investments wins trademark suit against small Florida RIA with same name.

By Liz Skinner
EQUITIES MAR 03, 2017
Post-election confidence leads to gains for domestic stock funds

SPDR S&P 500 sees biggest inflow since 2014.

By John Waggoner
MUTUAL FUNDS MAR 03, 2017
Bill Gross' Pimco successor, Dan Ivascyn, is on a hot streak

The Pimco Income Fund returned 10.6% in the past 12 months alone and investor money is now pouring in at a pace unseen by any other actively managed stock or bond fund

By Bloomberg
FIXED INCOME MAR 02, 2017
A caution light for high-yield bonds

By John Waggoner
RETIREMENT PLANNING MAR 02, 2017
Taking value into account could improve target-date results: study

By John Waggoner
LIFE INSURANCE AND ANNUITIES MAR 01, 2017
The Hartford wins excessive-fee lawsuit

The lawsuit is similar to ones filed against other insurance companies in recent years, which challenge the fee levels received by the firm versus a fund's subadvisers.

By Greg Iacurci
MUTUAL FUNDS MAR 01, 2017
TD Ameritrade jumps into pricing battle with Fidelity and Schwab

TD is cutting online brokerage commissions to $6.95 from $9.99.

By Bloomberg
Strict timeline governs health savings accounts and Medicare
RETIREMENT PLANNING FEB 28, 2017
Strict timeline governs health savings accounts and Medicare

Beware of a six-month look-back period and tax penalties.

By Mary Beth Franklin