Investing

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BlackRock, Thomson Reuters launch new diversity and inclusion ETF
ALTERNATIVES SEP 24, 2018
BlackRock, Thomson Reuters launch new diversity and inclusion ETF

Index fund aims to go beyond single issues like gender and race to capture a broader spectrum of ESG initiatives.

By Ryan W. Neal
Bank-heavy ETFs see brisk demand amid rising interest rates
ETFS SEP 24, 2018
Bank-heavy ETFs see brisk demand amid rising interest rates

A steeper yield curve can help banks earn more on the money they lend out.

By Bloomberg
LPL video about private equity looks like a swipe at Cetera
ALTERNATIVES SEP 21, 2018
LPL video about private equity looks like a swipe at Cetera

Recruiting video warns about potential consequences for advisers when a PE firm buys a broker-dealer.

By Bruce Kelly
Invesco said to be in talks to purchase OppenheimerFunds
MUTUAL FUNDS SEP 21, 2018
Invesco said to be in talks to purchase OppenheimerFunds

MassMutual's sale of the unit has been estimated to fetch $5 billion.

By Bloomberg
How advisers can help cancer patients tackle financial distress
OPINION SEP 21, 2018
How advisers can help cancer patients tackle financial distress

The Foundation for Financial Planning is calling for a national response to the potential financial ruin of families fighting the disease through the Pro Bono for Cancer Campaign

By Jon Dauphiné
Orthodontists aren't smiling about teeth-straightening startups
RETIREMENT PLANNING SEP 20, 2018
Orthodontists aren't smiling about teeth-straightening startups

Companies like SmileDirectClub will correct misaligned teeth for much less money.

By Bloomberg
Calls mount for investors to sell high-yield munis
FIXED INCOME SEP 20, 2018
Calls mount for investors to sell high-yield munis

The return this year on high-yield state and government debt is about twice that on corporate junk bonds.

By Bloomberg
Prime money market funds stage a comeback
MUTUAL FUNDS SEP 20, 2018
Prime money market funds stage a comeback

Higher rates are luring investors back to the funds, which saw a mass exodus just a couple of years ago.

By Bloomberg
Insurance executives push House to add annuity provision to tax reform bill
RETIREMENT PLANNING SEP 20, 2018
Insurance executives push House to add annuity provision to tax reform bill

Insurance executives back measure making it easier to add lifetime income features to workplace savings plans.

By Mark Schoeff Jr.
Former CEO of AllianceBernstein raises $4 billion to launch fund company
MUTUAL FUNDS SEP 20, 2018
Former CEO of AllianceBernstein raises $4 billion to launch fund company

New fund company will link manager pay and investor fees to fund performance.

By Bloomberg
Advisers struggle with the highs and lows of marijuana investing
EQUITIES SEP 20, 2018
Advisers struggle with the highs and lows of marijuana investing

Now that it has become the investment trend du jour, advisers are cautioning clients not to expect to get rich quick on a product that is still illegal at the federal level.

By Jeff Benjamin
Indexed annuity sales grow among wirehouses, independent broker-dealers
INDEPENDENT BROKER DEALERS SEP 20, 2018
Indexed annuity sales grow among wirehouses, independent broker-dealers

A product design that's more palatable to brokers and a bigger roster of familiar carriers have raised the product profile for brokers.

By Greg Iacurci
Investors pour money into ETF ahead of index reorganization
ETFS SEP 19, 2018
Investors pour money into ETF ahead of index reorganization

Impending change benefits State Street's communications exchange-traded fund.

By Bloomberg
Bank of America to sell alternative operations with $20 billion to iCapital
ALTERNATIVES SEP 19, 2018
Bank of America to sell alternative operations with $20 billion to iCapital

The operations for feeder funds pool client money to invest in hedge funds and private equity.

By Bloomberg
Universal life insurance lawsuits underscore product risk
LIFE INSURANCE AND ANNUITIES SEP 19, 2018
Universal life insurance lawsuits underscore product risk

Universal life insurance lawsuits may cause you to rethink your policy.

By Jonathan Russell
Western & Southern buys Gerber Life Insurance in $1.55 billion deal
LIFE INSURANCE AND ANNUITIES SEP 18, 2018
Western & Southern buys Gerber Life Insurance in $1.55 billion deal

Gerber Life has $52 billion of life insurance in force and covers 3.6 million policies for individuals.

By Greg Iacurci
Seeking small-cap value in a momentum-driven market
EQUITIES SEP 18, 2018
Seeking small-cap value in a momentum-driven market

Fed moves are among the factors that could put an end to the rally in small caps.

By Daniel Hughes
How to get investors excited about ESG ETFs
ETFS SEP 18, 2018
How to get investors excited about ESG ETFs

Funds focused on socially responsible investing hold just 0.2% of all ETF assets, but there are steps providers can take to rev up interest.

By Eric Balchunas
Advisers warn against fleeing stocks in favor of bonds
EQUITIES SEP 17, 2018
Advisers warn against fleeing stocks in favor of bonds

Flight to quality overlooks the risks to fixed income that come with rising interest rates.

By Jeff Benjamin
Stocks are doing OK. Asset managers' stocks? Not so much
EQUITIES SEP 14, 2018
Stocks are doing OK. Asset managers' stocks? Not so much

An index of asset managers and custody banks is down almost 11% this year, and some fund companies are off more than 25%.

By Bloomberg