Investing

Displaying 17147 results
Active managers fall further behind indexes
MUTUAL FUNDS AUG 23, 2018
Active managers fall further behind indexes

Just 36% of actively managed stock funds topped indexes through June, down from 43% in 2017.

By Bloomberg
Historic bull market has advisers rethinking risk
EQUITIES AUG 23, 2018
Historic bull market has advisers rethinking risk

Financial advisers reduce allocations to stocks, but keep aggressive buying on track

By Jeff Benjamin
Brokers, advisers and insurance agents implicated in alleged $100 million investment fraud
RETIREMENT PLANNING AUG 23, 2018
Brokers, advisers and insurance agents implicated in alleged $100 million investment fraud

In all, around 370 advisers sold the Future Income Payments, according to plaintiff's attorneys

By Greg Iacurci
Why your 50-year-old clients may need you the most
OPINION AUG 22, 2018
Why your 50-year-old clients may need you the most

As they approach retirement, people are concerned about market volatility, yet aware that they still need to grow their nest eggs

By Philip E. Caminiti
JPMorgan offer of free trades hits discount brokerages
EQUITIES AUG 21, 2018
JPMorgan offer of free trades hits discount brokerages

Firm's new mobile investing platform gives clients 100 free trades in the first year and free equity research.

By Bloomberg
Dollar weakens on Trump remarks about Fed interest-rate hikes
EQUITIES AUG 21, 2018
Dollar weakens on Trump remarks about Fed interest-rate hikes

No response so far from Fed Chairman Jerome Powell, but all eyes are on him for a reaction

By Bloomberg
SEC charges cold-caller, his firm with defrauding investors who bought penny stock
EQUITIES AUG 21, 2018
SEC charges cold-caller, his firm with defrauding investors who bought penny stock

Long Island-based group was being paid to promote the stock.

By Bloomberg
As DOL fiduciary rule dies, variable annuities come alive — sales up for first time since 2014
LIFE INSURANCE AND ANNUITIES AUG 21, 2018
As DOL fiduciary rule dies, variable annuities come alive — sales up for first time since 2014

Indexed annuity sales also broke their previous quarterly sales record.

By Greg Iacurci
SEC forces cities, states to reveal bank loans
FIXED INCOME AUG 20, 2018
SEC forces cities, states to reveal bank loans

Lending to state and local governments has surged since the financial crisis.

By Bloomberg
HighTower on prowl for new CEO, Weissbluth to become chairman
ALTERNATIVES AUG 20, 2018
HighTower on prowl for new CEO, Weissbluth to become chairman

Move is latest in Chicago-based RIA consolidator's effort to expand senior leadership team.

By Jeff Benjamin
Fixed-income ETFs ranked by second quarter performance
MUTUAL FUNDS AUG 18, 2018
Fixed-income ETFs ranked by second quarter performance

Need Deck<i>InvestmentNews</i> Research sorts exchange-traded funds by returns, flows and trading volume.

By Ellie Zhu
Equity ETFs ranked by second quarter performance
ALTERNATIVES AUG 18, 2018
Equity ETFs ranked by second quarter performance

<i>InvestmentNews</i> Research sorts exchange-traded funds by returns, flows and trading volume.

By Ellie Zhu
Money managers prep for $1.5 trillion in corporate cash
MUTUAL FUNDS AUG 17, 2018
Money managers prep for $1.5 trillion in corporate cash

Big players like Fidelity and BlackRock are creating new strategies for companies that are repatriating overseas funds.

By Bloomberg
Betterment introduces investor solution for rising interest rates
FINTECH AUG 17, 2018
Betterment introduces investor solution for rising interest rates

Smart Saver intends to help investors use extra cash to take advantage of rising interest rates.

By Ryan W. Neal
Bull run that has taken U.S. equities to record highs may be nearing peak
EQUITIES AUG 14, 2018
Bull run that has taken U.S. equities to record highs may be nearing peak

Bank of America Merrill Lynch survey suggests bull run approaching peak, while survey respondents cite a trade war as biggest risk

By Bloomberg
SEC charges two firms in municipal bond 'flipping' scheme
FIXED INCOME AUG 14, 2018
SEC charges two firms in municipal bond 'flipping' scheme

Agency says Core Performance Management and RMR Asset Management Co. misrepresented their identities to snap up newly issued bonds.

By Bloomberg
Allianz Life joins Envestnet digital annuities marketplace
FINTECH AUG 13, 2018
Allianz Life joins Envestnet digital annuities marketplace

Insurer hopes Envestnet's technology will help reintroduce annuities to fee-based advisers.

By Ryan W. Neal
Active money management isn't going to disappear
MUTUAL FUNDS AUG 13, 2018
Active money management isn't going to disappear

Quant-driven funds, factor investing and high-active-share portfolios are among the areas that could flourish in the future.

By Barry Ritholtz
Bigger isn't always better when it comes to alternative investments
ALTERNATIVES AUG 13, 2018
Bigger isn't always better when it comes to alternative investments

Why some institutional product sponsors have trouble navigating the retail alts market.

By Bloomberg
Malaysia ETF draws most cash since 2011 even as Turkey roils emerging markets
EMERGING MARKETS AUG 13, 2018
Malaysia ETF draws most cash since 2011 even as Turkey roils emerging markets

Foreign investors are returning to Malaysia after the surprise victory of Prime Minister Mahathir Mohamad.

By Bloomberg