Investing

Displaying 17147 results
Fidelity's zero-cost funds raise issues for 401(k) advisers
RETIREMENT PLANNING AUG 02, 2018
Fidelity's zero-cost funds raise issues for 401(k) advisers

Fiduciary advisers should be weighing the risks and upsides of securities lending.

By Greg Iacurci
Fidelity resets the fee-war bar with zero-expense index funds
MUTUAL FUNDS AUG 01, 2018
Fidelity resets the fee-war bar with zero-expense index funds

Cutting expense ratios to zero shines light on lucrative business of securities lending.

By Jeff Benjamin
RETIREMENT PLANNING AUG 01, 2018
Get Ready to Guide Clients Through Income Distribution

If you can't guide retirees through income distribution, it could prove costly. Learn tips and strategies to help get started helping clients through this new stage in life.

By Zach Parker, Securities America vice president of Wealth Management Product Strategy
Morgan Stanley: Correction worse than February looming
EQUITIES JUL 31, 2018
Morgan Stanley: Correction worse than February looming

Tech stock pain may just be the start of more losses.

By Bloomberg
Tech bloodletting approaches $300 billion
EQUITIES JUL 30, 2018
Tech bloodletting approaches $300 billion

Investors continue to exit technology stocks in the wake of Facebook's disappointing earnings last week.

By Bloomberg
Schorsch REIT listing a billion-dollar disaster for investors
ALTERNATIVES JUL 30, 2018
Schorsch REIT listing a billion-dollar disaster for investors

The share price of American Finance Trust Inc. has plunged since trading began on July 19, and advisers deserve answers.

By Bruce Kelly
Cash management platform gains appeal among advisers amid rising interest rates and frothy markets
FIXED INCOME JUL 27, 2018
Cash management platform gains appeal among advisers amid rising interest rates and frothy markets

Dynasty Financial Partners the latest to join MaxMyInterest.

By Jeff Benjamin
Investing in fine wine is producing ever-greater returns
ALTERNATIVES JUL 26, 2018
Investing in fine wine is producing ever-greater returns

French wines dominate portfolios; California wines constitute only a small fraction of what's traded.

By Bloomberg
Cash floods into muni bond funds
MUTUAL FUNDS JUL 26, 2018
Cash floods into muni bond funds

Municipal bonds have outperformed Treasuries and corporates this year.

By Bloomberg
Invesco joins the do-it-yourself indexing trend
ETFS JUL 26, 2018
Invesco joins the do-it-yourself indexing trend

Firm launches eight fixed-income ETFs based on benchmarks designed in-house

By Bloomberg
Focus Financial IPO falls short of expectations
EQUITIES JUL 26, 2018
Focus Financial IPO falls short of expectations

Despite the below-target offering price, the stock closed its first day of trading at $37.55 — a 13.8% gain.

By Jeff Benjamin
In wake of tax reform, muni bond market gains footing
FIXED INCOME JUL 25, 2018
In wake of tax reform, muni bond market gains footing

Supply-demand imbalance has boosted munis so far this year.

By Jeff Benjamin
Millennials err on the side of caution when it comes to investing
MUTUAL FUNDS JUL 25, 2018
Millennials err on the side of caution when it comes to investing

The generation that has decades till retirement is most enthusiastic about cash instruments.

By Bloomberg
Finra whacks Advisor Group, NPH with $2.7 million in fines over variable annuity sales
LIFE INSURANCE AND ANNUITIES JUL 25, 2018
Finra whacks Advisor Group, NPH with $2.7 million in fines over variable annuity sales

Eight broker-dealers censured for supervisory laxity in monitoring VA exchanges.

By InvestmentNews
With money on their minds, Generation Z is ready to invest
OPINION JUL 25, 2018
With money on their minds, Generation Z is ready to invest

This generation is in the best position to invest in stocks because of their youth

By Andrew Kirillov
Wealth Enhancement Group adds $350 million planning firm in Florida
ALTERNATIVES JUL 24, 2018
Wealth Enhancement Group adds $350 million planning firm in Florida

Hybrid owned by Lightyear is acquiring Retirement Strategies Group of Jacksonville

By InvestmentNews
Judge dismisses amended complaint in Wells Fargo stock-drop case
EQUITIES JUL 24, 2018
Judge dismisses amended complaint in Wells Fargo stock-drop case

Suit involved decline in price of company stock held in the 401(k) plan after regulators fined Wells.

By Robert Steyer
Annuity rule likely won't include a fiduciary standard, NAIC says
LIFE INSURANCE AND ANNUITIES JUL 24, 2018
Annuity rule likely won't include a fiduciary standard, NAIC says

The new language, which is still subject to change, explicitly states what had largely been assumed.

By Greg Iacurci
TD Ameritrade latest brokerage refusing to lead in cutting ETF commissions
ETFS JUL 24, 2018
TD Ameritrade latest brokerage refusing to lead in cutting ETF commissions

Vanguard set the pace with 1,800 commission-free ETFs, while most brokerages say enough is enough

By Jeff Benjamin
Intriguing snapshot of HSA users
RETIREMENT PLANNING JUL 24, 2018
Intriguing snapshot of HSA users

Workers who use tax-advantaged health savings accounts are younger, richer and more educated.

By Mary Beth Franklin