Investing

Displaying 17147 results
BlackRock to close 16 smart-beta, multifactor ETFs
ETFS JUN 19, 2018
BlackRock to close 16 smart-beta, multifactor ETFs

Closures occur as the company puts more emphasis on factor investing.

By Bloomberg
Small-cap stocks unfazed by trade tensions
MUTUAL FUNDS JUN 19, 2018
Small-cap stocks unfazed by trade tensions

But an all-out trade war could change everything

By John Waggoner
401(k) fund fees continue to fall
RETIREMENT PLANNING JUN 19, 2018
401(k) fund fees continue to fall

Equity and bond fund fees down more than 45% from the early 2000s.

By Greg Iacurci
Should investment advisers be put on a pedestal when it comes to advice standards?
MUTUAL FUNDS JUN 19, 2018
Should investment advisers be put on a pedestal when it comes to advice standards?

Former SEC chairwoman Elisse Walter says their fiduciary duty is largely about disclosing conflicts, not eliminating them.

By Mark Schoeff Jr.
LPL rolls out blockchain separately managed account
ALTERNATIVES JUN 18, 2018
LPL rolls out blockchain separately managed account

Separately managed account invests in stocks of companies that use the distributed ledger system.

By John Waggoner
RETIREMENT PLANNING JUN 15, 2018
Fidelity cuts target-date fund fees

Competition is heating up among asset managers.

By Bloomberg
MUTUAL FUNDS JUN 14, 2018
Cash floods into money market funds

Short-term debt funds are flourishing because they finally pay something.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUN 14, 2018
Driverless cars may cut traffic jams, but not insurance premiums

A handful of fatal accidents involving autonomous vehicles suggest car insurance will evolve, rather than go away.

By Bloomberg
ETFS JUN 14, 2018
Fidelity hedges the Fed by expanding into factor-based bond ETFs

High-yield and low-duration strategies will seek specific investment outcomes.

By Jeff Benjamin
RETIREMENT PLANNING JUN 14, 2018
Guaranteed retirement income campaign launched

Industry coalition seeks to educate the public and advisers about the value of annuities.

By Mary Beth Franklin
MUTUAL FUNDS JUN 12, 2018
Cash floods into money market funds

Short-term debt funds are flourishing because they finally pay something.

By Bloomberg
MUTUAL FUNDS JUN 12, 2018
ETF fans, bulls versus bears, and booth people

Mellody Hobson of Ariel Investments was among the speakers at the conference.

By John Waggoner
ALTERNATIVES JUN 12, 2018
Former Schorsch REIT reaches $90 million settlement with Vanguard

The mutual fund giant was the largest shareholder of American Realty Capital Properties Inc. when it reported inflated financial results because of a $23 million accounting mistake.

By Bruce Kelly
ETFS JUN 12, 2018
Advisers seek guidance on ETFs

Their questions involve how to fit exchange-traded funds into portfolios.

By John Waggoner
ALTERNATIVES JUN 11, 2018
Winning over the ultra-rich means cutting them in on mega deals

Bankers are vying for the world's hyper-wealthy as never before, and they are holding out investments that are tantalizingly off-limits to the rest of us

By Bloomberg
MUTUAL FUNDS JUN 11, 2018
Clock ticking for RIAs to self-report sales of high-fee mutual fund share classes

SEC offers favorable settlement terms through Monday to investment advisers who acknowledge they didn't use the lower-fee option available in a fund.

By Mark Schoeff Jr.
ETFS JUN 08, 2018
Investors dump junk ETF

Exchange-traded fund that tracks short-term junk bonds has lost $1.5 billion over the last two weeks.

By Bloomberg
EQUITIES JUN 07, 2018
Watch out for stock ETFs with the largest inflows

For advisers, checking monthly flows for stock funds might be a useful exercise.

By John Waggoner
FIXED INCOME JUN 07, 2018
Yield curve points to recession in about 22 months

Guggenheim's Scott Minerd explains: The flatter curve is a bad sign, and Fed hikes are likely to result in more flattening.

By Bloomberg
ETFS JUN 07, 2018
Focus on fiduciary boosts ETFs

Pricing transparency and the shift toward fee-based advice are benefiting exchange-traded funds, BlackRock executive says.

By Jeff Benjamin