Investing

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Alternative investments shop 361 Capital 'diversifies' into long-only management
EQUITIES OCT 03, 2016
Alternative investments shop 361 Capital 'diversifies' into long-only management

First post-merger mutual fund already filed.

By Jeff Benjamin
MUTUAL FUNDS OCT 03, 2016
Investing in the largest funds isn't the biggest mistake you can make

Unless, of course, you want to beat the S&P 500 over the long term.

By John Waggoner
MUTUAL FUNDS OCT 03, 2016
Stress tests still unpopular with fund industry

Industry trade group, as well as some mutual fund giants, push back against Financial Stability Board's proposal for stress tests.

By John Waggoner
EQUITIES OCT 03, 2016
Advisers weigh pros and cons of Janus-Henderson merger

Expanded distribution, consolidation and some lower fees expected.

By Jeff Benjamin
ETFS OCT 03, 2016
The gloves come off in the legal fight between Pimco and Bill Gross

Plus: Claims of a better robo platform, a bright spot in a dim economic recovery, and health insurance won't be less expensive this year or next

By Jeff Benjamin
EQUITIES OCT 02, 2016
Piling up returns like Warren Buffett and George Soros might be easier than you think

A new paper claims that a lot of the gains reaped by the legendary managers over time were, in theory, available to anyone using a handful of buy-and-sell signals.

By bhordt
LIFE INSURANCE AND ANNUITIES SEP 30, 2016
Attrition fears play into broker-dealers' hesitation to detail new commission schedules under DOL fiduciary rule

Some brokerages know what their new annuity commissions will be in response to the regulation. Why are they staying quiet? <b><i>(More: <a href=&quot;http://www.investmentnews.com/section/fiduciary-faq&quot; target=&quot;_blank&quot;>The top FAQs on the DOL fiduciary rule</a>)</i></b>

By Greg Iacurci
RIA NEWS SEP 29, 2016
SEC charges broker with fraudulently raising $3.2 million for his failing mutual funds

Peter Kohli, the CEO of DMS Advisors, allegedly stole money from investors as the funds neared collapse.

By Christine Idzelis
EQUITIES SEP 29, 2016
Scottrade working with adviser to explore sale: sources

Online brokerage said to attract interest from rival TD Ameritrade.

By Bruce Kelly
MUTUAL FUNDS SEP 29, 2016
Expect higher than average capital-gains distributions this year: Morningstar

Long bull market, big outflows from active funds are the main culprits.

By John Waggoner
EQUITIES SEP 28, 2016
Fidelity's billionaire Johnson family vs. the average investor

Plus: BlackRock applies more low-fee pressure, the fallout from the falling pound, and don't work where you don't belong

By Jeff Benjamin
ALTERNATIVES SEP 28, 2016
Tiger Management's Julian Robertson: Hedge funds are facing the most challenging time ever

Robertson also says he won't vote for Trump and will pick the Libertarian party instead.

By Bloomberg
Nationwide to buy Jefferson National
RETIREMENT PLANNING SEP 28, 2016
Nationwide to buy Jefferson National

The acquisition will expand the firm's ability to sell financial products through Jefferson National's network of 4,000 RIAs.

By Christine Idzelis
For ETF providers, penetrating target-date fund market a challenge
MUTUAL FUNDS SEP 28, 2016
For ETF providers, penetrating target-date fund market a challenge

The primary reason: TDFs built on institutionally priced mutual fund shares or collective trusts can produce as low or lower fees than ETFs.

By Robert Steyer
DOL fiduciary rule expected to put new pressure on mutual fund expenses
EQUITIES SEP 28, 2016
DOL fiduciary rule expected to put new pressure on mutual fund expenses

Some fund share classes could be on the way out, according to a new report from S&amp;P Global Market Intelligence.

By Jeff Benjamin
EQUITIES SEP 27, 2016
More dark clouds loom over Wells Fargo

Plus: DOL rule puts advisers between clients and target-date funds, big dividend yields for those with a strong stomach, and companies lean toward auto-IRAs

By Jeff Benjamin
MUTUAL FUNDS SEP 27, 2016
Take 5: Vanguard's global chief economist Joe Davis says 1% interest rates the new normal

Five candid responses on the economy, Fed policy, jobs, China, and North Carolina barbeque.

By John Waggoner
MUTUAL FUNDS SEP 27, 2016
Emerging markets debt funds soar in popularity

By John Waggoner
EQUITIES SEP 26, 2016
Deutsche Bank turmoil exposes ETN counter-party risk

Plus: The next stock market move, the dividend buzz, and being a leader no matter what.

By Jeff Benjamin
EQUITIES SEP 26, 2016
SEC charges duo in defrauding seniors and others in $20 million penny-stock scam

Former head of two microcaps worked with boiler room operator whose agents pressured investors and promised them lucrative profits.

By Christine Idzelis