Investing

Displaying 16143 results
EMERGING MARKETS SEP 02, 2016
Advisers ambivalent about emerging markets

Emerging markets have been on a comeback of sorts this year, but advisers urge caution and remind clients to think long term.

By Jeff Benjamin
EQUITIES SEP 01, 2016
Investors gobbled up risk assets in August

Plus: The Fed's new spin, Wall Street women dish out career advice, and how to spend away a summer

By Jeff Benjamin
Value strategies defy logic in push past growth stocks
EQUITIES SEP 01, 2016
Value strategies defy logic in push past growth stocks

Pinning the value rally on the Fed, hoping for the best.

By Jeff Benjamin
The alphabet soup of Medicare enrollment periods
RETIREMENT PLANNING SEP 01, 2016
The alphabet soup of Medicare enrollment periods

It's essential to be familiar with the many varieties of Medicare enrollment periods so your clients can make the best choices.

By Katy Votava
RETIREMENT PLANNING SEP 01, 2016
Genworth debuts new annuity for long-term-care coverage

The largest LTC insurer is offering a medically underwritten single premium immediate annuity as an alternative for older Americans.

By Greg Iacurci
Cognitive impairment, lower income drive higher LTC insurance lapses: Study
RETIREMENT PLANNING SEP 01, 2016
Cognitive impairment, lower income drive higher LTC insurance lapses: Study

Advisers should take these factors into account when incorporating long-term-care insurance into a client's financial plan.

By Greg Iacurci
Moody's upbeat on mutual-fund companies for the third quarter
MUTUAL FUNDS AUG 31, 2016
Moody's upbeat on mutual-fund companies for the third quarter

Outflows at Franklin and Waddell & Reed mask overall healthy inflows.

By John Waggoner
If history is a guide, market volatility is about to spike
EQUITIES AUG 31, 2016
If history is a guide, market volatility is about to spike

August and September can be rough months for investors.

By Jeff Benjamin
Don't count small-cap funds out because of looming interest rate hikes
MUTUAL FUNDS AUG 30, 2016
Don't count small-cap funds out because of looming interest rate hikes

ETFs and active small-cap funds still lead the market despite Federal Reserve chatter.

By John Waggoner
Indexed annuity sales projected to plummet 30% because of DOL fiduciary rule
LIFE INSURANCE AND ANNUITIES AUG 30, 2016
Indexed annuity sales projected to plummet 30% because of DOL fiduciary rule

Sales are estimated to fall to $40 billion next year, a level not seen since 2013. The drop would put an end to the products' nearly decade-long surge in growth.

By Greg Iacurci
ETFS AUG 29, 2016
Bond bubble? CFAs say yes

But GDP forecasts say, "Not so fast."

By Bloomberg
What grade does your state's 529 plan get?
RIA NEWS AUG 29, 2016
What grade does your state's 529 plan get?

Age-based plans for this year's freshmen don't always get high marks. New York, Pennsylvania and Iowa funds get an A, but other states have more homework to do.

By John Waggoner
EQUITIES AUG 26, 2016
Fed finds more reasons to keep sitting on its hands

Plus: You probably shouldn't curse in front on your clients, there's a limit to delaying retirement, and do we really need all these dollar bills?

By Jeff Benjamin
EQUITIES AUG 26, 2016
Why Morgan Stanley and Goldman can't agree on interest rates

The divide has grown between Goldman Sachs and Morgan Stanley over the likelihood of higher U.S. interest rates this month.

By Bloomberg
EQUITIES AUG 26, 2016
Blaming the 401(k) for lack of retirement savings

Plus: U.S. oil production could derail oil rally, a cash management strategy ahead of October's rule change, and bond ladders still make sense

By Jeff Benjamin
The risky but necessary bet on dividends for income
EQUITIES AUG 26, 2016
The risky but necessary bet on dividends for income

Advisers should not forget overall portfolio construction objectives when chasing dividend yields.

By Jeff Benjamin
EQUITIES AUG 26, 2016
Morningstar demystifies 401(k) loans

Plus: DOJ move sends prison stocks to the hole, SEC wants cleaner earnings reports, and proof that faster food can be healthier food

By Jeff Benjamin
Finra launches exam sweep of business development companies
ALTERNATIVES AUG 26, 2016
Finra launches exam sweep of business development companies

Regulator: "There is concern that retail customers may not fully understand the risks and the potential impact on their portfolios."

By Mark Schoeff Jr.
FIXED INCOME AUG 26, 2016
The Fed might have to give money directly to consumers

Plus: Honoring SPY, you will be voting for bigger deficits, and broke millennials as a voting bloc

By Jeff Benjamin
World's biggest pension fund takes $52 billion hit as stocks sink
EQUITIES AUG 25, 2016
World's biggest pension fund takes $52 billion hit as stocks sink

Japan's Government Pension Investment Fund loses 3.9%, erasing gains from previous six quarters.

By CNELSON