Investing

Displaying 17147 results
MUTUAL FUNDS APR 30, 2018
Funds that let investors tap into M&A fever

These investments let your clients tap into the current M&A boom.

By John Waggoner
RETIREMENT PLANNING APR 30, 2018
Recent rule changes to boost retiree health costs

New analysis quantifies the effect on Medicare premiums and Social Security benefits.

By Mary Beth Franklin
ALTERNATIVES APR 28, 2018
More advisers use alts, but few understand them

Alternative investments are complex and difficult to define, let alone explain to clients?

By John Waggoner
RETIREMENT PLANNING APR 27, 2018
Job satisfaction tied to benefits satisfaction, survey finds

EBRI says almost two-thirds of employees who are happy with their benefits have high morale.

By InvestmentNews
MUTUAL FUNDS APR 27, 2018
Fund fees head south

Average fee for U.S. mutual funds and ETFs declined by about 8% last year, Morningstar data show.

By Bloomberg
FIXED INCOME APR 27, 2018
Muni investors get first look at fees

Brokerage firms must start disclosing the fees they charge to buy and sell state and local government debt.

By Bloomberg
ALTERNATIVES APR 26, 2018
Blackstone lures retail clients

Individual investors provided 19% of the money the private equity firm raised in Q1.

By Bloomberg
ALTERNATIVES APR 26, 2018
Tax reform leads to question: To be or not to be a REIT?

New law may spur some real estate investment trusts to convert to C corps

By Bloomberg
LIFE INSURANCE AND ANNUITIES APR 25, 2018
Indexed annuities likely to rebound after dip in sales last year

An increase in market volatility, higher interest rates and dissipating anxiety around the Labor Department's fiduciary rule are improving the product outlook.

By Greg Iacurci
ETFS APR 24, 2018
U.S. exchange-traded products slowed in first quarter on market volatility

Q1 growth pace of 0.5% was the lowest since 2015

By Charles McGrath
MUTUAL FUNDS APR 23, 2018
Mutual funds stand to gain as muni investors get first look at fees

Brokerage firms must start disclosing the fees they charge to buy and sell state and local government debt.

By Bloomberg
RETIREMENT PLANNING APR 20, 2018
The rich are betting they can buy their way to a longer life

The successor to income inequality is longevity inequality

By Bloomberg
ETFS APR 20, 2018
Multifactor ETFs thrive, but how do you use them?

They offer active strategies at a low price, but multifactor exchange-traded funds are still untested.

By John Waggoner
RETIREMENT PLANNING APR 20, 2018
The rich are betting they can buy their way to a longer life

The successor to income inequality is longevity inequality.

By Bloomberg
RETIREMENT PLANNING APR 19, 2018
Principal sued for stacking its TDFs with proprietary funds

The firm allegedly used high-cost, underperforming index funds in its hybrid target-date funds.

By Greg Iacurci
ALTERNATIVES APR 19, 2018
Cadaret Grant acquired by private-equity-backed Atria

75-year-old owner Arthur Grant positions the IBD for the 'next 33 years.'

By Jeff Benjamin
RETIREMENT PLANNING APR 19, 2018
What a court decision teaches 401(k) advisers about choosing stable-value funds

Selecting a very conservative benchmark is generally permissible under retirement law.

By Marcia S. Wagner
FIXED INCOME APR 19, 2018
Loomis Sayles' star bond manager talks about rising rates and trade wars

Trade wars could lead to stagflation, Dan Fuss warns.

By John Waggoner
FINTECH APR 18, 2018
Wealthfront cutting costs on its risk parity mutual fund

The digital adviser says it's moved $500 million over to first proprietary fund.

By Ryan W. Neal
ALTERNATIVES APR 18, 2018
Investing in virtue is hard when few companies qualify

Two biggest socially responsible ETFs both have positions in Facebook

By Nir Kaissar