Investing

Displaying 17147 results
ALTERNATIVES MAR 22, 2018
More turnover at top of REIT manager CNL Financial

The president of the company's wholesaling broker-dealer is the latest senior executive to leave.

By Bruce Kelly
EQUITIES MAR 22, 2018
David Herro on the best opportunities in international investing

Longtime Oakmark International money manager shares his strategies for success, and why he's hot on Europe right now.

By John Waggoner
LIFE INSURANCE AND ANNUITIES MAR 21, 2018
DOL fiduciary rule: 5th Circuit decision could be big win for indexed annuities

The fiduciary rule may be taken off the books as a result of the ruling, and an SEC fiduciary standard wouldn't cover products not registered as securities

By Greg Iacurci
MUTUAL FUNDS MAR 21, 2018
F-Squared's former president ordered to pay $12.4 million over false statements

Judge says Howard Present, who led ETF portfolio management firm, was 'reckless.'

By Bloomberg
FIXED INCOME MAR 21, 2018
Guggenheim's Minerd sees defaults, recession ahead

Companies that have borrowed heavily will have a hard time as rates tick up, he says.

By Bloomberg
ETFS MAR 20, 2018
ETF outflows show growing distaste for U.S. dollar

Investors pull assets from funds that guard against foreign exchange risk.

By Bloomberg
FIXED INCOME MAR 20, 2018
UBS ordered to pay $204,000 in Puerto Rican bond claim

Finra panel says firm was liable for breach of contract and unsuitability.

By InvestmentNews
Managers allocate less to global equities, more to bonds
EQUITIES MAR 20, 2018
Managers allocate less to global equities, more to bonds

Large majority of investors now believe the global economy is in 'late cycle,' BofA survey finds.

By James Comtois
ETFS MAR 20, 2018
Dividend ETF sees 27th week of inflows

Interest in high-dividend stocks suggests fears of Fed rate hikes are fading.

By Bloomberg
EQUITIES MAR 19, 2018
Investors stood pat during February correction

Some individual investors even added to their stock holdings last month, survey shows.

By John Waggoner
ETFS MAR 19, 2018
Lawsuit over exchange-traded note shows peril in democratized investing

ETP industry is reconsidering disclosures at issuance and sale.

By Bloomberg
RETIREMENT PLANNING MAR 17, 2018
Passive target-date funds? No such thing

Glide path requires active decisions from a manager

By John Waggoner
MUTUAL FUNDS MAR 16, 2018
A great year in the markets, but few managers beat their indexes

Their long-term record is even worse, according to a report on indexes versus active managers.

By John Waggoner
EQUITIES MAR 16, 2018
GMO's Grantham: No bubble yet, but keep your eyes open

Veteran investor who predicted both the dot-com and housing bubbles is warning about a possible "melt-up" in stocks.

By John Waggoner
EQUITIES MAR 16, 2018
Stock funds and ETFs saw record inflows in latest week

In an about-face, investors are favoring stocks over bonds this year.

By John Waggoner
EQUITIES MAR 15, 2018
GMO's Grantham: No bubble yet, but keep your eyes open

Veteran investor who predicted both the dot-com and housing bubbles is warning about a possible "melt-up" in stocks

By John Waggoner
WIREHOUSES MAR 14, 2018
UBS plans to cut 840 funds from its platform

Broker-dealer will remove about 20% of its 4,200 funds, a trend among wirehouses with several possible reasons behind it.

By Jeff Benjamin
EQUITIES MAR 14, 2018
Gundlach says 10-year Treasury above 3% would drive down stocks

Rising U.S. deficit and Fed tightening are putting upward pressure on the 10-year yield

By Bloomberg
MUTUAL FUNDS MAR 14, 2018
ETF tracking broker-dealers and exchanges rakes in cash

The iShares fund has big holdings in Goldman, Morgan Stanley and Schwab.

By Bloomberg
MUTUAL FUNDS MAR 13, 2018
Money markets undergo sea change

Rates on Treasury bills, dollar Libor are at their highest level since 2008

By Bloomberg