Investing

Displaying 17148 results
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
MUTUAL FUNDS MAR 13, 2018
How advisers can hold on to their clients despite Vanguard's broadening reach

First the company added a robo, and now it's beefing up its product offerings with factor-based index ETFs.

By Joe Duran
LIFE INSURANCE AND ANNUITIES MAR 13, 2018
Appeals court upholds DOL fiduciary rule in case involving fixed indexed annuities

Market Synergy Group argued the regulation treated the annuity products arbitrarily and violated rulemaking procedures.

By Mark Schoeff Jr.
FINTECH MAR 13, 2018
Emerging market funds are powered by tech stocks

Should clients be concerned about funds' big holdings of Chinese technology stocks?

By John Waggoner
MUTUAL FUNDS MAR 13, 2018
BlackRock's lowest-cost ETFs win almost half of U.S. inflows

Four iShares Core funds have taken in $33.4 billion so far this year, a big chunk of the $75.3 billion added to U.S.-listed ETFs

By Bloomberg
ALTERNATIVES MAR 12, 2018
Lynn Tilton's Zohar funds file for bankruptcy

Tilton plans to refinance debt or sell assets of the three structured debt vehicles.

By Bloomberg
EQUITIES MAR 09, 2018
Trump tariffs must not be ignored — here's why

If the president's move sparks a trade war, you'll be glad you paid attention.

By John Waggoner
MUTUAL FUNDS MAR 09, 2018
Vanguard crushed active investing. Now it could save it

The asset manager recently rolled out actively traded ETFs with fees comparable to those on smart beta funds

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAR 09, 2018
Pacific Life swims against the tide in the indexed annuity market

Analysts say the insurer is the only one to guarantee its cap rates during the contract surrender period, a boon for investors but potentially opening it up to more risk.

By Greg Iacurci
MUTUAL FUNDS MAR 09, 2018
Top tech-tracking ETF attracts $616 million in one day

Inflows come after investors pulled $1.2 billion from the Technology Select Sector SPDR Fund in February

By Bloomberg
FIXED INCOME MAR 08, 2018
Muni market offers refuge from volatility

Prices of municipal bonds haven't been this steady since mid-2015.

By Bloomberg
EQUITIES MAR 08, 2018
JPMorgan exec warns of possible 40% equity correction

Daniel Pinto says investors could respond badly to additional moves on tariffs.

By Bloomberg
SEC reaches $3.6 million settlement with Voya over securities lending
LIFE INSURANCE AND ANNUITIES MAR 08, 2018
SEC reaches $3.6 million settlement with Voya over securities lending

Voya wrongly recalled securities it had loaned out to mutual fund clients early in order to give a tax benefit to its insurance affiliates.

By Mark Schoeff Jr.
PRACTICE MANAGEMENT MAR 08, 2018
Gender of fund manager makes no difference in performance, Morningstar says

A more diverse fund industry would have no effect on investor returns.

By InvestmentNews
ALTERNATIVES MAR 07, 2018
Private equity dollars pouring into wealth management, fintech

Deep-pocketed PE investors are driving M&A activity, fueling growth.

By Jeff Benjamin
MUTUAL FUNDS MAR 07, 2018
Trump tariffs might not mean much for portfolios now

But investments could be affected if the president's move sets off a trade war

By John Waggoner
ALTERNATIVES MAR 06, 2018
Blackstone sees half of assets coming from individual investors

Private equity firm's funding from retail will rise from current 15%-20%, exec says.

By Bloomberg
MUTUAL FUNDS MAR 06, 2018
Fidelity names two execs to head $1 trillion equity division

Dual appointment feeds into talk that the investment firm is moving away from its star manager approach.

By John Waggoner
EQUITIES MAR 06, 2018
Trump true believers are going wild over stocks

Financial advisers in conservative areas say the president's backers are putting more money into equities.

By Bloomberg
RETIREMENT PLANNING MAR 06, 2018
Vanguard extends TDF dominance with 'unbelievable' growth

Its target-date assets have grown by $270 billion since 2015

By Greg Iacurci