Investing

Displaying 16884 results
OPINION OCT 24, 2017
Don't forget secondary market for life insurance

Clients with unwanted policies might be able to sell or exchange them for better policies.

By Jamie Hopkins
ETFS OCT 23, 2017
Merrill Lynch fined $45.5 million for failing to report trades

Bank of America unit omitted two years' worth of transactions, incurring a U.K. penalty under European markets regulations.

By Bloomberg
MUTUAL FUNDS OCT 23, 2017
TD Ameritrade triples time before it charges fees on popular ETFs

Extending free trading of Vanguard and iShare ETFs to January.

By Jeff Benjamin
MUTUAL FUNDS OCT 21, 2017
T. Rowe Price steps up its game to serve financial advisers

The Baltimore-based mutual fund giant is more aggressively targeting financial advisers with a beefed-up wholesale crew and placement on custodial platforms.

By John Waggoner
ALTERNATIVES OCT 20, 2017
Wealthy families are winning deals away from private equity

Families, once seen as slow and inexperienced investors, have changed in the past few years.

By Bloomberg
State Street cuts fees, renames 15 ETFs
MUTUAL FUNDS OCT 19, 2017
State Street cuts fees, renames 15 ETFs

Reductions range from 5 basis points to 48.

By InvestmentNews
Good luck picking the "best" insurance product
OPINION OCT 19, 2017
Good luck picking the "best" insurance product

Hint: There's no silver bullet for evaluating the best insurance products.

By Barry Flagg
ALTERNATIVES OCT 19, 2017
The Philosophy of Goal-based Investment Planning

By Dr.MichaelFinkeCFP
FINTECH OCT 18, 2017
EquBot launching first ever ETF to use artificial intelligence

The program will parse regulatory filings and more than a million news stories to establish a portfolio of 30 to 70 stocks.

By Bloomberg
FIXED INCOME OCT 18, 2017
Why are investors still flocking to bonds?

Two hints: They're getting older and still feel the burn from bear-markets past.

By John Waggoner
ALTERNATIVES OCT 18, 2017
Private equity eyes advisory firms, but at what cost?

Some executives warn private capital could be disruptive for advisers, others welcome them as valuable partners

By Greg Iacurci
Trump-inspired funds bring political twist to ETF market
MUTUAL FUNDS OCT 18, 2017
Trump-inspired funds bring political twist to ETF market

The actively managed EventShares funds aim to track Republican, Democratic policies.

By Bloomberg
ALTERNATIVES OCT 17, 2017
Private-equity giants start targeting wealthy advisory clients

Blackstone has focused on investors with $5 million in assets while Carlyle has partnered with OppenheimerFunds to reach individuals seeking higher yields.

By Bloomberg
MUTUAL FUNDS OCT 16, 2017
TD Ameritrade to bolster lineup of commission-free ETFs

TD Ameritrade has expanded its commission-free exchange-traded funds platform to 296 from 100, effective Oct. 17.

By InvestmentNews
MUTUAL FUNDS OCT 16, 2017
State Street cuts fees, renames 15 ETFs

Reductions range from five to 48 basis points and three funds will track new indexes.

By InvestmentNews
EQUITIES OCT 16, 2017
Hedging stock risk can hedge your business, too

A bear market increases the odds not only of portfolio loss, but loss of clients.

By John Waggoner
LIFE INSURANCE AND ANNUITIES OCT 16, 2017
Fill the Gaps of Special Needs Financial Planning

By Tom Halloran, President, Voya Financial Advisors
RETIREMENT PLANNING OCT 16, 2017
Building blocks of special needs financial planning

By Bloomberg
LIFE INSURANCE AND ANNUITIES OCT 13, 2017
IRS alerts tax pros to insurance form scam

Government says cybercriminals have found ways to access life insurance and annuity accounts.

By InvestmentNews
ETFS OCT 12, 2017
DOL fiduciary rule, along with two other regs, could be a boon for ETFs

Passive investments, already eating away at active managers' assets, are getting another boost.

By Bloomberg