Investing

Displaying 17148 results
MUTUAL FUNDS FEB 15, 2018
Infrastructure funds aren't feeling the love yet

Stocks have lagged amid skepticism about the Trump administration's plan.

By John Waggoner
ALTERNATIVES FEB 15, 2018
Vanguard rolls out active-factor ETFs

New offerings include six exchange-traded funds and one mutual fund

By John Waggoner
ETFS FEB 15, 2018
Innovative ETFs struggle to impress investors

Most assets in exchange-traded funds are in market cap-weighted index funds.

By Nir Kaissar
RETIREMENT PLANNING FEB 14, 2018
New tax law could increase pension risk transfers

Lower tax rates make it more advantageous to fully fund pension plans, often a prerequisite to conducting a pension risk transfer.

By Greg Iacurci
ETFS FEB 14, 2018
Volatility-tied note that crashed was meant for hedge funds: Credit Suisse CEO

Prospectus warned that the exchange-traded note has 'zero long-term value,' Thiam says.

By Bloomberg
EQUITIES FEB 14, 2018
Infrastructure funds aren't yet feeling the love

Stocks have lagged amid skepticism about the Trump administration's plan.

By John Waggoner
Life insurance 'advice' in an era of fake news
OPINION FEB 14, 2018
Life insurance 'advice' in an era of fake news

Advisers who have clients' best interests at heart should insist upon the disclosure of actual internal policy costs and performance.

By Barry Flagg
MUTUAL FUNDS FEB 13, 2018
Advisers trying to hide high-fee mutual fund share classes won't fool SEC

Agency has the ability to detect share-class issues using data-driven initiatives.

By Mark Schoeff Jr.
LIFE INSURANCE AND ANNUITIES FEB 13, 2018
Buffer annuities grow in popularity

The products, also known as structured or variable-indexed annuities, have gained market share, and more insurers are rolling them out.

By Greg Iacurci
EQUITIES FEB 13, 2018
Active funds shone during sell-off

Equity mutual funds beat benchmarks across the board, with the large-cap growth category doing best.

By Bloomberg
ALTERNATIVES FEB 13, 2018
Newbridge target of investor complaints over REIT sales

Firm could face two dozen suits from police, firemen and other Philadelphia public employees alleging millions in damages, according to two attorneys handling the claims.

By Bruce Kelly
EQUITIES FEB 12, 2018
Inflation bogeyman looms

As stock investors fret about rising rates, this week's CPI report could guide the market's next phase.

By Bloomberg
MUTUAL FUNDS FEB 12, 2018
ETF at heart of market turmoil lures record cash

ProShares volatility-linked fund took in more than $500 million last week.

By Bloomberg
RETIREMENT PLANNING FEB 12, 2018
Target-date assets continue to climb

TDFs now account for 20.4% of defined-contribution-plan assets, up from 18.4% in year-earlier period, according to Pensions & Investments survey

By Bloomberg
EQUITIES FEB 12, 2018
Record $23 billion flees world's largest ETF

SPDR S&P 500 exchange-traded fund saw outflows amounting to 8% of its total assets last week.

By Bloomberg
PRACTICE MANAGEMENT FEB 12, 2018
SEC offers advisers amnesty to move clients out of high-fee mutual fund share classes

Enforcement division giving advisers until June 12 to declare intentions to self-report fiduciary violations and make financial restitution.

By Jeff Benjamin
MUTUAL FUNDS FEB 12, 2018
Schwab: Lower minimums, uniform pricing for funds boost flows

The changes increase mutual funds and ETFs' appeal to small retirement plans, too

By John Waggoner
MUTUAL FUNDS FEB 12, 2018
Muni money funds show signs of life

Tax-exempt money fund assets have grown almost $7 billion so far this year.

By Bloomberg
EQUITIES FEB 12, 2018
Morgan Stanley strategist who predicted volatility says buy now

Michael Wilson sees the S&P 500 index ending the year 5% above its current level.

By Bloomberg
FIXED INCOME FEB 09, 2018
Franklin Templeton boosts bet against Treasuries

Bond chief Hasenstab sees rising interest rates wreaking havoc.

By Bloomberg