Investing

Displaying 16143 results
DOL must keep dialogue open on fiduciary rule
LIFE INSURANCE AND ANNUITIES JUN 16, 2016
DOL must keep dialogue open on fiduciary rule

Sudden withdrawal of DOL's Timothy Hauser from a panel at the Insured Retirement Institute conference was a blunder.

By Andrew Leigh
Two more industry groups file lawsuits against the DOL fiduciary rule
LIFE INSURANCE AND ANNUITIES JUN 16, 2016
Two more industry groups file lawsuits against the DOL fiduciary rule

Today's complaints against the Labor Department regulation raising retirement advice standards, bringing the total to five, say it will make it harder for Americans to purchase fixed annuities.

By Tanvi Acharya
Take 5: Vanguard's Jack Bogle says mutual fund industry needs to change
MUTUAL FUNDS JUN 16, 2016
Take 5: Vanguard's Jack Bogle says mutual fund industry needs to change

Five candid responses on ETFs, smart beta, the Labor Department's fiduciary rule and reading up on muckrakers of old.

By John Waggoner
EQUITIES JUN 16, 2016
How a Brexit will hit U.S. stocks

Plus: The Fed moves bonds, the downside of diversification, and don't rule out a staycation this summer

By Jeff Benjamin
FIXED INCOME JUN 15, 2016
Allianz's El-Erian says the Fed is putting the U.S. economy at risk

<i>Breakfast with Benjamin</i> The critics of the Fed's monetary policy are getting louder. Meanwhile, the Fed continues to march to the beat of its own drummer.

By Jeff Benjamin
Leuthold Group: Long-term stock indicator wildly bullish
EQUITIES JUN 15, 2016
Leuthold Group: Long-term stock indicator wildly bullish

Indicator last flashed a buy signal in May 2009.

By John Waggoner
AQR's Asness, Research Affiliates' Arnott agree that a little market timing is okay
EQUITIES JUN 15, 2016
AQR's Asness, Research Affiliates' Arnott agree that a little market timing is okay

Defining value as something that's not cheap, but should be.

By Jeff Benjamin
ETFS JUN 15, 2016
Don't let the fickle Fed hamstring your bond portfolio

<i>Breakfast with Benjamin</i> There are ways to protect your bond holdings from the whims of the Federal Reserve.

By Jeff Benjamin
ETF boon under DOL fiduciary rule won't be universal
ETFS JUN 15, 2016
ETF boon under DOL fiduciary rule won't be universal

Some of the more exotic ETF strategies may be difficult to defend as being in a client's best interest.

By Greg Iacurci
DOL supports ESG fund use in 401(k) plans
RETIREMENT PLANNING JUN 15, 2016
DOL supports ESG fund use in 401(k) plans

New guidance amends old rules that had a &quot;chilling effect&quot; on ESG fund use in ERISA plans.

By Greg Iacurci
'Brexit' campaigns suspended after British lawmaker killed in shooting
EQUITIES JUN 14, 2016
'Brexit' campaigns suspended after British lawmaker killed in shooting

After the attack, campaigning halted in UK's European Union membership referendum.

By Bloomberg
Mutual fund born during Great Depression proves the value of buy-and-hold
MUTUAL FUNDS JUN 14, 2016
Mutual fund born during Great Depression proves the value of buy-and-hold

The 81-year-old Voya Corporate Leaders Trust beats most by doing nothing.

By John Waggoner
Franklin Templeton joins Fidelity, Goldman and John Hancock in launching strategic beta ETFs
MUTUAL FUNDS JUN 14, 2016
Franklin Templeton joins Fidelity, Goldman and John Hancock in launching strategic beta ETFs

Three of the Franklin LibertyQ funds are core multi-strategy funds, seeking a combination of quality, value, momentum and low-volatility stocks.

By John Waggoner
EQUITIES JUN 14, 2016
A tale of two Chinas: one old, one new

By Monique France
The case for favoring revenue bonds over general obligation bonds
FIXED INCOME JUN 12, 2016
The case for favoring revenue bonds over general obligation bonds

General obligation bonds have encountered problems as municipal issuers face rising fixed legacy costs that challenge revenue growth.

By Peter Hayes
RETIREMENT PLANNING JUN 12, 2016
DOL fiduciary rule can also be applied to insurance

Finding a policy that works in the best interests of your clients not as hard as you think

By Barry Flagg
Advisers to start recommending ABLE plans to clients
RETIREMENT PLANNING JUN 09, 2016
Advisers to start recommending ABLE plans to clients

Four states introduce accounts that help families save for special needs children

By Liz Skinner
Invesco, Longleaf funds stashing cash as bear market cushion
MUTUAL FUNDS JUN 09, 2016
Invesco, Longleaf funds stashing cash as bear market cushion

But these funds will look like idiots in a rip-snorting bull market.

By John Waggoner
RIA NEWS JUN 09, 2016
The DOL fiduciary rule will forever change financial advice, and the industry has to adapt

The DOL fiduciary rule will forever change financial advice, and the industry now faces the challenge of adapting to the new regulation.

By Liz Skinner
EMERGING MARKETS JUN 08, 2016
Bill Gross highlights the dirty downside of negative interest rates

<i>Breakfast with Benjamin</i> According to Janus' Bill Gross, just because negative interest rates feel good doesn't mean they're a good thing.

By Jeff Benjamin