Investing

Displaying 17149 results
EMERGING MARKETS AUG 19, 2017
Big gains attract new money to emerging markets, but should investors stay?

An estimated $6.7 billion has flowed into emerging-market stock funds and ETFs so far this year, according to Morningstar.

By John Waggoner
ALTERNATIVES AUG 19, 2017
Best- and worst-performing emerging-market funds

By IN Research and Ellie Zhu
EMERGING MARKETS AUG 18, 2017
Mutual fund class of 2016 gets boost from international investments

Fund sponsors followed flows, which led to a reasonably happy outcome for many.

By John Waggoner
FINTECH AUG 18, 2017
Will Jeffrey Gundlach's Trump-like approach on Twitter work in financial services?

The DoubleLine CEO's attacks on Wall Street Journal reporters is igniting a discussion on what's fair game on social media.

By Jeff Benjamin
EMERGING MARKETS AUG 16, 2017
International investing: How to set an allocation you — and your clients — can live with

International mutual funds and ETFs are on a roll. Is it time to get in or get out?

By John Waggoner
EMERGING MARKETS AUG 16, 2017
ETFs making emerging markets vulnerable to sudden outflows: Citi

The $244 billion invested in emerging-market ETFs is about 19 percent of the total invested in emerging-market mutual funds, according to the firm.

By Bloomberg
FIXED INCOME AUG 15, 2017
European junk bonds posted highest returns after financial crisis

Investors who bought high-yield corporate debt made 100% on their money over the last 10 years.

By Bloomberg
RETIREMENT PLANNING AUG 15, 2017
How to select the right TDF for a 401(k) plan

A fiduciary process involves a full understanding of what should be done, rather than what can be done.

By Blaine F. Aikin
MUTUAL FUNDS AUG 15, 2017
Eduardo Repetto to leave Dimensional Fund Advisors

Gerald O'Reilly, currently co-CIO, will take over as co-CEO with David Butler.

By John Waggoner
ALTERNATIVES AUG 15, 2017
Alternative strategies boomed after crisis, but haven't been tested

Because the S&P 500 has outperformed, convincing clients they need protection is a hard sell.

By Jeff Benjamin
PRACTICE MANAGEMENT AUG 14, 2017
FSC Securities to pay $592,000 for failure to supervise leveraged ETFs

The Financial Industry Regulatory Authority Inc. and FSC Securities last Thursday announced that the firm will pay a $100,000 fine and $492,000 to clients.

By Bruce Kelly
RETIREMENT PLANNING AUG 10, 2017
Manulife cites 'challenging' businesses amid spinoff talk

The company may seek to exit its John Hancock unit in the U.S.

By Bloomberg
EQUITIES AUG 10, 2017
Investors pour money into bonds, international in July

U.S. stocks? Not so much.

By John Waggoner
RETIREMENT PLANNING AUG 10, 2017
DOL fiduciary rule: Indexed, variable annuities big winners of a proposed delay

Indexed annuity distribution would have been upended in January, but a delay preserves the status quo.

By Greg Iacurci
RETIREMENT PLANNING AUG 09, 2017
How one 401(k) adviser is successfully prospecting clients under the DOL fiduciary rule

The approach leverages relationships with property and casualty insurance brokers.

By Greg Iacurci
EQUITIES AUG 09, 2017
S&P: Managers still faring miserably vs. indexes

Some bright spots in value, small-cap international.

By John Waggoner
ALTERNATIVES AUG 09, 2017
Private equity investors zero in on the RIA business

P-E proves to be ready and willing to invest in RIAs, but many will be looking to sell in three to seven years.

By Jeff Benjamin
FIXED INCOME AUG 09, 2017
Is inflation a real and present danger?

Low unemployment could spell rising prices.

By John Waggoner
EQUITIES AUG 09, 2017
Pimco and T. Rowe Price warn investors it's time to reduce risk

Firms join chorus of voices urging caution in an expensive market.

By Bloomberg
RETIREMENT PLANNING AUG 08, 2017
Good health is key to retirement security

Incorporating health-care costs into retirement plans can boost an adviser's value.

By Mary Beth Franklin