Investing

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Morningstar expands access to ESG fund scores for socially conscious investors
RIA NEWS MAR 06, 2016
Morningstar expands access to ESG fund scores for socially conscious investors

Investors can see how funds rate when it comes to sustainability factors. But public access could mean more pressure and focus on ESG issues from clients.

By Jeff Benjamin
Some dividend-loving funds hit new highs
ETFS MAR 06, 2016
Some dividend-loving funds hit new highs

The average stock fund investor is still sitting on losses since the market's May 2015 peak. But many funds that invest like your grandparents have already climbed out of the hole.

By John Waggoner
Stocks fluctuate as investors weigh ECB stimulus
MUTUAL FUNDS MAR 04, 2016
Stocks fluctuate as investors weigh ECB stimulus

Brent tops $40 for first time since December on rig count

By Bloomberg
U.S. stocks advance amid 3-week rally after mixed jobs report
MUTUAL FUNDS MAR 04, 2016
U.S. stocks advance amid 3-week rally after mixed jobs report

Economy adds more jobs than forecast, earnings lose traction

By Bloomberg
EQUITIES MAR 04, 2016
Gold's near-term future looks bright

Investors are piling in to gold funds, ETFs

By Jeff Benjamin
FIXED INCOME MAR 04, 2016
What happens if the Fed goes negative?

The most obvious victims of a negative-rate environment are savers and retirees

By MFXFeeder
Once unheard of, negative interest rates emerge as a viable Fed tool
FIXED INCOME MAR 04, 2016
Once unheard of, negative interest rates emerge as a viable Fed tool

Savers and retirees would suffer the most

By Jeff Benjamin
Best junk bond manager of decade says recession fears overdone
MUTUAL FUNDS MAR 03, 2016
Best junk bond manager of decade says recession fears overdone

Fidelity's Mark Notkin sees mid-to-high single-digit returns for 2016

By Bloomberg
Value stocks poised to take the lead from growth investing
MUTUAL FUNDS MAR 03, 2016
Value stocks poised to take the lead from growth investing

A looming earnings recession favors utilities, staples, dividend-payers.

By Jeff Benjamin
Financial advisers, analysts shrug off recession fears
EQUITIES MAR 03, 2016
Financial advisers, analysts shrug off recession fears

Meager economic growth and political fear-mongering aside, financial advisers shouldn't be overly concerned about the threat of a U.S. recession.

By Jeff Benjamin
Gold rally takes a breather
ETFS MAR 03, 2016
Gold rally takes a breather

Some analysts say the pullback makes more sense than the rally

By Jeff Benjamin
Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds
EQUITIES MAR 02, 2016
Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds

Scoring funds for social, environmental and governance factors feeds a growing investor appetite

By Jeff Benjamin
Buffett bets on real estate with stake in Sears spin-off REIT
ALTERNATIVES MAR 02, 2016
Buffett bets on real estate with stake in Sears spin-off REIT

Attraction for the billionaire could be the REIT's right to recapture leased space at better rates.

By Bloomberg
Eaton Vance's NextShares fund meets critical reviews
EQUITIES MAR 01, 2016
Eaton Vance's NextShares fund meets critical reviews

Hybrid exchange-traded mutual fund called a 'test case', and is already receiving some skeptical reviews.

By Jeff Benjamin
Commonwealth ceases sale of some variable annuities
LIFE INSURANCE AND ANNUITIES MAR 01, 2016
Commonwealth ceases sale of some variable annuities

Commonwealth brokers can no longer sell L share class variable annuities, as industrywide scrutiny of these annuity contracts grows.

By Greg Iacurci
LIFE INSURANCE AND ANNUITIES FEB 29, 2016
MetLife wins court ruling to remove 'too big to fail' label

Classifying America's biggest life insurer as a systemically important financial institution gets rejected by a federal judge.

By Bloomberg
EQUITIES FEB 29, 2016
Allianz's El-Erian: What markets need from Friday's U.S. jobs report

The U.S. employment report for February will need to show continued robust job additions, higher wage growth and a labor participation rate that is edging up.

By Mohamed El-Erian
EQUITIES FEB 29, 2016
A financial adviser's favor and an odd research note that took down a $7B Ponzi scheme

<i>Breakfast with Benjamin</i> The simple gesture of a financial adviser doing a favor for a friend, and an odd research note, helped take down the Allen Stanford Ponzi scheme.

By Jeff Benjamin
Aequitas meltdown underscores the importance of due diligence, caution
RIA NEWS FEB 29, 2016
Aequitas meltdown underscores the importance of due diligence, caution

The alternatives platform's collapse underscores the concept that when something looks too good to be true, it probably is.

By Jeff Benjamin
OPINION FEB 29, 2016
Why indexed annuities eventually could outsell the variable variety

The factors influencing a shift toward indexed annuities and away from variable annuities

By Scott Stolz