Investing

Displaying 16181 results
Private equity stalwart Pomona Capital launches fund for smaller investors, joining ranks of Carlyle, Altegris
ALTERNATIVES MAY 18, 2015
Private equity stalwart Pomona Capital launches fund for smaller investors, joining ranks of Carlyle, Altegris

New fund, limited to accredited investors, will target the secondary PE market.

By Jeff Benjamin
RETIREMENT PLANNING MAY 17, 2015
From elder planning to implementation

Advisers' jobs include not only helping clients reach a secure retirement but also helping them live through that retirement

By MFXFeeder
EQUITIES MAY 15, 2015
Why it's time to believe the hype behind ESG investing

Studies show socially conscious investing principles positively affect long-term, risk-adjusted returns.

By Thomas Hoops
Medicare becoming a bigger piece of retirement planning for advisers
RETIREMENT PLANNING MAY 14, 2015
Medicare becoming a bigger piece of retirement planning for advisers

With regulatory and marketplace changes, more clients nedd help navigating Medicare maze.

By Darla Mercado
ETFS MAY 14, 2015
Eaton Vance dismisses BlackRock remarks on NextShares

CEO Faust calls remarks by BlackRock executives skeptical of the future of NextShares, an exchange-traded successor to mutual funds, 'off base.'

By Trevor Hunnicutt
Fidelity fights back against 'active share'
MUTUAL FUNDS MAY 14, 2015
Fidelity fights back against 'active share'

Facing outflows in its actively managed funds, the $2 trillion money manager lashes out against a popular measure that more advisers and investors are using to pick funds.

By Trevor Hunnicutt
RETIREMENT PLANNING MAY 13, 2015
How will Medicare coverage travel with clients this summer?

Help your clients prepare for that bon voyage by letting them know how they can travel and use Medicare.

By Katy Votava
MUTUAL FUNDS MAY 13, 2015
Mutual fund companies blend into unwashed mass for consumers

In 'grave strategic error,' mutual fund managers have allowed their products to be commoditized, a new report finds, but not all firms are suffering. <i>(Don't miss: <a href="//www.investmentnews.com/gallery/20150401/FREE/401009999/PH&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">The first quarter's best and worst mutual fund groups</a>)</i>

By Jeff Benjamin
Nationwide to pay $8M to settle with SEC over variable annuity mail snafu
LIFE INSURANCE AND ANNUITIES MAY 13, 2015
Nationwide to pay $8M to settle with SEC over variable annuity mail snafu

Insurer charged after agency found it deliberately delayed receipt of variable annuities and life insurance orders, resulting in a failure to price them in a timely manner.

By Darla Mercado
Elder care needs will transform advice industry
RETIREMENT PLANNING MAY 12, 2015
Elder care needs will transform advice industry

Demand will shift from retirement income to housing and care issues.

By Mary Beth Franklin
Gross fund netted $58 million in April
MUTUAL FUNDS MAY 12, 2015
Gross fund netted $58 million in April

Former bond king's fund at Janus Capital Group attracted a big chunk of new investor money in April, before the fund was hit by a selloff in bonds.

By Bloomberg
Bill Gross says 35-year bull market in stocks and bonds coming to an end
EQUITIES MAY 12, 2015
Bill Gross says 35-year bull market in stocks and bonds coming to an end

Janus money manager says attempt by global central banks to cure a debt crisis with more debt doesn't have much further to run.

By Bloomberg
MUTUAL FUNDS MAY 12, 2015
The best- and worst-performing target date funds

The winners and losers of the first quarter of 2015

By Bloomberg
ETFS MAY 12, 2015
Reading the tea leaves of exchange-traded funds

<i>Breakfast with Benjamin:</i> Does ETF flow data show anything more than who's up and who's down? You better believe it.

By Jeff Benjamin
Bill Gross' Janus fund draws big bucks as performance picks up
MUTUAL FUNDS MAY 12, 2015
Bill Gross' Janus fund draws big bucks as performance picks up

With another $6.8 million from new investors in March, Janus Global Unconstrained Bond Fund reaches $1.5B in assets.

By Bloomberg
FINTECH MAY 11, 2015
Vanguard plans to offer digital marketing tool for advisers

Largest mutual fund manager hopes that the tool will enhance relationships for and with advisers.

By Trevor Hunnicutt
SEC slaps charges against "retirement planners" for fraudulent life settlement sales
LIFE INSURANCE AND ANNUITIES MAY 11, 2015
SEC slaps charges against "retirement planners" for fraudulent life settlement sales

Pair sold $4.3 million of Investments fraudulently marketed as &quot;safe as CDs&quot; and &quot;federally insured,&quot; regulator says in suit.

By Darla Mercado
F-Squared still struggling in wake of SEC charges
ETFS MAY 11, 2015
F-Squared still struggling in wake of SEC charges

Asset management firm laid off 25% of its staff last week

By Trevor Hunnicutt
Your clients might need some hand-holding for that first rate hike
EQUITIES MAY 10, 2015
Your clients might need some hand-holding for that first rate hike

<i>Breakfast with Benjamin</i> There's no harm in helping investors better understand what it means for them when the Fed starts to tighten interest rates.

By Jeff Benjamin
FIXED INCOME MAY 10, 2015
Alan Greenspan warns of another taper tantrum when the Fed lifts interest rates

<i>Breakfast with Benjamin</i> What's going to happen to the markets when the Fed pulls the interest rate hike trigger? Alan Greenspan has an idea, and it's not pretty.

By Jeff Benjamin