Investing

Displaying 17152 results
Bank of America isn't banking on a 4Q stock market rally
EQUITIES OCT 05, 2015
Bank of America isn't banking on a 4Q stock market rally

<i>Breakfast with Benjamin</i>: The lack of corporate outlooks this earnings season could be a bad sign for stocks over the next few months.

By Jeff Benjamin
Advisers pouring more money into smart beta funds
EQUITIES OCT 05, 2015
Advisers pouring more money into smart beta funds

Reports find understanding remains scanty and strategies used don't always match goals.

By Jeff Benjamin
EQUITIES OCT 05, 2015
What markets to watch when the Fed hands down its rate decision

<i>Breakfast with Benjamin:</i> 'The decision' for Fed on interest rates could rock these 6 markets.

By Jeff Benjamin
Bearish real estate market creating opportunities for REITs, investors
ALTERNATIVES OCT 03, 2015
Bearish real estate market creating opportunities for REITs, investors

Blackstone exec says expects more REITs to go private, asset sales, share buybacks, debt reduction.

By Bloomberg
Smart beta and market cap indexing: Better together
EQUITIES OCT 02, 2015
Smart beta and market cap indexing: Better together

It's not an either/or proposition; when combined, the two strategies can achieve broad diversification.

By Anthony B. Davidow
What advisers need to know when working with May-December couples
RETIREMENT PLANNING OCT 01, 2015
What advisers need to know when working with May-December couples

Six areas in which planning for couples with a wide age difference may require different financial advice.

By Laura Sanicola
A weak outlook for earnings doesn't bode well for stocks
EQUITIES OCT 01, 2015
A weak outlook for earnings doesn't bode well for stocks

<i>Breakfast with Benjamin</i>: Corporate earnings are expected to decline 4.1%, and the stock market hunkers down for a rough earnings season.

By Jeff Benjamin
Active fund managers took it on the chin in the third quarter
EQUITIES OCT 01, 2015
Active fund managers took it on the chin in the third quarter

<i>Breakfast with Benjamin</i>: The third quarter was not kind to active fund managers, with two-thirds unable to beat their benchmarks.

By Jeff Benjamin
Activist investor calls for board revamp at New York REIT
ALTERNATIVES OCT 01, 2015
Activist investor calls for board revamp at New York REIT

Jonathan Litt says REIT, once a part of Nicholas Schorsch's real estate empire, suffering from lack of investor confidence due to legacy management structure.

By Bloomberg
RETIREMENT PLANNING SEP 30, 2015
Employees enrolling in health savings accounts, 401(k)s more than ever: report

BofA study finds auto enrollment plans helping a lot but workers, particularly younger ones, are more confident as the financial crisis continues to fade.

By Laura Sanicola
RETIREMENT PLANNING SEP 30, 2015
Health care costs for retired couples climb 11% over 2014: Fidelity

65-year-old couple retiring this year should expect to spend $245,000 on health care costs, up $25K from last year.

By Laura Sanicola
EMERGING MARKETS SEP 30, 2015
Franklin Templeton's Hasenstab says assets are cheap, bets big on emerging markets

Money manager's view contrasts with some big hedge fund managers who see beginnings of bear market

By Bloomberg
Two Schorsch REITs cancel liquidity events
ALTERNATIVES SEP 30, 2015
Two Schorsch REITs cancel liquidity events

AR Capital points to market turbulence and impending merger with Apollo.

By Bruce Kelly
EQUITIES SEP 29, 2015
BlackRock proposes shutting stock market down when volatility spikes

Money manager says total trading halt when a certain number of shares stop trading would give traders time to regroup.

By Bloomberg
EQUITIES SEP 29, 2015
Hedge fund marketers have independent advisers in their sights

<i>Breakfast with Benjamin</i>: Now that hedge funds have the green light to market their wares, they're zeroing in on independent advisers.

By Jeff Benjamin
TD Ameritrade weighs charging fund companies on its commission-free ETF platform
ETFS SEP 29, 2015
TD Ameritrade weighs charging fund companies on its commission-free ETF platform

RIA custodian is also &quot;taking a look&quot; at role of Morningstar in selecting funds and considers sharing data on advisers, according to an executive.

By Trevor Hunnicutt
Which alternatives ETFs won and lost during the market's bout of volatility
ALTERNATIVES SEP 29, 2015
Which alternatives ETFs won and lost during the market's bout of volatility

The goal of alt funds, which track such things as commodities and hedge fund strategies, is to provide returns that don't move broadly in tandem with stock and bond markets. Here's how they did.

By Bloomberg
Edward Jones' proprietary funds are outselling nearly all active managers
EQUITIES SEP 29, 2015
Edward Jones' proprietary funds are outselling nearly all active managers

Firm has raised $8.1 billion for its seven Bridge Builder funds this year as it moves money from its fee-based platform.

By Trevor Hunnicutt
EQUITIES SEP 28, 2015
Jackson National to offer DoubleLine smart beta fund in VAs

Smart-beta strategies got their latest seal of approval in the form of a $100 million mandate from variable annuity giant Jackson National, which has added the DoubleLine Shiller Enhanced CAPE Fund to its menu of VA investment options.

By Jeff Benjamin
Biotech beat down weighs on the markets
EQUITIES SEP 28, 2015
Biotech beat down weighs on the markets

<i>Breakfast with Benjamin</i>: The biotech stock bloodbath is starting to look like more than just political bluster.

By Jeff Benjamin