Investing

Displaying 16212 results
EQUITIES DEC 16, 2014
Global economic worries send stocks lower; focus turns to U.S. data

Salesforce, Keurig knocked lower by weak forecasts; secondary offering sinks GoPro.

By Bloomberg
ALTERNATIVES DEC 16, 2014
Advisers who sold MainStay Marketfield a fickle bunch

MainStay Marketfield, the blockbuster long/short equity liquid alt fund, was a darling at the wirehouses, but when its performance dragged, the outflows came quick and heavy.

By Trevor Hunnicutt
LIFE INSURANCE AND ANNUITIES DEC 16, 2014
Insurance agent bill inches closer to the finish line

Senate OKs legislation to make it easier for insurance agents to become licensed to sell insurance in multiple states.

By Darla Mercado
ALTERNATIVES DEC 15, 2014
An alternative oil investment that hinges on infrastructure needs

Nontraded energy BDC provides funds for exploration and drilling.

By Bruce Kelly
ALTERNATIVES DEC 15, 2014
St. Nicholas puts holidays on ice

Schorsch and ARC will push back celebration until mid-2015.

By Bruce Kelly
ETFS DEC 15, 2014
Goldman Sachs explores liquid alternatives in the ETF world

Can Goldman Sachs put ETF investors on a liquid diet?

By Bloomberg
RIA NEWS DEC 14, 2014
Latest twist in robo-advice: Actively managed funds

Untested approach compared to adding cyanide to cupcakes

By Jeff Benjamin
EQUITIES DEC 14, 2014
Maybe the Fed isn't going to raise rates next year

Paul Krugman is skeptical of the consensus for a rate hike. <i>Plus:</i> The risky downside of oil's slide, passive investing all the rage, Congress actually does something, Americans turn bullish.

By Jeff Benjamin
ALTERNATIVES DEC 14, 2014
Cheap oil no reason to abandon the energy sector, strategists say

Though the energy sector has dropped 14.6% in the past three months versus a 3.5% gain for the S&amp;P, investing experts say the innovation potential in the sector should not be ignored.

By Jeff Benjamin
ALTERNATIVES DEC 14, 2014
Buyer beware: Liquid alts are not created equal

A world where big performance disparities are the norm

By Jeff Benjamin
RETIREMENT PLANNING DEC 12, 2014
Baby boomer clients need input on medical expenses in retirement

Don't be surprised if clients seek your advice on complex health care decisions as they approach retirement.

By Craig Brimhall
RETIREMENT PLANNING DEC 12, 2014
Savings targets for retirement health care costs fall in 2014

But retirees will still need to prepare for rising health care costs in the long run, expert warns.

By Darla Mercado
RIA NEWS DEC 11, 2014
Mutual Fund Store, once skeptical of ETFs, joins the fray

RIA with $9.5 billion from ordinary people branches into the funds.

By Trevor Hunnicutt
PRACTICE MANAGEMENT DEC 11, 2014
Citigroup dealt second fine for prospectus lapses

Finra said the firm failed to deliver documents after ETFs were purchased by clients.

By Trevor Hunnicutt
EQUITIES DEC 11, 2014
DoubleLine's Jeffrey Gundlach thinks the dollar will keep getting stronger

On Friday's <i>Breakfast with Benjamin</i>, Jeffrey Gundlach calls for more of the dollar's rally. Plus: Warren Buffett places an early bet on Hillary Clinton in 2016, bond manager urges maximum flexibility, and Robert Shiller picks stocks over houses.

By Jeff Benjamin
EQUITIES DEC 11, 2014
Didn't get in on the Alibaba IPO? These ETFs did

Strategic moves by two exchange-traded fund managers underscore the uniqueness of the offering.

By Jeff Benjamin
PRACTICE MANAGEMENT DEC 10, 2014
Should your clients use prepaid college tuition plans?

As more schools sign on, guarantees and tuition cost savings attract account holders.

By Liz Skinner
EQUITIES DEC 10, 2014
Jack Bogle recommends a firm grip on U.S. stocks

On <i>Breakfast with Benjamin</i>: Jack Bogle recommends a firm grip on U.S. stocks. Plus: The tide is turning in favor of active management, the oil-price slide is spreading across the commodities markets, and OPEC fades as a cartel.

By Jeff Benjamin
EQUITIES DEC 10, 2014
SPY: The ETF that's challenging Vanguard for world's biggest fund

The SPDR S&amp;P 500 Trust is a favorite of both long-term investors and short-term traders, and a good example of how an ETF can work for all kinds of investors with all kinds of goals.

By Bloomberg
EQUITIES DEC 10, 2014
Unprecedented demand for ETF tracking Chinese stocks

Manager of the $646 million Deutsche X-trackers Harvest CSI 300 A-shares forced to all but stop taking in new money.

By Bloomberg