Investing

Displaying 17154 results
EQUITIES DEC 10, 2014
SPY: The ETF that's challenging Vanguard for world's biggest fund

The SPDR S&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
FIXED INCOME DEC 10, 2014
Vanguard files for 'ultra' short-term bond fund

Offering will restrict maturity of holdings to one year.

By Bianca Flowers
MUTUAL FUNDS DEC 10, 2014
SEC bars former Oppenheimer & Co. fund manager

Agency alleged that he misrepresented the value of a private-equity fund of funds.

By Mason Braswell
EQUITIES DEC 09, 2014
The strange tale of Wall Street's bull

The tale of Wall Street's bull. Plus: Gross, Gundlach disagree; the $72 million high school trader; Yahoo's big score; Goldman's liquidity call and Russia's rate hike.

By Jeff Benjamin
EQUITIES DEC 09, 2014
Troubled SAC Capital hedge fund becomes a family office

Breakfast with Benjamin is back. Today: SAC Capital is now a family office; gold and silver start to shine; navigating bonds with ETFs; another debt-ceiling fight; cheaper gas in 2014; and the biggest product flops of 2013.

By Jeff Benjamin
Janus sees Gross as a 'game changer'
EQUITIES DEC 08, 2014
Janus sees Gross as a 'game changer'

After years of redemptions and on its third CEO, Denver investment company is giving the ball to the Bond King.

By Bloomberg
EQUITIES DEC 08, 2014
Pimco plucks two from Schroders for equities expansion effort

Giles Money joins as a money manager in global growth equity strategies and Lucrecia Tam as an equity analyst focused on industrials,

By Bloomberg
EQUITIES DEC 08, 2014
Wall Street makes a case for why consumers should be spending big

On Monday's <i>Breakfast with Benjamin</i>, Wall Street makes its case for why consumers should be spending big. Plus: Avoiding 'bag lady syndrome', the insurance industry gets digital, and oil starts to look and feel like a free market.

By Jeff Benjamin
ALTERNATIVES DEC 08, 2014
Real estate funds ranked by three-year return, net assets

The latest rankings of real estate funds

By Andrew Leigh
EQUITIES DEC 08, 2014
Socially conscious funds by category, ranked by one-year total return

Including domestic equity, fixed income, mixed-asset and world equity funds

By Andrew Leigh
ETFS DEC 08, 2014
The top 25 socially conscious funds

Ranked by one-year total return

By Andrew Leigh
ALTERNATIVES DEC 08, 2014
Investment managers ditching 60/40 portfolios in favor of more liquid alternatives

On its last legs, the 60/40 portfolio will be replaced by 30/30/40, some managers say.

By Ed Mccarthy
ETFS DEC 08, 2014
Wells Fargo expanding bond fund and ETF use in SMAs

Firm's managed accounts can make greater use of products like bond mutual funds and ETFs over individual bonds in model portfolios.

By Trevor Hunnicutt
RETIREMENT PLANNING DEC 07, 2014
Financial advisers need to check up on clients' medical debt

About 52% of the collections reported by credit agencies are owed to hospitals and other medical providers. Advisers must stand ready to help negotiate claims and make sure medical debt doesn't wreck client credit reports.

By Liz Skinner
OPINION DEC 07, 2014
How to help clients navigate the choppy HSA waters

Figuring out how to utilize the full potential of these health care plan features should be part of comprehensive retirement income planning.

By Peter Stahl
EQUITIES DEC 05, 2014
The 30-year bond is wrapping up a stellar year

Today's <i>Breakfast with Benjamin</i> menu includes: What to know if you want to use active bond funds, all the jobs news is not good, oil climbs but it won't last, and the mother of all corporate tax inversions.

By Jeff Benjamin
FIXED INCOME DEC 05, 2014
W. Curtis Livingston, former leader of Legg Mason unit, dies at 71

The executive, who led Western Asset Management Co. during its purchase by Legg Mason Inc., spent more than three decades in the investing industry.

By Bloomberg
MUTUAL FUNDS DEC 05, 2014
All-weather bond funds sacrifice traditional benefits of core

The key is diversification, not amplification

By Robert Smith
ETFS DEC 04, 2014
IndexIQ plans two ETFs to give advisers more exposure to hedge fund strategies

New products will add to existing lineup, allowing investors to custom build alt portfolios.

By Jeff Benjamin