Investing

Displaying 17154 results
ALTERNATIVES NOV 10, 2014
Fidelity targets bruised Pimco, launches actively managed bond ETFs

Fidelity's active management heft and huge product-distribution capacity now extend to a corner dominated by Pimco as it launches actively managed bond ETFs.

By Trevor Hunnicutt
EQUITIES NOV 10, 2014
Pimco boss shrugs off Gross' exit

Today's <i>Breakfast with Benjamin</i> sees Pimco CEO Douglas Hodge downplay Bill Gross' exit, big-money players identifying a stock market entry point, JPMorgan's huge data breach, and more.

By Jeff Benjamin
MUTUAL FUNDS NOV 09, 2014
Wholesalers make hay with Pimco

By Trevor Hunnicutt
MUTUAL FUNDS NOV 09, 2014
Fixed-income firms scramble to capture funds unleashed by Pimco turmoil

With interest rates near historic lows and signs pointing to a new Fed tightening cycle, the movement of money sparked by Bill Gross' exit from Pimco might be the start of a major bond transition. <b><i>(Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20141109/BONDKINGS&quot;>See our full report on the new bond kings</a>)</b></i>

By Jeff Benjamin
ALTERNATIVES NOV 09, 2014
Brokerage firms and mutual fund companies need better training for complex products

Companies must heed the gentle warnings being given to them by Finra and the SEC on complex investments.

By MFXFeeder
MUTUAL FUNDS NOV 09, 2014
Janus fixed-income chief steps into the spotlight

The chief investment officer overseeing Janus' bond business adjusting to the added attention on the firm.

By Jeff Benjamin
MUTUAL FUNDS NOV 09, 2014
Interest rate call: Still 'low for long'

Barring something unforeseen, global risk will remain tamped down

By Krishna Memani and Peter Strzalkowski
EQUITIES NOV 07, 2014
Stock-index futures flat as focus turns to earnings

Stock-index futures were little changed, after the Standard &amp; Poor's 500 Index posted a third weekly gain, as investors watched corporate results.

By Bloomberg
EQUITIES NOV 07, 2014
Stocks expected flat as investors take breather after election

October jobless data become the focus amid solid earnings.

By Bloomberg
ALTERNATIVES NOV 07, 2014
Schorsch is confident in his empire

Says company has started the healing process; expects full recovery may &#8220;take some time.&#8221;

By Mason Braswell
ALTERNATIVES NOV 07, 2014
How are REIT dividends taxed?

Distributions retain the tax characteristics of what happened in the REIT

By Robert N. Gordon
RETIREMENT PLANNING NOV 07, 2014
With Medicare signup coming soon, tax bracket management strategies can help clients save

Income levels determine how much clients will pay for Medicare Parts B and D; planning is key.

By Darla Mercado
PRACTICE MANAGEMENT NOV 07, 2014
What is a bond really worth?

Recent investigations of Pimco's Total Return Bond ETF and church bonds highlight the need to investigate an investment's truest price.

By Bruce Kelly
FINTECH NOV 06, 2014
Why advisers are worried about eMoney's acquisition by Fidelity

Deal stirs concerns that Fidelity may cut off other custodian's access to popular software.

By Liz Skinner
EQUITIES NOV 06, 2014
John Hancock pushes for liquid alts in retirement plans

<i>Breakfast with Benjamin:</i>Shopping season bodes well for stocks. <i>Plus:</i> John Hancock pushes for liquid alts in retirement plans; being thankful for seasonal market timing; and learning to fly drones for fun and profit

By Jeff Benjamin
RETIREMENT PLANNING NOV 06, 2014
GOP Senate win gives it the clout to change Obamacare

With Republicans leading the House and Senate next year, the possibility of some reforms to the Affordable Care Act are possible. The rules around the employer mandate seem to be those most likely to find compromise within the Congress and at the White House.

By Liz Skinner
EQUITIES NOV 06, 2014
Investors betting on tech

Friday's <i>Breakfast with Benjamin:</i> Money flowing to technology but record highs mask weakness. Plus: Eaton Vance's big news; BofA's big loss; Home Depot's big data breach; and dreaming big, big, big.

By Jeff Benjamin
EQUITIES NOV 06, 2014
Nuveen's Bob Doll: Election not a game changer but energy, medical device, defense company stocks could win

Nuveen's Bob Doll says while the big GOP victory on Tuesday is not a game changer, energy, medical device, defense company stocks could win.

By Robert C. Doll
EQUITIES NOV 06, 2014
Pimco, challenging Jack Bogle, defends active bond management

Facing outflows amid increasing trend toward passive management, firm says some fixed income managers can meaningfully add to returns

By Trevor Hunnicutt
EQUITIES NOV 06, 2014
Hedge funds jumping into Puerto Rico muni bonds

Today's <i>Breakfast with Benjamin</i> on hedge funds owning $16 billion in Puerto Rican muni bond debt, the scary similarities between advisers and psychics, why deep-water drilling looks like a bargain, and more.

By Jeff Benjamin