News

Displaying 42962 results
RIAS JUN 15, 2015
The continuing growth of the RIA channel, by the numbers

Where the RIA wealth is spread out across the country, plus the 10 biggest firms

By Ellie Zhu
RIAS JUN 15, 2015
United Capital pivots away from mutual funds to proprietary asset management program

Firm sees new way to cut the middleman, product fees for clients while capturing top investment ideas.

By Trevor Hunnicutt
What a Hillary Clinton presidency would mean for financial advisers
REGULATION AND LEGISLATION JUN 15, 2015
What a Hillary Clinton presidency would mean for financial advisers

With talk she'll announce her candidacy this weekend, questions arise about Ms. Clinton's take on fiduciary standards in advice, and what her tax policies and SEC budget would look like.

By Mark Schoeff Jr.
Saudi Arabia lays out the welcome mat for global investors
EQUITIES JUN 14, 2015
Saudi Arabia lays out the welcome mat for global investors

<i>Breakfast with Benjamin:</i> The richest and most powerful Arab nation opens its $570 billion stock market to the world.

By Jeff Benjamin
The best- and worst-performing equity mutual funds
MUTUAL FUNDS JUN 14, 2015
The best- and worst-performing equity mutual funds

By category, ranked by one year total returns

By InvestmentNews Data
MUTUAL FUNDS JUN 14, 2015
Asset managers are harvesting data to help them market mutual funds better

World's largest asset management firms have quietly launched an arms race to collect, analyze and exploit data about advisers. <b><i>(Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20150614/MUTUAL062015&quot; target=&quot;_blank&quot;>Our full Spotlight on Mutual Funds special report</a>)</b></i>

By Trevor Hunnicutt
MUTUAL FUNDS JUN 14, 2015
Equity and fixed income mutual fund index returns by the numbers

By Ellie Zhu
Best- and worst-performing international mutual funds
MUTUAL FUNDS JUN 14, 2015
Best- and worst-performing international mutual funds

By category, ranked by one year total returns

By InvestmentNews Data
INDUSTRY NEWS JUN 12, 2015
Investors must gauge risks of securities-backed lending

Such loans are growing quickly, but some are concerned about the potential downside and conflicts of interest.

By Mason Braswell
INDUSTRY NEWS JUN 12, 2015
U.S. housing market still bears nasty scars years after crisis

Share of mortgages in negative equity has been halved in almost four years, but it's a long way from healthy.

By Bloomberg
PRACTICE MANAGEMENT JUN 12, 2015
Finra files complaint against broker for trying to inherit $1.8M from client with Alzheimer's

John Waszolek allegedly took advantage of the client's lack of capacity to be named beneficiary of her estate, Finra said.

By Mason Braswell
RIAs join brokers in promoting securities-backed lending
RIAS JUN 12, 2015
RIAs join brokers in promoting securities-backed lending

The practice is growing quickly even beyond wirehouses, but some are concerned about the risks and conflicts of interest.

By Mason Braswell
These funds can help you avoid donation headaches
RETIREMENT PLANNING JUN 12, 2015
These funds can help you avoid donation headaches

Three-quarters of donors say donor-advised funds help them lower capital gains taxes or give more to charities.

By Liz Skinner
15 years later, Nuveen Investments gets a go-ahead on ETFs
ETFS JUN 12, 2015
15 years later, Nuveen Investments gets a go-ahead on ETFs

Money manager's rebooted efforts to sell ETFs get a nod from the Securities and Exchange Commission.

By Trevor Hunnicutt
New alt investments online platform attacks hedge fund fees
ALTERNATIVES JUN 12, 2015
New alt investments online platform attacks hedge fund fees

HedgeCoVest targets retail investors and advisers, who will be able to allocate and liquidate clients' SMAs at any time, without typical hedge fund gate provisions.

By Alessandra Malito
INDUSTRY NEWS JUN 12, 2015
An ETF pioneer warns against excesses in the industry

Former PowerShares executive says the exchange-traded fund world includes &#8220;some really ill-conceived ideas.&#8221;

By Trevor Hunnicutt
FINTECH JUN 11, 2015
Your opinion matters — take our tech product survey

Advisers, tell <i>InvestmentNews</i> what types of software and devices you use.

By Alessandra Malito
INDUSTRY NEWS JUN 11, 2015
Not-so-precious metal: Coin collectors are giving up on gold

Gold bullion prices have been trapped in a bear market the past two years. With coin buyers heading for the exits, there aren't many places left to find a bull.

By Bloomberg
RETIREMENT PLANNING JUN 11, 2015
Everyone's doing it: How peer pressure influences retirement savings

Feeling behind in savings and salary or embarrassment over finances motivates a third of non-retirees to make positive financial decisions, according to a recent survey.

By Bloomberg
Time for RIAs to break out of the cottage industry mold
OPINION JUN 11, 2015
Time for RIAs to break out of the cottage industry mold

Tips on creating a real business to attract more clients and employees

By Matt Sonnen