RIA News

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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
Equity and fixed income mutual fund index returns by the numbers

By Ellie Zhu
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
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
RIA 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
RIA 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
RIAs join brokers in promoting securities-backed lending
RIA NEWS 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
RIA 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
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
RIA 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
RIA NEWS JUN 10, 2015
As charity season nears, time to review clients' donor-advised funds

Five steps clients can use to guide their donor-advised fund contribution checkup, which can help maximize financial and tax-planning benefits and make charitable giving more enjoyable.

By Andrew Hibel
Majority of Americans flunk Social Security quiz
RETIREMENT PLANNING JUN 10, 2015
Majority of Americans flunk Social Security quiz

Just 28% of more than 1,500 adults received a passing grade on a series of basic questions about benefits, and that could have serious implications for their retirement income.

By Mary Beth Franklin
RIA NEWS JUN 10, 2015
Don't ignore the looming inflation shock

For the first time in 15 years, demand in the U.S. economy is outpacing supply, and that could roil financial markets.

By Bloomberg
RIA NEWS JUN 10, 2015
Gen X worse off than millennials

Americans born between 1965 and 1980 have more debt than other age groups and are more pessimistic about ever being able to afford to retire.

By Bloomberg
The bond markets are mysteriously losing liquidity
EQUITIES JUN 10, 2015
The bond markets are mysteriously losing liquidity

<i>Breakfast with Benjamin</i>: The worst part about the bond market selloffs in the U.S. and Europe is the not knowing why.

By Jeff Benjamin
RETIREMENT PLANNING JUN 10, 2015
A Social Security benefit is a terrible thing to waste

Sometimes there is no clever claiming strategy available to boost lifetime benefits given the difference in ages between two spouses.

By Mary Beth Franklin