Results for "earnings"

Displaying 542 results

Sort: Date | Relevance


SunAmerica fund picks just 30 stocks once a year and clobbers the competition

July 8, 2016

A fund that sets its 30-stock portfolio once a year and sits still is running rings around the competition. SunAmerica Focused Dividend Strategy fund (FDSAX) chooses 30 stocks with above-average dividends each year and sits on them. “We watch...

Treasury bonds beat stocks the past 10 years. You heard it right

July 6, 2016

If you've been telling your clients that stocks beat bonds over the long term, you might want to mention that the long term has been getting steadily longer. Long-term Treasury securities have outperformed the Standard & Poor's 500 stock index...

What to say when clients hate you for advising international investments

June 24, 2016

If you're a financial adviser, you probably get occasional questions about your investment recommendations. And if you've put 15% to 20% or more of your client's assets in international funds, many of those questions may have been more pointed...

Leuthold Group: Long-term stock indicator wildly bullish

June 14, 2016

Wall Street has become the new Yellowstone: You can't turn a corner without running into a bear. But here at the 28th annual Morningstar Investment Conference, the Leuthold Group said one reliable long-term indicator has turned “wildly bullish.”...

Invesco, Longleaf funds stashing cash as bear market cushion

June 8, 2016

You might have clients who want to get in to the stock market, but don't want to take much risk, particularly as the Standard and Poor's 500 stock index flirts with new highs. Your first job, of course, is to explain that this is like wanting...

T. Rowe Price to pay out $194 million to shareholders in four mutual funds, other clients

June 6, 2016

T. Rowe Price said Monday it would pay about $194 million to fund shareholders and other clients for an error it made in voting on the 2013 buyout of Dell. The shareholders held about 31 million Dell shares at the time. At the time of the buyout,...

T. Rowe Price makes a $190 million misstep

June 3, 2016

T. Rowe Price is discovering that when you vote the wrong way in a buyout deal, you repent at leisure — and with millions of dollars. The Baltimore mutual fund giant made a rare error by voting in favor of the 2013 buyout of Dell by founder...

UBS' U.S. wealth management unit posts flat Q1 revenue but record managed account assets a bright spot

May 3, 2016

Revenue at UBS Group AG's wealth management unit for the Americas in the first quarter was little changed from the first quarter a year ago, but the unit got a boost from a rise in managed account assets. The division's managed account assets...

LPL's earnings bounce back, but commission revenue continues to erode

April 28, 2016

LPL Financial Holdings Inc. reported flat first quarter earnings on a year-to-year basis Thursday, but they were a vast improvement from the previous quarter. LPL, which operates the nation's largest independent broker-dealer, reported net income...

BlackRock, GMO forecast single-digit returns for U.S. stocks

April 19, 2016

Richard Turnill, BlackRock's chief global investment strategist, has some advice for investors: Curb your enthusiasm. And he's not alone. “We see a global portfolio made up of 60% equities and 40% fixed income producing annual returns of just...

Market turmoil hurts revenue at Morgan Stanley wealth unit

April 18, 2016

Market volatility hurt revenue at Morgan Stanley's wealth-management business in the first quarter amid investors' concerns about the health of the global economy. The unit's $3.7 billion of revenue was down 2% from last year's fourth quarter...

Wells Fargo adds Credit Suisse brokers under recruiting agreement

April 15, 2016

Wells Fargo & Co. successfully recruited about half the brokers from Credit Suisse Group AG that it looked at under the terms of a recruiting agreement it made with the Swiss firm, acording to bank officials. “We have successfully completed...

LPL Financial's problems keep piling up

April 3, 2016

Last October, a month after an activist investor took a large stake in LPL Financial Holdings Inc. and claimed that its shares were undervalued, the company announced a plan to boost its stock price. It was going to borrow $700 million and spend...

Tech stocks for dividends no longer a joke

February 21, 2016

Here's a proposition that should produce gales of laughter from your clients: Consider tech stocks for dividends. The thing is, tech stocks can be a great source of dividends backed by some of the nation's strongest companies. If you can stop...

Some funds are just plain contrary

February 16, 2016

You may think you're a contrarian — a fearless thinker who goes against the herd on the Street. But it's much harder being one than you might think. At least, that's the message from the few stock funds that carry the word “contrarian”...

U.S. stocks join global slide as financials lead selloff

February 11, 2016

U.S. stocks fell, with the Standard & Poor's 500 Index remaining near a 22-month low, as investors shunned risk worldwide amid concern that central-bank efforts to support growth are losing their potency. Banks led the early retreat, with Citigroup...

U.S. stocks rise amid dovish Yellen

February 10, 2016

U.S. stocks rose in choppy trading, while Treasuries and the dollar were little changed as Janet Yellen indicated the Federal Reserve won't be in a rush to tighten monetary policy amid heightened financial-market turmoil. Strength in the yen...

Top fund managers can't catch a break

February 10, 2016

Some very well-known mutual fund managers are having years they probably would rather forget. Consider Bill Miller, co-manager of Legg Mason Opportunity fund (LGOAX). Mr. Miller, one of the top managers before the financial crisis, lost his...

What is keeping fund investors surprisingly calm?

February 9, 2016

The Standard and Poor's 500 stock index is down 9.15% this year, but mutual fund investors aren't fleeing — and that may be because of financial advisers. Investors have yanked an estimated $18.7 billion from domestic stock funds through Jan....

Bank stocks bounce hard

February 5, 2016

Financial stocks were the one of the hottest areas in late 2015, and most advisers believed the trend would carry well into the new year. Advisers were told that the economy would boom in 2016 on top of raising interest rates, a double whammy...

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 ... 28


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.