Investing

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Are stocks ready for a rally?
EQUITIES DEC 03, 2018
Are stocks ready for a rally?

Wall Street is split on whether good news on the Fed and easing of trade tensions were enough to overcome weakening economic fundamentals.

OPINION DEC 01, 2018
Investor confusion about target-date funds is alarming

Survey highlights the level of misunderstanding, which could lead to disappointed plan participants and suboptimal behavior.

Fed chairman Powell's positive effect on stocks may be exhausted
EQUITIES NOV 30, 2018
Fed chairman Powell's positive effect on stocks may be exhausted

Latest rally leaves traders little room to ratchet down expectations for Fed rate hikes next year.

Fear dictates ETF flows
EQUITIES NOV 30, 2018
Fear dictates ETF flows

As investors steer clear of risk, ETFs holding utilities, consumer staples and health care companies benefit.

Banks continue to unload munis in third quarter
FIXED INCOME NOV 29, 2018
Banks continue to unload munis in third quarter

Last year's tax overhaul made state and local government debt less attractive to financial institutions.

Real estate investment firm Direct Source Wealth under investigation in Indiana
ALTERNATIVES NOV 29, 2018
Real estate investment firm Direct Source Wealth under investigation in Indiana

Firm is raising millions without state or federal filings.

Bitcoin ETFs stymied by lack of safeguards, says SEC chief Jay Clayton
ETFS NOV 28, 2018
Bitcoin ETFs stymied by lack of safeguards, says SEC chief Jay Clayton

Clayton said concerns about cryptocurrency being manipulated or stolen are keeping the agency from approving a bitcoin ETF.

Powell comment seen suggesting fewer Fed hikes
EQUITIES NOV 28, 2018
Powell comment seen suggesting fewer Fed hikes

Wall Street celebrated that news, with US stocks posting their biggest gains since March.

Market volatility pushes more RIA owners to negotiating table
RIAS NOV 27, 2018
Market volatility pushes more RIA owners to negotiating table

With firm valuations tied to stock market levels, RIA owners look for exits.

The gold rush that is reshaping private banking
ALTERNATIVES NOV 26, 2018
The gold rush that is reshaping private banking

An explosion in wealth in the wake of the financial crisis has banks targeting the growing ranks of super rich.

Traders put $1.3 billion into emerging-market ETFs
EMERGING MARKETS NOV 26, 2018
Traders put $1.3 billion into emerging-market ETFs

Hopes for a pause in the Fed's rate hikes and Trump's coming meeting with China's president have fueled bullishness.

Value and growth ETFs stage tug of war
EQUITIES NOV 26, 2018
Value and growth ETFs stage tug of war

Flows into both sectors reflects division over the outlook for the economy

Hedge fund investors lose key tax break
RETIREMENT PLANNING NOV 21, 2018
Hedge fund investors lose key tax break

Inability to deduct management fees will make the funds, which are struggling this year, even less attractive to investors.

Waddell & Reed settles 401(k) lawsuit for $4.9 million
RETIREMENT PLANNING NOV 21, 2018
Waddell & Reed settles 401(k) lawsuit for $4.9 million

The active fund manager is one of several investment firms to settle self-dealing lawsuits in the last few years.

S&P 500 valuation floor is as wobbly as 2019 earnings estimates
EQUITIES NOV 21, 2018
S&P 500 valuation floor is as wobbly as 2019 earnings estimates

Stocks look cheap after their losses this fall, but if earnings deteriorate, they could fall more.

As credit concerns grow, short-term bond ETFs see huge inflows
MUTUAL FUNDS NOV 20, 2018
As credit concerns grow, short-term bond ETFs see huge inflows

At the same time, investors are pulling funds from high-yield bond funds.

Nasdaq rout reflects rising concerns that tech stocks have peaked
EQUITIES NOV 20, 2018
Nasdaq rout reflects rising concerns that tech stocks have peaked

Growth at the biggest tech companies is slowing at the same time criticism of Silicon Valley's monopolistic tendencies is rising

Worst day of an awful year leaves no part of market unscathed
EQUITIES NOV 20, 2018
Worst day of an awful year leaves no part of market unscathed

Stocks, oil and corporate bonds all plunged, while safe havens like Treasuries and gold stood still.

As it works to pull off a merger, FS Investments admits shortcomings
ALTERNATIVES NOV 20, 2018
As it works to pull off a merger, FS Investments admits shortcomings

Management makes public statements about weaknesses at company's funds.

Q&A with Abigail Johnson and Kathleen Murphy of Fidelity Investments
MUTUAL FUNDS NOV 19, 2018
Q&A with Abigail Johnson and Kathleen Murphy of Fidelity Investments

The Fidelity CEO, along with the president of personal investing, discuss record earnings, allegations of sexual misconduct and the challenges facing a changing industry.