Investing

Displaying 13197 results
ALTERNATIVES APR 26, 2018
Tax reform leads to question: To be or not to be a REIT?

New law may spur some real estate investment trusts to convert to C corps

ETFS APR 24, 2018
U.S. exchange-traded products slowed in first quarter on market volatility

Q1 growth pace of 0.5% was the lowest since 2015

MUTUAL FUNDS APR 23, 2018
Mutual funds stand to gain as muni investors get first look at fees

Brokerage firms must start disclosing the fees they charge to buy and sell state and local government debt.

ETFS APR 20, 2018
Multifactor ETFs thrive, but how do you use them?

They offer active strategies at a low price, but multifactor exchange-traded funds are still untested.

RETIREMENT PLANNING APR 19, 2018
Principal sued for stacking its TDFs with proprietary funds

The firm allegedly used high-cost, underperforming index funds in its hybrid target-date funds.

ALTERNATIVES APR 19, 2018
Cadaret Grant acquired by private-equity-backed Atria

75-year-old owner Arthur Grant positions the IBD for the 'next 33 years.'

FIXED INCOME APR 19, 2018
Loomis Sayles' star bond manager talks about rising rates and trade wars

Trade wars could lead to stagflation, Dan Fuss warns.

FINTECH APR 18, 2018
Wealthfront cutting costs on its risk parity mutual fund

The digital adviser says it's moved $500 million over to first proprietary fund.

ALTERNATIVES APR 18, 2018
Investing in virtue is hard when few companies qualify

Two biggest socially responsible ETFs both have positions in Facebook

EQUITIES APR 17, 2018
Morgan Stanley warns of potential market downside

Equities are likely to put in a cyclical top later this year, analysts argue.

ALTERNATIVES APR 17, 2018
Will global macro finally shine?

Such funds may be poised to shine as the market cycle shifts from calm to increasing uncertainty.

OPINION APR 17, 2018
Using smart beta in an outcomes-oriented portfolio

Before incorporating strategic beta products in a client's portfolio, advisers must understand the challenges at hand and the desired outcome

RETIREMENT PLANNING APR 16, 2018
Plan advisers, consultants question value of managed accounts

Respondents to PIMCO survey say target-date funds offer better value.

MUTUAL FUNDS APR 13, 2018
Investors flee high-yield bond funds and ETFs

Investors flee high-yield bonds as interest rates rise.

EMERGING MARKETS APR 12, 2018
To invest during a trade war, think local and think small

Small-company stocks are one place to shelter from potential hostilities.

MUTUAL FUNDS APR 12, 2018
Growth in BlackRock ETFs likely to slow

Company is trying to diversify into higher-fee alternatives, build out tech platform.

EMERGING MARKETS APR 12, 2018
Boring stocks outperforming by most in two years

Plain-vanilla stocks tend to outperform the market, and emerging-market funds are getting a boost.

ESG APR 12, 2018
Family foundations beginning to shame public companies to invest more in ESG causes

Socially responsible investing doesn't always mean forgoing gains.

ALTERNATIVES APR 12, 2018
JPMorgan Chase sued for charging 'sky-high' fees for crypto purchases

Bank gave no notice that it was changing policy to treat crypto buys as cash advances.

MUTUAL FUNDS APR 12, 2018
Sector that's been hosed for five years finally sees light of day

Oil prices are rising, and that's good news for energy funds.