Investing

Displaying 13197 results
MUTUAL FUNDS NOV 28, 2017
Vanguard rolls out actively managed factor ETFs

The six ETFs and one mutual fund, which will focus on volatility, value, momentum, liquidity and quality, mark a departure from the money manager's storied promotion of passive index funds.

OPINION NOV 28, 2017
Bank loans or high-yield bonds? Maybe both.

The asset classes may be more different than alike, which can benefit investors.

FIXED INCOME NOV 22, 2017
Bond investors should prepare for string of rate hikes in 2018

But fund managers see no reason to panic, unless inflation suddenly takes off.

EQUITIES NOV 22, 2017
Insiders may not have as much investing savvy as you think

CEOs and money managers sometimes have blind spots when purchasing their own company's stock or fund's shares.

ALTERNATIVES NOV 22, 2017
Nontraded BDC sales in worst year since 2010

The illiquid product's three-year decline is partially due to new regulations and poor performance.

ALTERNATIVES NOV 21, 2017
Nontraded REITs to post worst sales since 2002

The industry is on track to raise just $4.4 billion, well off the $19.6 billion it raised just four years ago, as new regulations hinder sales.

EQUITIES NOV 21, 2017
Advisers predict volatility will rise

Eaton Vance survey finds greater confidence among certain advisers.

RETIREMENT PLANNING NOV 20, 2017
Wells Fargo sees big TDF outflows from mutual funds

The Wells Fargo Target 2020 Fund (WFOBX) ranks in the bottom 15% among peers when looking at five-year total returns.

ESG NOV 17, 2017
Advisers ignore 'responsible investing' at their own risk

Women, millennials and those worth at least $10 million are the biggest fans of SRI or ESG strategies, says Nuveen's Marcus Valesco.

ALTERNATIVES NOV 16, 2017
Jeffrey Gundlach attacks break for hedge funds in tax plan

DoubleLine Capital executive says he's 'appalled' by the continuation of carried-interest break.

EQUITIES NOV 14, 2017
GE shows what can go wrong with dividend strategy

It's rare but blue chip stocks do cut dividends, and it can be a while before indexed funds can drop them from their portfolios.

ESG NOV 14, 2017
Yes, impact investing can be profitable

Research points to competitive returns for pursuing the social and environmental good.

ALTERNATIVES NOV 13, 2017
Cole Capital, once part of a company coveted by Nicholas Schorsch, is being sold

Vereit, formerly American Realty Capital Properties Inc., is selling Cole Capital as it exits the nontraded REIT business.

RETIREMENT PLANNING NOV 13, 2017
Largest U.S. pension fund may slash exposure to stocks

Calpers may double its bond allocation to reduce risk and volatility as the bull market approaches nine years.

RETIREMENT PLANNING NOV 10, 2017
TIAA subpoenaed over sales practices

Whistleblowers cited in Times article say the pension giant pressured reps to push expensive managed accounts.

EQUITIES NOV 10, 2017
Jeffrey Gundlach called it on risky link between stocks and junk bonds

DoubleLine Capital co-founder takes to Twitter to express his validation as FAANGs fall.

ALTERNATIVES NOV 09, 2017
Bills to bolster accredited investors, alternative investments gain momentum

Bipartisan lawmakers seek to expand the pool of people who qualify to invest in private securities offerings, boost the lending capability of BDCs and ease regulations on closed-end funds.

MUTUAL FUNDS NOV 08, 2017
Clayton: SEC targets 'complex, hidden fees'

Putting clients in expensive share classes instead of lower-cost ones hurts investors, chairman says.

MUTUAL FUNDS NOV 07, 2017
Millennials, women drive assets to ESG strategies

The number of ESG funds has increased sharply over the past few years, and interest is growing among advisers.

ALTERNATIVES NOV 07, 2017
Finra bars two Schorsch-linked ex-salesmen in proxy scam

Former wholesaler and registered rep worked for now-defunct Realty Capital Securities.