Investing

Displaying 13197 results
RETIREMENT PLANNING JUN 12, 2017
Fidelity launches funds that can make RMDs for aging baby boomers

The managed payout funds have an optional feature that automatically calculates and distributes an investor's RMD from the account.

EMERGING MARKETS JUN 12, 2017
Advisers wary of bitcoin vindicated after big drop

Volatile cryptocurrency down 13% Monday after sharp runup.

ETFS JUN 09, 2017
Contrarian alert: ETF investors crowd into tech, flee consumer defensive sector

Watching funds with biggest flows is one way to gauge future performance.

FIXED INCOME JUN 09, 2017
Smart Beta: More than Just an Investing Fad

MUTUAL FUNDS JUN 07, 2017
DOL fiduciary rule: Edward Jones changing stance on mutual fund commissions in IRAs

The brokerage cites "additional flexibility" granted by the DOL in recent guidance as a determining factor.

ALTERNATIVES JUN 06, 2017
Commodity funds a tough sell, while managed futures hold out some hope

Commodity funds have lost an average 8.7% a year over the past five years.

FINTECH JUN 06, 2017
TIAA launches robo-adviser with access to SRI funds

Digital tool to include environmental, social and governance screens.

ESG JUN 01, 2017
Withdrawal from Paris accord will spur interest in ESG, advisers say

At least $7 trillion was focused on environmental, social and governance investing in the U.S. in 2016.

ALTERNATIVES JUN 01, 2017
Layoffs, reorganization for First Capital

MUTUAL FUNDS JUN 01, 2017
Are derivatives hiding risk in your bond portfolio?

EQUITIES JUN 01, 2017
Why invest in emerging markets?

Capitalizing on the growth opportunity in emerging markets takes more than just an investment in the conventional benchmark index.

FIXED INCOME MAY 31, 2017
Illinois' financial woes present risk — and opportunity — to muni bond investors

The state's 10-year bonds carry a 4.45% yield, but come with a lot of credit risk.

ALTERNATIVES MAY 26, 2017
New Jersey fines David Lerner Associates for nontraded REIT sales

Firm will pay $650,000 for suitability, compliance and books and records violations.

EQUITIES MAY 24, 2017
Investments that advisers should look at in an overheated market

Cash, alternatives, international all beckon, but all have pros and cons.

EQUITIES MAY 24, 2017
Are emerging markets the place to be when US stocks drop?

They are cheap, but no panacea during a serious downturn.

MUTUAL FUNDS MAY 23, 2017
Popularity of index funds and ETFs driving down average costs: Morningstar

Average net expense of all mutual funds drops to 0.57%.

EQUITIES MAY 22, 2017
Advisers go on the offensive, getting clients ready for the next market correction

Some proactive planners are spelling out for clients the impact of a 10% or 20% correction.

EMERGING MARKETS MAY 22, 2017
Tips on lowering ETF transaction costs

FIXED INCOME MAY 19, 2017
Trump miscues, more cash becoming available will drive summer muni bond rally

As Trump agenda derails, municipal bonds are benefitting from flight to safety as well as a mismatch between bonds maturing and new issues.

EQUITIES MAY 18, 2017
Stock market's rally may have further to run

Jeffrey Saut of Raymond James cites the earnings potential of S&P 500 companies as an indication the market can go higher.