Investing

Displaying 13197 results
EQUITIES MAR 22, 2017
A case of disappearing shares

EMERGING MARKETS MAR 20, 2017
Expect slow but steady economic growth worldwide

RETIREMENT PLANNING MAR 19, 2017
Large advisory shops build custom target-date funds

The firms are able to deliver the funds at low cost to small 401(k) plans, but some question if there's a potential conflict involved in recommending proprietary funds.

MUTUAL FUNDS MAR 17, 2017
Small funds get less Morningstar attention, says industry watcher

Mutual Fund Observer finds many five-star small funds no longer covered.

RETIREMENT PLANNING MAR 16, 2017
Some active target-date fund managers shine as passive management continues 401(k) onslaught

American Funds and American Century saw the largest percentage growth last year among prominent TDF providers.

MUTUAL FUNDS MAR 15, 2017
Investors flee some low-volatility funds — possibly at worst time

Rising rates and markets with already low volatility are the biggest factors causing the drain.

Why the best portfolios mix active and passive investments
OPINION MAR 15, 2017
Why the best portfolios mix active and passive investments

Beating a benchmark is an empty victory if an investor cannot meet their financial priorities.

ALTERNATIVES MAR 13, 2017
Alternatives in the mainstream – A growth opportunity for advisers

FINTECH MAR 12, 2017
Helping investors keep their footing in shifting sands

Markets are significantly different than they were 10 years ago. Are Technology and safeguards keeping pace?

ALTERNATIVES MAR 10, 2017
Investors accuse Nicholas Schorsch of plundering RCAP for own gain

Unsecured creditors claim one-time REIT czar and his partners siphoned revenue from RCAP to enrich themselves, leaving shareholders in the lurch.

MUTUAL FUNDS MAR 09, 2017
Senate panel approves bill to promote ETF research

Measure, passed by overwhelming House majority last year, gives brokers safe harbor for issuing reports.

RETIREMENT PLANNING MAR 08, 2017
Brokers-dealers move to trim fund offerings as they adjust to DOL rule

Small fund companies may have to pivot, by embracing a niche specialization or redirecting sales forces toward new distribution channels.

MUTUAL FUNDS MAR 08, 2017
Expect a spring torrent of new mutual fund share classes

Sparked by the DOL fiduciary rule, T shares and clean shares are expected to flood the market

ALTERNATIVES MAR 08, 2017
Nasdaq courts advisers with new private-equity trading platform

Marketplace promises PE rarities: liquidity and lower investment minimums.

FINTECH MAR 07, 2017
Impact investing portfolios that come with a performance guarantee

Three new portfolios from Motif Investing promise to refund a monthly subscription fee for underperformance

ESG MAR 06, 2017
'Green bond' ETF launched by VanEck

Fund is collection of debt used to finance pro-environment projects.

MUTUAL FUNDS MAR 06, 2017
Judge orders advisory firm to give up Ariel name

Ariel Investments wins trademark suit against small Florida RIA with same name.

ESG MAR 06, 2017
5 investment trends behind growth in sustainable and impact investing

Many investors want to make sure the enterprises in which they invest don't fund practices that run counter to their personal values.

ESG MAR 05, 2017
Impact investing in the age of President Trump

If implemented, the president's policies could have a profound effect on issues that resonate with a growing number of investors: the environment, social issues and corporate governance.

EQUITIES MAR 03, 2017
Post-election confidence leads to gains for domestic stock funds

SPDR S&P 500 sees biggest inflow since 2014.