Investing

Displaying 13178 results
ALTERNATIVES MAY 17, 2016
Raising the bar for nontraded REITs

Independent broker-dealers face a series of hurdles as they try to revive flagging REIT sales.

Schorsch and ARCP/Vereit in legal fight for millions
ALTERNATIVES MAY 17, 2016
Schorsch and ARCP/Vereit in legal fight for millions

Vereit, formerly ARCP, received a request to redeem millions worth of “operating partnership” units from affiliates of its former manager run by Mr. Schorsch.

ETFS MAY 16, 2016
Bond ETFs brace for a June rate hike

Plus: Millennials don't invest like the rest of us, mid-cap stocks to the rescue, and Big Pharma pulls a fast one

EQUITIES MAY 16, 2016
Why the inventor of 401(k)s came to view them as 'monsters'

<i>Breakfast with Benjamin</i> Why the father of the 401(k) came to think the plans were better at helping the financial industry than retirement savers.

EQUITIES MAY 16, 2016
George Soros bets against the S&P

<i>Breakfast with Benjamin</i> The billionaire hedge funder is shorting stocks and buying gold.

FIXED INCOME MAY 16, 2016
Don't rule out a June rate hike by the Federal Reserve

Plus: Deciding between ETFs and mutual funds, why borrowing from a 401(k) is a bad idea, and how to tell if you're traveling next to an economist

ETFS MAY 16, 2016
Oppenheimer's shuttered fund spotlights challenges for commodity strategies

Investors and money managers caught off guard by commodity markets.

Putnam Voyager mutual fund takes its last journey
MUTUAL FUNDS MAY 16, 2016
Putnam Voyager mutual fund takes its last journey

The $3.2 billion fund, launched in 1969, will be merged into smaller large-cap growth fund.

FIXED INCOME MAY 15, 2016
Survey of 50 states shows 'stable' finances, for most

Why the ETF acronym can be misleading
MUTUAL FUNDS MAY 13, 2016
Why the ETF acronym can be misleading

Sometimes an ETF isn't exactly an ETF

EQUITIES MAY 13, 2016
DOL fiduciary rule trips up robo efforts at BlackRock, Schwab

Plus: Measuring Jim Cramer's performance, personal finance myths, and Social Security misconceptions

Take 5: Allianz's El-Erian says Hillary Clinton has best economic plan
EQUITIES MAY 13, 2016
Take 5: Allianz's El-Erian says Hillary Clinton has best economic plan

Five candid responses on the Fed, the economy, and how to invest $1 million

EQUITIES MAY 13, 2016
What's driving the decade of outflows from actively managed mutual funds

Much of the movement away has been led by advisers looking for cheaper and easier ways to build client portfolios.

ALTERNATIVES MAY 12, 2016
The real reason Trump won't reveal his tax returns

Plus: Yellen toys with the markets again, don't make these four 401(k) mistakes, and a fun summer job

Columbia Threadneedle to buy Emerging Global Advisors
EMERGING MARKETS MAY 12, 2016
Columbia Threadneedle to buy Emerging Global Advisors

EGA is a provider of emerging markets smart-beta funds.

RETIREMENT PLANNING MAY 12, 2016
Donald Trump's focus on U.S. debt could hurt retirement accounts

Plus: Hedge fund manager still raking in the big bucks, another Bernie Sanders gaff, and making sense of smart beta

Move over, Puerto Rico. Illinois, New Jersey and other states face municipal bond woes, too
MUTUAL FUNDS MAY 12, 2016
Move over, Puerto Rico. Illinois, New Jersey and other states face municipal bond woes, too

Those as well as energy-producing states are seeing worsening balance sheets.

Finra targeting mutual fund overcharges in broker-dealer sweep
MUTUAL FUNDS MAY 11, 2016
Finra targeting mutual fund overcharges in broker-dealer sweep

Regulator is looking into whether firms have a process and supervisory procedures in place to waive fees.

EQUITIES MAY 11, 2016
High-frequency trading has made the stock market better for investors

<i>Breakfast with Benjamin</i> If you're happy with the stock market, you can thank the existence of high-frequency trading.

<h1>Cerulli finds that financial advisers do better when sticking with in-house products </h1>
RIAS MAY 11, 2016
<h1>Cerulli finds that financial advisers do better when sticking with in-house products </h1>

Customizing portfolios introduces human frailty and failure.