Investing

Displaying 13178 results
The challenge of keeping clients away from shiny new investing trends
ALTERNATIVES JAN 07, 2016
The challenge of keeping clients away from shiny new investing trends

A firsthand example of how hard it can be for investors to ignore something that looks exciting.

As market volatility spikes, investors plan to lift allocation to alternatives: Survey
ALTERNATIVES JAN 07, 2016
As market volatility spikes, investors plan to lift allocation to alternatives: Survey

Pensco study finds SEC's crowdfunding rule likely to draw investors to more private equity-like vehicles.

FIXED INCOME JAN 07, 2016
George Soros pulls $500 million investment from Bill Gross fund

Redemption marks setback for the Janus fund manager, whose fund is down 1.2% this year.

FIXED INCOME JAN 06, 2016
The Fed shows its hawkish side

<i>Breakfast with Benjamin</i> The market is expecting two small hikes, but the Federal Reserve is suggesting that four rate hikes might be on the table in 2016.

Clients hating you for their international funds? Here's how to cope
RIAS JAN 06, 2016
Clients hating you for their international funds? Here's how to cope

You know that international diversification is a wise move. After this week, your clients may need more convincing.

MUTUAL FUNDS JAN 06, 2016
Pimco's flagship fund finds December net inflows, thanks to some clever math

<i>Breakfast with Benjamin</i> Clever calculating that counted capital gains reinvestments as inflows gave Pimco's flagship fund its first month of inflows since April 2013.

U.S. stocks plummet after China selloff
EMERGING MARKETS JAN 06, 2016
U.S. stocks plummet after China selloff

Amid triple-digit plunge, financial advisers fear volatility is the new norm.

EQUITIES JAN 06, 2016
Don't let fear cloud focus on China

What looks scary could be a good opportunity to increase exposure in the Chinese economy

ETF options juggernaut marches on amid market turmoil
EQUITIES JAN 04, 2016
ETF options juggernaut marches on amid market turmoil

As investors rush to protect their portfolios in a tumultuous start to the year, odds are they will be using options on exchange-traded funds to do it.

EQUITIES JAN 04, 2016
No point in comparing Bill Gross' performance at Janus to what he did at Pimco

<i>Breakfast with Benjamin</i> While it might be tempting to pit the Bond King's new Janus fund against the Pimco Total Return Fund, they are different animals.

SEC report revisits sting of unsolved Aug. 24 market slide
EQUITIES JAN 04, 2016
SEC report revisits sting of unsolved Aug. 24 market slide

That date still leaves some ETF fans shaking in their boots. The report tells us what happened, but not why or what to do to prevent future recurrences.

Puerto Rico to default on $37M bond payments due Jan. 1
FIXED INCOME JAN 04, 2016
Puerto Rico to default on $37M bond payments due Jan. 1

The $357 million of interest due on general-obligation debt will be paid, as the island seeks to restructure a $70 billion debt burden.

EQUITIES JAN 04, 2016
Economic forecasters predict market volatility in 2016

Plus: The Fed's rate hike isn't likely to be enough to derail corporate America's borrowing binge.

EQUITIES DEC 31, 2015
India cover story

EQUITIES DEC 30, 2015
The junk-bond correction is not the next financial crisis

<i>Breakfast with Benjamin</i>: Why those claiming the junk bond market looks just like the start of the 2008 financial crisis are wrong.

What we'll remember about the markets in 2015
RIAS DEC 30, 2015
What we'll remember about the markets in 2015

Some highs and lows, swings and misses

EQUITIES DEC 29, 2015
Passive strategies put another mark in the win column in 2015

Plus: You ain't seen lame until you've seen Congress next year, money manager M&amp;A peaks, avoiding financial fraud, and how the rich get and stay rich

DOJ's 'cease fire' on state marijuana laws sparks fresh investment buzz
EQUITIES DEC 29, 2015
DOJ's 'cease fire' on state marijuana laws sparks fresh investment buzz

Bracing for the highs and lows of cannabis-industry stocks.

LPL to pay $1.4 million fine and return investor money for certain nontraded REIT sales
ALTERNATIVES DEC 29, 2015
LPL to pay $1.4 million fine and return investor money for certain nontraded REIT sales

Broker-dealer agrees to a $1.4 million fine and will return investor money on approximately 2,000 sales of nontraded REITs. Firm also settles with states regarding leveraged ETFs.

Will mutual funds' pay-to-play at brokerages go away?
PRACTICE MANAGEMENT DEC 28, 2015
Will mutual funds' pay-to-play at brokerages go away?

Fund industry worries about fallout from results of SEC exam sweep on distribution fees.