Date | Title | Description |
11.06.2025 | The Tax Tug-of-War: Foreign Investment at Risk | In the ever-shifting landscape of U.S. tax policy, a new storm brews. The proposed Section 899 threatens to reshape the relationship between the U.S. and foreign investors. It’s a game of chess, where each move could cost jobs and stifle gr... |
11.06.2025 | CNBC Daily Open: The U.S. stock market could be a little too optimistic | The U.S. and China have reached a consensus on trade, representatives from both sides said, according to an NBC transcript.
The S&P 500 advanced 0.55% and the Nasdaq Composite climbed 0.63%, the third day of gains for both indexes.
Tesl... |
10.06.2025 | ‘Collateral damage’: Fund managers lobby Congress over Section 899 to avert foreign investors leaving the U.S. | The Investment Company Institute says President Donald Trump’s tax bill impacts most foreign investments in U.S. stocks, according to documents seen by CNBC.
In the letter, the ICI also suggests that the U.S. fund management industry would ... |
10.06.2025 | Trump’s tax bill could raise taxes on foreign companies, hurting investment from abroad | Related Articles
Trump decried crime in America, then gutted funding for gun violence prevention
Can President Trump ban masks at protests?
Study finds little agreement between Republicans and Democrats on media sources they trust
An immigr... |
09.06.2025 | Wall Street, Main Street push for foreign tax rethink in US budget bill | Wall Street, Main Street push for foreign tax rethink in US budget bill
By Carolina Mandl and Bo EricksonJune 9, 202510:29 AM UTCUpdated ago
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08.06.2025 | What a ‘revenge tax’ in Trump’s spending bill could mean for investors | The House Republicans’ multi-trillion-dollar spending package includes what analysts are calling a “revenge tax,” known as Section 899.
As drafted, the provision would allow the U.S. to hike levies for countries with “unfair foreign taxes” ... |
25.05.2025 | With college tuition bills coming due, here’s what to know before you tap your 529 plan | With the S&P 500 whipsawing in 2025, recent market volatility comes at a particularly bad time for college savers.
For some parents, their 529 account balances took a hit just as tuition payments are coming due.
Here’s how to create a c... |
23.05.2025 | Mutual funds can trigger hefty yearly capital gains taxes. Some lawmakers want to change that | If you own mutual funds, year-end payouts can trigger a surprise tax bill, even when you haven’t sold the underlying investment.
Those distributions can incur capital gains taxes for assets held in a brokerage account.
Some lawmakers want t... |
17.05.2025 | The Clash of Titans: MakeMyTrip vs. EaseMyTrip in the Digital Arena | In the bustling world of online travel, two giants stand tall: MakeMyTrip and EaseMyTrip. Recently, a storm brewed when Nishant Pitti, founder of EaseMyTrip, hurled serious allegations at MakeMyTrip. He claimed that MakeMyTrip, partly owned... |
14.05.2025 | How college savers can manage 529 plans in a turbulent market | Some college savings account balances have taken a hit amid recent market volatility, just when tuition payments are coming due.
Here’s how to create a withdrawal plan for good times and bad.
Recent market volatility largely due to Presiden... |
24.04.2025 | Warren Buffett has a record amount of cash on the sidelines. Here’s how experts recommend balancing saving and investing | New market turbulence may tempt investors to have more cash set aside.
But experts warn it’s possible to have too much money in savings.
Warren Buffett is sitting on a record amount of cash.
That’s not necessarily something everyday investo... |
08.03.2025 | These accounts can be the ‘worst possible asset’ for retirement, expert says. Here’s why | Many investors don’t plan for future taxes when funneling money into pre-tax 401(k) plans and traditional individual retirement accounts.
But as balances grow, “your IRA is an IOU to the IRS,” said certified public accountant Ed Slott.
Howe... |
11.12.2024 | BlackRock sees investor shift from cash after even 'modest' rate cuts | BlackRock sees investor shift from cash after even 'modest' rate cuts
By Davide BarbusciaDecember 10, 202411:24 PM UTCUpdated ago
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12.09.2024 | T. ROWE PRICE PUBLISHES WHITE PAPER ON THE SUCCESS OF DEFINED CONTRIBUTION PLANS AND THE FUTURE OF RETIREMENT | Commemorating 50 years of the Employee Retirement Income Security Act and its impact on retirement savings in America
BALTIMORE, Sept. 12, 2024 /PRNewswire/ -- T. Rowe Price, a global investment management firm and a leader in retirement, t... |
28.08.2024 | Securing Your Future Finances: 5 Tips for Gaining Extra Wealth | Determining your future financial situation is more important than ever in a world where financial security seems as solid as a house of cards.
But fear not—it is entirely possible to establish a strong financial foundation with a little cu... |
20.03.2024 | Many Americans want to stop working at 60 and live to 100. Can they afford it? | A significant swath of Americans now expect to spend almost 40 years in retirement, with about 1 in 8 workers planning to stop working before they turn 61. At the same time, most workers say they want to live until they're 100.
That means s... |
19.10.2023 | Who Killed Retirement Security? | In my soon-to-be-published book, The Real Retirement Crisis, I examine ten studies published over the past two decades, each predicting that future seniors’ incomes will fall far short of what they need. Each study has shortcomings that fat... |
26.06.2023 | TreasurySpring bag €26.5M for its investment platform to connect cash-rich firms with institutional borrowers | London-based TreasurySpring, an investment platform that helps firms unlock and protect the true value of their cash assets, announced on Monday that it has raised $29M (approximately €26.59M) in a Series B round of funding.
The round was l... |
17.04.2023 | Brace for more banking shocks with the Fed in a 'twilight zone' where it can't tame inflation without threatening financial stability, Fidelity warns | The banking turmoil might not be over just yet, according to Fidelity.
The Fed is in a "twilight zone" where it can't tame inflation without hurting financial stability, Fidelity said.
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There may be further turmoil ah... |
15.04.2023 | American savers are missing out – because bank interest rates are trailing the Fed's benchmark by a record amount | Banks are struggling to keep up with the Federal Reserve's rapid interest rate hikes, the New York Fed found.
That means there's a record gap between the rates they offer customers on deposits and the Fed's benchmark.
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American... |
03.04.2023 | Investors poured a record $300 billion into money-market funds in just 3 weeks. Here's what they are, and why they're surging in popularity. | Investors are pouring cash into money-market funds after SVB's collapse rattled confidence in banks.
Assets in money-market funds reached a fresh high of $5.2 trillion on March 29.
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The biggest bank collapse since the 2008 fina... |
31.03.2023 | Money-market funds rake in $300 billion in just three weeks as banks face deposit 'bleed-out' | A record $304 billion has flowed into money-market funds in just three weeks as the banking turmoil spurs deposit withdrawals.
"The flows have gone from a hemorrhage to a bleed out," Wall Street analyst Jim Bianco said in a tweet,... |
20.03.2023 | From France To The U.S.: Pension Reforms And The Retirement Age Debate | Retirement saving and pension planninggetty |
17.03.2023 | People are pouring cash into money market funds at the highest rate since the start of COVID as depositors flee banking turmoil | Money market funds drew in the most cash since early 2020 as depositors sought safety during a shakeup in the banking industry.
About $121 billion was poured in money market funds over the past week, the Investment Company Institute said.
A... |
05.03.2023 | Short-term cash is back in style with yields sizzling around 5%, but watch out for a Fed policy U-turn, says investment strategist | "Boring" money markets funds are in style with short-term bond yields up, said SoFi's Liz Young.
Yields are in the 5% range as investors see the Fed potentially driving up its key rate higher.
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A year after the Federa... |
26.02.2023 | Here are 4 reasons to be wary of holding cash even as the stock market rally breaks down and bond yields surge | Retail and institutional investors are holding a record of nearly $5 trillion in cash and cash-equivalents in money market accounts.
Cash is appealing at a time when bond yields are rising and stocks are pulling back.
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Cash is ... |
14.11.2022 | Municipal Bonds And ESG: All Hat, No Cattle | |
16.09.2022 | What is the money market? A financial exchange where companies trade loans, and investors can earn interest on their savings | The money market consists of loans, debts, and other short-term assets that can offer a steady but safe income stream. Getty Images
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29.08.2022 | What are mutual funds? What to know to start investing | Mutual funds are actively managed by professionals, offering investors simplicity and peace of mind. Rob Daly/Getty Images
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26.05.2022 | ETFs and mutual funds can instantly diversify your portfolio, but they differ in how they're traded, managed and taxed | Personal Finance Chevron icon It indicates an expandable section or menu, or sometimes previous / next navigation options.
Investing ETFs and mutual funds can instantly diversify your portfolio, but they differ in how they're traded, manage... |
10.05.2022 | There's nowhere to hide in markets right now with stocks, bonds, and crypto all getting crushed | 2022 has been tough for investors, with all major asset classes moving lower in unison.
A combination of rising interest rates, high inflation, and slowing economic growth have weighed on markets.
Investors have found little solace in a div... |
04.04.2022 | Crowdfunding Season: Take Me Out With The Crowd | Scott Harrigan is CEO of Securitize Markets. |
09.03.2022 |
Should You Invest in Bitcoin for Retirement? | As the bitcoin market matures, there is an increasing number of options available to add the digital currency to retirement plans.
Bitcoin has been consistently gaining momentum over recent years, despite lingering concerns about its high v... |
15.02.2022 | Millennium Trust IRAs to Offer New Ark7 Alternative Real Estate Investment Opportunity | “We are excited to collaborate with Ark7 and further expand on our existing suite of alternative investment offerings,” said Jeremy Christensen, Co-Head of Custody Services at Millennium Trust.
OAKBROOK, Ill. (PRWEB) February 15, 2022
Mille... |
10.02.2022 | Industry trends: Registered funds regulatory and tax roundup – Fall 2021 | Each quarter, UMB's registered fund accounting, administration and tax teams consolidate the most impactful regulatory and tax developments in the fund industry. To guide your strategic and operational planning, our fund servicing team reco... |
25.01.2022 | ETF Trends: Familiar Direction, But Bigger | ETF Trends: Familiar Direction, But Bigger Companies and Markets
By Elisabeth Kashner, CFA| January 25, 2022
In 2021, U.S. fund investors kept on, in high gear. Dollars flowed from active to passive management and from pricey offerings to c... |
02.12.2021 | Connecticut's Treasurer, Shawn Wooden, is holding powerful institutions accountable for their abysmal diversity stats. For him, it's personal. | Shawn Wooden is at the forefront of an investor-driven push for more diversity on Wall Street.
He's required disclosures that revealed a lack of Black and Hispanic talent at big money managers.
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When giant asset managers get a ... |
20.08.2021 | When will the U.S. finally get a Bitcoin ETF? | Welcome to The Dividend, Fortune’s new weekly investing column, available exclusively to our subscribers. Each week we’ll dig into an area of the market that’s making headlines and help you figure out what deserves a place in your portfolio... |
18.08.2021 | Index funds vs. mutual funds: What's the difference? | Index funds and mutual funds let you invest in a variety of stocks, bonds and assets without having to cherry-pick your investments.
While mutual funds are actively managed by an investment professional, index funds are more passive, making... |
17.08.2021 | Index funds vs. mutual funds: What’s the difference? | Mutual fund refers to the structure of a fund, while index fund refers to a fund’s investment strategy. Alyssa Powell/Insider
Index funds and mutual funds let you invest in a variety of stocks, bonds and assets without having to cherry-pick... |
10.08.2021 | Regulatory Update: August 2021 | Regulatory Update: August 2021 Regulations
By FactSet Insight| August 10, 2021
Each month, FactSet's Regulatory team offers a rundown of the most important developments in compliance and regulatory news. Read on to see which stories dominat... |
27.07.2021 | Can Robinhood be trusted with retirement accounts? | Subscribe to Fortune Daily to get essential business stories straight to your inbox each morning.
Robinhood, the brokerage popular among novice traders, may soon add retirement accounts onto its platform following its impending IPO, expecte... |
20.07.2021 | Are Target Date Funds a Good Idea? Here's Why You Might Want to Rethink Yours | July 20, 2021 6 min read This story originally appeared on MarketBeat
It's easy to become overwhelmed by all your investment options, especially when the plan administrator at your job says, "Take a look! Lucky for you, we have so many... |
13.05.2021 | What are mutual funds? What to know to start investing | A mutual fund is a portfolio of investments that pools money from investors to purchase stocks, bonds, or other securities.
The majority of mutual funds are professionally managed with the aim to outperform the market.
Though they come with... |
12.05.2021 | What are mutual funds? What to know to start investing | Mutual funds are actively managed by professionals, offering investors simplicity and peace of mind. Rob Daly/Getty Images A mutual fund is a portfolio of investments that pools money from investors to purchase stocks, bonds, or other secur... |
07.05.2021 | JPMorgan chief Jamie Dimon wants detailed disclosures on how federal money is spent if lawmakers raise taxes. Democratic lawmakers were quick to respond. | Jamie Dimon, CEO of JPMorgan Chase, takes part in a panel discussion about investing in Detroit at the Kennedy School of Government at Harvard University in Cambridge, Massachusetts, U.S., April 11, 2018. Brian Snyder/Reuters
JPMorgan CEO J... |
06.05.2021 | JPMorgan CEO Says Crypto Market Could Reach $5 Trillion, Urges Regulators to Pay Attention | During a May 6 conversation with ICI President and CEO Eric J. Pan, JPMorgan CEO Jamie Dimon urged regulators to pay closer attention to cryptocurrencies instead of the Dodd-Frank Act before the nascent market becomes too big to be tamed:
B... |
23.03.2021 | What is a unit investment trust? An easy way to build diversification while earning steady income | A unit investment trust (UIT) is a type of investment fund that offers a fixed portfolio of stocks, bonds, and other assets for a set period of time.
UIT portfolios are typically fixed and not actively managed or traded.
UITs are particular... |
23.03.2021 | What is a unit investment trust? An easy way to build diversification while earning steady income | UITs can offer you access to a wide range of asset classes and investment strategies through a single purchase. shapecharge/Getty Images A unit investment trust (UIT) is a type of investment fund that offers a fixed portfolio of stocks, bon... |
19.12.2020 | The Purpose Of The IBC/WEF Stakeholder Capitalism Metrics Initiative: A Conversation With Brian Moynihan | On September 20, 2020, the World Economic Forum (WEF) published a report of the CEOs of 120 companies in its international Business Council (IBC) titled “Measuring Stakeholder Capitalism: Towards Common Metrics and Consistent Reporting of S... |
04.11.2020 | The stock market will rise regardless of who wins the election as sidelined investors start buying again, Fundstrat's Tom Lee says | Investors who have been on the sidelines because of Tuesday's presidential election will buy stocks and push the market higher as the uncertainty subsides, Fundstrat's Tom Lee said on Tuesday.
"Investors have been on a buyers strike du... |
11.09.2020 | ETFs and mutual funds can instantly diversify your portfolio, but they differ in how they're traded, managed and taxed. Here's what you should know. | ETFs (exchange-traded funds) and mutual funds offer cost-efficient ways to diversify, but they differ in how they’re taxed, traded, and managed.
ETFs are typically passively managed and trade like stocks, with lower fees and minimums than m... |
02.08.2020 | Stock Market: Goodbye Passive Indexing, Hello Active Stock Picking | Active manager Fidelity Investments logo on NYC building. (Photo by Alex Tai)SOPA Images/LightRocket via Getty Images |
01.08.2019 | Don’t let sense of confidence derail investing | Dow 27K! S&P 500 3K! NASDAQ 8200! Just months after the bull market in stocks became the longest on record, U.S. equity indexes hit new milestones. Fears about the escalation of trade wars, Brexit, and worries about Congress’ ability to... |
15.06.2019 | Ignore Gloomy Stock Market Warnings - Investor Actions Show Equities As Desirable | Clouds hang over the darkened lower Manhattan skyline. Photographer: Victor J. Blue/Bloomberg BLOOMBERG NEWS |
24.05.2019 | 3 ways your office 401(k) gives you more money than you realize | Advertisement
Cavan Images/Getty
Employees over 50 can contribute a lot more to their 401(k) plan than younger employees.
About 55 million Americans save for retirement in a 401(k) plan, automatically deferring a portion of their paycheck i... |
19.06.2018 | Who manages your 401(k) account? | ‘Peggy” is approaching retirement with an important asset, a company 401(k) account. She has limited investment experience and little interest in becoming an investment expert. What should she do as an array of decisions begin to face her t... |
13.03.2018 | The head of a $1 trillion ETF provider shares a bold prediction for the record-shattering industry | Reuters / Andy Clark
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The $4.5 trillion exchange-traded fund industry is shattering all sorts of records for growth.
Martin Small, the head of BlackRock iShares for the US and Canada, has a bold prediction for the industry.
How... |
09.02.2018 | New Study Finds the Smaller Your Business, the Higher Your 401(k) Fees | February 9, 2018 6 min read
Opinions expressed by Entrepreneur contributors are their own.
Imagine finding out your neighbor bought the exact same $40,000 car you own but paid $240,000 (or six times the price you paid). Such is the crazines... |
24.01.2018 | Nasdaq has launched a tool to help companies understand America's hottest investment product | Thomson Reuters
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Nasdaq launched passiveIQ to help clients better understand the passive investing market.
Exchange-traded products, one of the hottest passive investment products, saw combined US assets hit $3.3 trillion in No... |
11.12.2017 | How to find your way out of difficult financial circumstances | Dear Liz: I desperately need your help! My husband, who is 91, is in the early stages of dementia. I just turned 88 and for the first time am responsible for making all the financial decisions.
We are deeply in debt and I don’t know the bes... |
10.12.2017 | How to find your way out of difficult financial circumstances | Dear Liz: I desperately need your help! My husband, who is 91, is in the early stages of dementia. I just turned 88 and for the first time am responsible for making all the financial decisions.
We are deeply in debt and I don’t know the bes... |
15.11.2017 | Why financial services industry disruption is not a proxy for healthcare business innovation | Both are massively regulated industries;
Both are hard for consumers to navigate;
Both are full of obfuscating jargon;
Both are saddled by historical processes and ancient technology which inhibit change; neither are digital natives;
Both a... |
03.11.2017 | The emergence of a new kind of fund could 'radically alter' the investment industry | Reuters / Lucas Jackson
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Passive investment has exploded in popularity, putting pressure on active managers that charge higher fees.
Variable pricing mutual funds are a way that active managers can charge fees on a performance-... |
25.10.2017 | GOLDMAN SACHS: The fastest-growing part of the stock market will surge to a record next year | Getty Images
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Equity demand from ETFs will surge to a record in 2018, Goldman Sachs predicts.
Nonetheless, corporate demand for activities like buybacks will remain the biggest driver of stock demand next year.
Exchange-traded ... |
12.07.2017 | Millennials suck at investing just like their Baby Boomer parents | Originally Published by:
History doesn’t repeat itself, but it does rhyme, Mark Twain probably never said.
That’s most true in financial markets, where bullish and bearish phases follow certain clear, discernible patterns. “Bull markets are... |
05.07.2016 | Making Agtech Matter in Today’s Agricultural Economy | Editor’s Note: Barclay Rogers is chief executive of Good Earth Irrigation, a data analytics startup focused on identifying sustainable irrigation opportunities. On a quest to understand the forces at play in the agricultural economy, and to... |
05.10.2015 | You shouldn’t believe the economy is growing — or healthy | So, now we know.
The US economy isn’t doing very well. You already knew that in your gut — and now Washington’s statistical apparatus is finally confirming it.
The fact is, the economy hasn’t been healthy since around 2007. Since then, it’s... |
28.09.2015 | Why private markets are where public markets were circa 80's | Prediction: Explosion of new VC funds will fuel growth in assets under management to the trillions
I was recently asked to give a presentation about the state of venture capital to a group of mainly public-market investors. Given the frothy... |
23.09.2015 | Why you should keep in touch with your money | When you make up your Christmas card list this year, be sure to include the companies that have your mutual-fund and money-market accounts.
And you might as well say “greetings” to the bank and brokerage firm where you stashed money a while... |
24.08.2015 | TaskRabbit Co-Founder Launches A Slick New 401(k) Platform | In recent years, Kevin Busque began to notice something at TaskRabbit, the outsourced jobs marketplace that he co-founded seven years ago with his wife, and TaskRabbit’s CEO, Leah.
The company employs a lot of younger employees, and accordi... |
- | Stocks are little changed as investors await more labor data: Live updates | U.S. stocks wavered Wednesday as investors assessed economic data indicating inflation is falling.
The Dow Jones industrial Average added 19 points, trading near flat. The S&P 500 and Nasdaq Composite were also little changed.
Stocks co... |
- | Dow jumps 500 points to break four-day losing streak as regional banks and Apple shares surge: Live updates | Stocks popped on Friday as regional bank shares climbed off their lows and market-darling Apple jumped after posting better-than-expected quarterly earnings.
The Dow Jones Industrial Average added 546.64 points, or 1.65%, to close at 33,674... |
- | The fight to protect consumers against bad investment advice is advancing, but slowly | In March, a judge struck down a Massachusetts rule aimed at unscrupulous investment brokers.
Still, other developments have some consumer advocates optimistic about progress.
Namely, the Securities and Exchange Commission and U.S. Departmen... |
- | ETFs are on pace to break record annual inflows, but this wild card could change it all | Exchange-traded fund inflows have already topped monthly records in 2024, and managers think inflows could see an impact from the money market fund boom before year-end.
“With that $6 trillion plus parked in money market funds, I do think t... |
- | Миллиарды рублей для закрытых ПИФов | Если верить статистике, наши граждане, многие из которых даже банков до сих пор побаиваются, внезапно увлеклись рискованными вложениями в новый финансовый инструментзакрытые паевые инвестиционные фонды. Число ЗПИФов стремительно растет: пе... |
- | Money market funds are paying above 5%. What to know before ditching your savings account | After another interest rate hike from the Federal Reserve, some money market mutual funds are paying above 5%.
Currently, it’s a higher return compared with high-yield online savings accounts or new Series I bonds.
But these assets are less... |
- | Investors piled cash into money market mutual funds in 2023 and now could see a higher tax bill | If you piled cash into money market mutual funds in 2023 amid rising interest rates, you may have a surprise tax bill in April, experts say.
Investors and institutions have funneled $5.84 trillion into money market mutual funds, as of Nov. ... |
- | Investing isn’t free. But here’s why 20% of investors think it is | Most investors pay annual fees for a variety of services, such as mutual funds and financial advice.
Roughly a fifth of investors think they don’t pay anything, according to various surveys.
Consumers often don’t write checks for these serv... |
- | Why financial services industry disruption is not a proxy for healthcare business innovation | Last week I was at the Oliver Wyman Health Innovation Summit, which was chock full of good content. One of the more interesting presentations was made by Nigel Morris, former President of Capital One turned financial services venture capita... |
- | S&P 500 falls on Friday, heads for losing week as profit reports disappoint: Live updates | Stocks fell Friday morning as investors evaluated a week’s worth of earnings results and concerns of disappointing profits. All the major averages headed for a week of losses.
The benchmark index last traded 0.26% lower, while the Nasdaq Co... |
- | Families can make a tax-free rollover from 529 plans to Roth individual retirement accounts starting in 2024 | The $1.7 trillion federal omnibus spending package has a provision that allows tax-free rollovers of money in 529 plans to Roth individual retirement accounts starting in 2024.
529 funds are earmarked for education expenses like college tui... |
- | Investors are holding near-record levels of cash and may be poised to snap up stocks | A record amount of funds flowed into money market accounts as the year ended. Those funds could be the fuel for a major stock rally.
The Investment Company Institute said money market accounts held a record $4.814 trillion in the week ended... |
- | European stocks mixed amid earnings; mining stocks down 2.8% | This is CNBC’s live blog covering European markets. |
- | Biden’s bid to tax inherited assets could be a documentation nightmare for wealthy heirs | Under current law, assets that pass directly to heirs benefit from a provision in the tax code known as the “step-up in basis.” This means the basis of the asset is valued as of the owner’s date of death.
President Joe Biden is calling for ... |
- | 21% of investors don’t think they pay investing-related fees. Here’s why they’re wrong — and how it costs them | Twenty-one percent of people said they don’t pay fees to invest in non-retirement accounts, up from 14% in 2018, according to brokerage regulator FINRA.
Financial services firms generally don’t require customers to write a check for things ... |
- | Index funds vs. mutual funds: What's the difference? | Mutual fund refers to the structure of a fund, while index fund refers to a fund's investment strategy. Alyssa Powell/Insider
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- | Here’s where to invest your cash to save on taxes in 2024 | Some of the largest money market funds are paying over 5%, and investors could see a higher tax bill in April.
However, investors may consider other options like Treasury bills or municipal money market funds to save on future taxes. |