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RIA NEWS JUN 08, 2015
Only a matter of time before a home crosses $1B threshold

In the past 18 months there have been 30 U.S. homes sold at or above the $50 million mark.

Apple's Tim Cook is the new bond king
FIXED INCOME JUN 08, 2015
Apple's Tim Cook is the new bond king

Apple Inc., led by CEO Tim Cook, and other tech giants have joined the ranks of the biggest buyers of corporate debt, a market traditionally dominated by the likes of Pimco, BlackRock and Vanguard.

Investors pull $13 million from Bill Gross' fund at Janus
MUTUAL FUNDS JUN 05, 2015
Investors pull $13 million from Bill Gross' fund at Janus

May marks second month of redemptions since money manager joined after bolting Pimco last year

RETIREMENT PLANNING JUN 05, 2015
TV ads don't offer great retirement advice

While reverse mortgages can be a valuable tool for retirees, they also have risks that investors may not expect.

With performance up, outflows at Pimco Total Return Fund slow
RIA NEWS JUN 05, 2015
With performance up, outflows at Pimco Total Return Fund slow

Investors drained $2.7 billion from the flagship fund in May, its slowest month of redemptions since July 2014.

PRACTICE MANAGEMENT JUN 05, 2015
Ex-NFL cornerback Will Allen accused of running Ponzi scheme

SEC alleges the NFL vet and his partner used cash from clients to fill a $7M shortfall in investor payments

RIA NEWS JUN 04, 2015
Why most Triple Crown horse-racing bettors are foolish

Either we've witnessed one of the greatest series of random outcomes in the history of sporting events or the crowd is really stupid when it comes to wagering on the Belmont Stakes.

RETIREMENT PLANNING JUN 04, 2015
Why wives should take the lead in retirement planning

Women are better suited to lead household financial planning, given a few key facts about how they invest.

ETFS JUN 04, 2015
Mashups reach the exchange-traded crowd

ETF issuers act like Dr. Frankenstein and combine popular strategies hoping the result will be greater than the sum of its parts.

Meredith Whitney says she's done managing other people's money
ALTERNATIVES JUN 03, 2015
Meredith Whitney says she's done managing other people's money

After resolving dispute with big investor, celebrity banking analyst describes stint running her own fund as "highly unfortunate."