Bloomberg

Bloomberg
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RIA NEWS OCT 27, 2014
Can your investments make money while doing good?

As interest in socially responsible investing grows, research finds little performance penalty.

RIA NEWS OCT 27, 2014
Morgan Stanley adds 'impact' portfolios in brokerage

Program uses outside managers to screen to avoid certain companies or seek businesses that have shown success in environmental or social issues

ALTERNATIVES OCT 21, 2014
New York Life buys IndexIQ to expand liquid alts offering, add hedge fund ETFs

Deal adds $1.5 billion in AUM to N.Y. Life, including $950 million in multi-strategy exchange-traded fund.

EQUITIES OCT 21, 2014
Regulators quiz money managers about liquidity as market volatility spikes

BlackRock's Laurence Fink just one CEO asked about what's going on in financial markets lately.

RETIREMENT PLANNING OCT 21, 2014
Why financial advisers still hate reverse mortgages

While a lifesaver for some clients, they remain a high-fee trap for many.

MUTUAL FUNDS OCT 20, 2014
Vanguard gets record $163.4 billion in 2014 investor cash

Indexing pioneer attracted more money from investors in the first 10 months of 2014 than it has in any full calendar year in its 39-year history, drawing some funds from Pimco outflows after Bill Gross' departure.

FIXED INCOME OCT 20, 2014
Pimco sees muni returns ebbing after best gain since '11

Returns in 2015 may be less than half of the 8.6% logged in 2014.

LIFE INSURANCE AND ANNUITIES OCT 19, 2014
Former Pimco parent Pacific Life moves accounts to Janus

Pacific Life Insurance Co., the insurer where Pimco was started as a bond unit in 1971, is moving money from Bill Gross's old firm to Janus Capital Group, which the bond legend joined last month.

EQUITIES OCT 17, 2014
Options market action suggests investor fear has peaked

Bulls looking for signs that Friday's rally in stocks is the start of something bigger are taking signals from options and S&P 500 Index charts. And it's looking good.

MUTUAL FUNDS OCT 16, 2014
The silent tsunami