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INVESTING ALTERNATIVES JUL 19, 2011
David Lerner Associates sued over sales of REITs

David Lerner Associates Inc. has been sued by investors who claim that it acted negligently in the sale and underwriting of more than $6.8 billion in shares of the Apple Real Estate Investment Trusts

NEWS INDUSTRY NEWS JUL 15, 2011
After $99B collapse, rally seen for commodities

The commodities rout that knocked off $99 billion of market value two weeks ago is driving out speculators and leading The Goldman Sachs Group Inc., which forecast the plunge, to predict a possible recovery

INVESTING MUTUAL FUNDS JUL 15, 2011
Catholic values-based fund eyeing financial stocks, telecoms

The global markets are flush with opportunities that have been screened for Catholic values, according to Greg Heilman, manager of the new Ave Maria World Equity Fund Ticker:(AVEWX).

INVESTING ESG JUL 15, 2011
Catholic values fund fires back at N.Y. Times

The editorial took specific issue with investments in defense contractors such as United Technologies Inc. and “junk food giant” ConAgra Foods Inc. while not investing in Playboy Enterprises Inc.

NEWS INDUSTRY NEWS JUL 12, 2011
Arnott's index, called 'witchcraft' by Bogle, besting Vanguard

When Robert Arnott was deciding whether to start his own investment firm, he met with his hero John Bogle for dinner

NFL star sues 'long-term friend' for investment in airplane hangars
YOUR PRACTICE PRACTICE MANAGEMENT JUL 12, 2011
NFL star sues 'long-term friend' for investment in airplane hangars

Alex Brown, a defensive end with the New Orleans Saints, is suing his former team of financial advisers, alleging that they “abused the trust” of the player and his wife.

Critics slam Finra panel ban plan
NEWS REGULATION AND LEGISLATION JUL 11, 2011
Critics slam Finra panel ban plan

Critics skewered a new proposal by Finra to bar ex-officials at the SRO from representing clients in disciplinary hearings conducted by the regulator. So what's all the fuss about?

INVESTING FIXED INCOME JUL 11, 2011
Broker markups taking big bite out of muni bond payouts

With puny yields, charges can eat up to a year's worth of coupon income

NEWS INDUSTRY NEWS JUL 10, 2011
Barclays Wealth set to reinvest cash

INcite: Fire the Fed, hand keys to OPEC instead
NEWS REGULATION AND LEGISLATION JUL 08, 2011
INcite: Fire the Fed, hand keys to OPEC instead

If oil is what drives the U.S. economy, than let's put the real powers-that-be in the driver's seat