Investing

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MUTUAL FUNDS SEP 27, 2016
Emerging markets debt funds soar in popularity

By John Waggoner
EQUITIES SEP 26, 2016
Deutsche Bank turmoil exposes ETN counter-party risk

Plus: The next stock market move, the dividend buzz, and being a leader no matter what.

By Jeff Benjamin
EQUITIES SEP 26, 2016
SEC charges duo in defrauding seniors and others in $20 million penny-stock scam

Former head of two microcaps worked with boiler room operator whose agents pressured investors and promised them lucrative profits.

By Christine Idzelis
MUTUAL FUNDS SEP 25, 2016
Evaluating target-date funds through the prism of the DOL fiduciary rule

New regulatory environment calls for a more holistic evaluation process.

By Bloomberg
EQUITIES SEP 23, 2016
Morgan Stanley: DOL fiduciary rule turns brokerage business into a buy

Plus: Trump would dump Yellen, bracing for the next housing bubble, and 401(k) realities that should not be ignored

By Jeff Benjamin
EQUITIES SEP 23, 2016
Tonight's presidential debate puts the markets on edge

Plus: The dirt on negative bond yields, long-term investing in a short-term world, and switching banks

By Jeff Benjamin
Fees fell by as much as 10% last year in investment advisory services
RIAS SEP 23, 2016
Fees fell by as much as 10% last year in investment advisory services

The DOL fiduciary rule and competition from robo-advisers will continue to result in pricing pressure.

By Christine Idzelis
MUTUAL FUNDS SEP 23, 2016
AdvisorShares files for active ETF with performance fees

Management will be rewarded for beating the S&P 500, a first for the growing industry.

By John Waggoner
Investors pile in as REITs move closer to S&P 500 sector status
EQUITIES SEP 23, 2016
Investors pile in as REITs move closer to S&P 500 sector status

The eleventh sector of the index alters the dynamics of the financial sector.

By Jeff Benjamin
Standard & Poor's gives REITs own sector, the first new one since 1999
MUTUAL FUNDS SEP 23, 2016
Standard & Poor's gives REITs own sector, the first new one since 1999

The new sector has 28 issues with a market value of about $605 billion.

By John Waggoner
Real estate valuations likely to cap REIT returns
ALTERNATIVES SEP 23, 2016
Real estate valuations likely to cap REIT returns

Sales of nontraded REITs have fallen off a cliff as the brokerage industry struggles to adapt to new regulations.

By Bruce Kelly
MUTUAL FUNDS SEP 22, 2016
Should you — or your clients — trust your gut when trading?

What's good for flash traders might not be good for you.

By John Waggoner
ALTERNATIVES SEP 22, 2016
Leon Cooperman, accused of insider trading by SEC, had costly dealings with Cohen family

By Bloomberg
FIXED INCOME SEP 21, 2016
The downside of negative interest rates

Plus: DOL rule drives some advisers out of the business, a speculative bet on gold, and don't put this on your resume

By Jeff Benjamin
TIAA puts all real estate business under one unit
MUTUAL FUNDS SEP 21, 2016
TIAA puts all real estate business under one unit

By Arleen Jacobius
EQUITIES SEP 21, 2016
Top hedge fund forecasts biggest market correction since 2008

Robert Citrone, the Tiger cub who now runs one of the best-known macro hedge funds, is sounding the warning bell for investors.

By Bloomberg
RETIREMENT PLANNING SEP 20, 2016
Managed payout funds a tough sell to investors

The funds are more flexible than annuities, but can't guarantee a set payment for life.

By John Waggoner
MUTUAL FUNDS SEP 20, 2016
Investors pour into MFS' actively managed stock funds

By Bloomberg
EQUITIES SEP 19, 2016
The race for lower fees shines a light on smart beta

Hybrid strategy between active management and index funds needs to perform and be cheap.

By Jeff Benjamin
MUTUAL FUNDS SEP 19, 2016
Clients worried about inflation? Here's what to tell them

No matter what inflation feels like to you, it's what Wall Street sees that matters for investing.

By John Waggoner