Investing

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Director leaving two Schorsch nontraded REITs
ALTERNATIVES MAY 20, 2016
Director leaving two Schorsch nontraded REITs

No reason given for why Robert Froehlich has decided not to run for re-election.

By Bruce Kelly
ALTERNATIVES MAY 20, 2016
Questions burn for shareholders after RCAP's demise

How could a seemingly vibrant company fall apart so quickly and wind up <a href=&quot;http://www.investmentnews.com/article/20160104/FREE/160109987/rcap-files-for-bankruptcy-cetera-to-emerge-as-independent-company&quot; target=&quot;_blank&quot;>heading to bankruptcy?</a>

By Bruce Kelly
ETF providers step up to defend the status quo
ETFS MAY 20, 2016
ETF providers step up to defend the status quo

As comment period ends, firms hope to ensure the SEC knows that ETFs help, and don't hurt, liquidity, price discovery.

By Jeff Benjamin
REITs preparing for the spotlight teach money managers how they work
ALTERNATIVES MAY 19, 2016
REITs preparing for the spotlight teach money managers how they work

Property trusts readying for stock inflows with new grouping.

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAY 19, 2016
Former financial adviser faces possible 287-year prison sentence for robbing seniors

<i>Breakfast with Benjamin</i> Jean Walsh-Josephson is accused of taking more than $4 million from elderly clients.

By Jeff Benjamin
RETIREMENT PLANNING MAY 19, 2016
Advisers' role in retiree health care

By MFXFeeder
Texas REIT in free fall after Ponzi allegations
ALTERNATIVES MAY 18, 2016
Texas REIT in free fall after Ponzi allegations

Company claims damaging online post was the work of a hedge fund shorting the stock.

By Bruce Kelly
Pay rule may give BlackRock recruiting boost over JPMorgan
EQUITIES MAY 17, 2016
Pay rule may give BlackRock recruiting boost over JPMorgan

U.S. incentive-compensation proposal toughest on large lenders.

By Bloomberg
Finra's REIT rule to raise transparency on prices takes effect
ALTERNATIVES MAY 17, 2016
Finra's REIT rule to raise transparency on prices takes effect

New reg mandates changes to customer account statements that better reflect true value of nontraded REITs.

By Bruce Kelly
ALTERNATIVES MAY 17, 2016
Raising the bar for nontraded REITs

Independent broker-dealers face a series of hurdles as they try to revive flagging REIT sales.

By Bruce Kelly
Schorsch and ARCP/Vereit in legal fight for millions
ALTERNATIVES MAY 17, 2016
Schorsch and ARCP/Vereit in legal fight for millions

Vereit, formerly ARCP, received a request to redeem millions worth of &#8220;operating partnership&#8221; units from affiliates of its former manager run by Mr. Schorsch.

By Bruce Kelly
ETFS MAY 16, 2016
Bond ETFs brace for a June rate hike

Plus: Millennials don't invest like the rest of us, mid-cap stocks to the rescue, and Big Pharma pulls a fast one

By Jeff Benjamin
EQUITIES MAY 16, 2016
Why the inventor of 401(k)s came to view them as 'monsters'

<i>Breakfast with Benjamin</i> Why the father of the 401(k) came to think the plans were better at helping the financial industry than retirement savers.

By Jeff Benjamin
EQUITIES MAY 16, 2016
George Soros bets against the S&P

<i>Breakfast with Benjamin</i> The billionaire hedge funder is shorting stocks and buying gold.

By Jeff Benjamin
FIXED INCOME MAY 16, 2016
Don't rule out a June rate hike by the Federal Reserve

Plus: Deciding between ETFs and mutual funds, why borrowing from a 401(k) is a bad idea, and how to tell if you're traveling next to an economist

By Jeff Benjamin
ETFS MAY 16, 2016
Oppenheimer's shuttered fund spotlights challenges for commodity strategies

Investors and money managers caught off guard by commodity markets.

By Jeff Benjamin
Putnam Voyager mutual fund takes its last journey
MUTUAL FUNDS MAY 16, 2016
Putnam Voyager mutual fund takes its last journey

The $3.2 billion fund, launched in 1969, will be merged into smaller large-cap growth fund.

By John Waggoner
Elder financial abuse grows more prevalent in annuity, life insurance products
RETIREMENT PLANNING MAY 16, 2016
Elder financial abuse grows more prevalent in annuity, life insurance products

Insurance products represent a huge pot of money for fraudsters as baby boomers retire at a rapid clip

By Greg Iacurci
FIXED INCOME MAY 15, 2016
Survey of 50 states shows 'stable' finances, for most

By John Waggoner
Why the ETF acronym can be misleading
MUTUAL FUNDS MAY 13, 2016
Why the ETF acronym can be misleading

Sometimes an ETF isn't exactly an ETF

By Bloomberg