Investing

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ALTERNATIVES APR 11, 2016
Bringing REIT commissions to light

It's one thing to charge an investor a high commission, but it's another to hide it and not be transparent about your charges.

By MFXFeeder
ETFS APR 10, 2016
Number of mutual fund share classes boggles the mind

Meanwhile, the industry's biggest threat, ETFs, are chugging along offering a single-version product to all investors.

By MFXFeeder
EQUITIES APR 10, 2016
4 reasons why pulling out of emerging markets doesn't make sense

Why pulling out of emerging markets borders on foolhardy

By Tim Atwill
Modern retirement planning means staying aggressive
EQUITIES APR 08, 2016
Modern retirement planning means staying aggressive

Plus: Advisers speak out on DOL rule, the inflows continue for equity ETFs, and big banks strive to look small to regulators

By Jeff Benjamin
Investors still looking for ways to bridge the gap between stocks and bonds
EQUITIES APR 08, 2016
Investors still looking for ways to bridge the gap between stocks and bonds

Legg Mason investor survey shows tremendous pressure on stock performance, a need for safer income-generating investments.

By Thomas Hoops
For robo-advisers, the next bear market will be a big test
RIA NEWS APR 07, 2016
For robo-advisers, the next bear market will be a big test

Robo-advisers might have more reasons to be worried about the next bear market than investors do.

By Bloomberg
Blackstone to shut mutual fund after Fidelity pulls out
MUTUAL FUNDS APR 07, 2016
Blackstone to shut mutual fund after Fidelity pulls out

The mutual fund, which allocates money to hedge fund managers, will be liquidated by May 31, after the fund had fallen 4.1% this year.

By Bloomberg
PRACTICE MANAGEMENT APR 07, 2016
President Obama's SEC nominees are being held up by fellow Democrats

Plus: The downside of $15 minimum wage, testing your finance knowledge against NFL players, and keeping ID thieves in check

By Jeff Benjamin
SunEdison's hard lesson for renewable-energy investors
EQUITIES APR 07, 2016
SunEdison's hard lesson for renewable-energy investors

<i>Breakfast with Benjamin</i> SunEdison's collapse shows that advisers should understand the steep side of the mountain renewable energy is trying to climb.

By Jeff Benjamin
The DOL fiduciary rule could push these firms' variable annuity sales even lower
LIFE INSURANCE AND ANNUITIES APR 06, 2016
The DOL fiduciary rule could push these firms' variable annuity sales even lower

Only one firm, MetLife, posted any substantial gains, as market volatility and fixed indexed annuities cut into VA business.

By Greg Iacurci
Finra: Broker charged $11M in commissions for nontraded REITs and BDCs and lied about it
ALTERNATIVES APR 06, 2016
Finra: Broker charged $11M in commissions for nontraded REITs and BDCs and lied about it

Regulator said he failed to tell Native American tribe about fees.

By Bruce Kelly
RETIREMENT PLANNING APR 06, 2016
Insurers slow to introduce QLACs for 401(k) market

The retail audience has been a much more popular route for these longevity annuity products.

By Greg Iacurci
SEC Investor Advisory Committee calls for better mutual fund fee disclosure
PRACTICE MANAGEMENT APR 05, 2016
SEC Investor Advisory Committee calls for better mutual fund fee disclosure

Group's recommendations include showing fees in dollar amounts on customer account statements.

By Mark Schoeff Jr.
ETFS APR 05, 2016
DOL rule silver lining? It may trigger a shift of $1 trillion to ETFs

Five specific aspects of the DOL's new rule that could send assets flooding into ETFs.

By John Waggoner
Stock buyback plans do little for long-term investors
EQUITIES APR 05, 2016
Stock buyback plans do little for long-term investors

Corporate execs and activist investors get the biggest bang from repurchase plans.

By Jeff Benjamin
Pimco: Bill Gross warned he'd lose $200M bonus for quitting
MUTUAL FUNDS APR 04, 2016
Pimco: Bill Gross warned he'd lose $200M bonus for quitting

Firm responds in suit saying CEO and counsel warned co-founder

By Bloomberg
The time for emerging markets is now — if you can stand it
ALTERNATIVES APR 04, 2016
The time for emerging markets is now — if you can stand it

Stocks are cheap, but clients should know what they are getting into.

By John Waggoner
RETIREMENT PLANNING APR 03, 2016
The road to retirement just got rockier

Advisers have a vital role in helping long-term care insurance holders decide whether the policies are worth the cost.

By MFXFeeder
Seeing renewable energy through rose-colored glasses
EQUITIES MAR 31, 2016
Seeing renewable energy through rose-colored glasses

Plus: Goldman takes a swipe at gold, fixing corporate inversions, and what baseball season does for food

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES MAR 31, 2016
Meet the annuity 'robo' looking to undercut insurance agents

Stan &quot;The Annuity Man&quot; Haithcock heads a new direct-to-consumer website providing annuity quotes and comparisons.

By Greg Iacurci