Investing

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The case for favoring revenue bonds over general obligation bonds
FIXED INCOME JUN 12, 2016
The case for favoring revenue bonds over general obligation bonds

General obligation bonds have encountered problems as municipal issuers face rising fixed legacy costs that challenge revenue growth.

By Peter Hayes
RETIREMENT PLANNING JUN 12, 2016
DOL fiduciary rule can also be applied to insurance

Finding a policy that works in the best interests of your clients not as hard as you think

By Barry Flagg
Advisers to start recommending ABLE plans to clients
RETIREMENT PLANNING JUN 09, 2016
Advisers to start recommending ABLE plans to clients

Four states introduce accounts that help families save for special needs children

By Liz Skinner
Invesco, Longleaf funds stashing cash as bear market cushion
MUTUAL FUNDS JUN 09, 2016
Invesco, Longleaf funds stashing cash as bear market cushion

But these funds will look like idiots in a rip-snorting bull market.

By John Waggoner
RETIREMENT PLANNING JUN 09, 2016
The DOL fiduciary rule will forever change financial advice, and the industry has to adapt

The DOL fiduciary rule will forever change financial advice, and the industry now faces the challenge of adapting to the new regulation.

By Liz Skinner
EMERGING MARKETS JUN 08, 2016
Bill Gross highlights the dirty downside of negative interest rates

<i>Breakfast with Benjamin</i> According to Janus' Bill Gross, just because negative interest rates feel good doesn't mean they're a good thing.

By Jeff Benjamin
T. Rowe Price to pay out $194 million to shareholders in four mutual funds, other clients
MUTUAL FUNDS JUN 08, 2016
T. Rowe Price to pay out $194 million to shareholders in four mutual funds, other clients

Firm's moves stem from error it made in voting on the 2013 buyout of Dell.

By John Waggoner
Finra orders Oppenheimer & Co. to pay $2.9M for unsuitable sales of nontraditional ETFs
PRACTICE MANAGEMENT JUN 07, 2016
Finra orders Oppenheimer & Co. to pay $2.9M for unsuitable sales of nontraditional ETFs

More than 30,000 non-traditional ETF transactions, totaling approximately $1.7 billion, were carried out by Oppenheimer representatives, according to the regulator.

By Tanvi Acharya
Variable annuity sales drop to lowest level in 15 years: LIMRA
LIFE INSURANCE AND ANNUITIES JUN 07, 2016
Variable annuity sales drop to lowest level in 15 years: LIMRA

The Labor Department's fiduciary rule and market volatility were the primary contributors.

By Greg Iacurci
ALTERNATIVES JUN 07, 2016
Hillary Clinton's hedge fund ties get trimmed by one

Plus: Don't hold your breath waiting for normal interest rates, the minimum wage truth, and it takes some luck to become super rich

By Jeff Benjamin
The ETF liquidity mirage
ALTERNATIVES JUN 06, 2016
The ETF liquidity mirage

Are investors making a huge mistake in thinking ETFs are somehow more liquid than their underlying investments?

By Bob Rice
T. Rowe Price makes a $190 million misstep
MUTUAL FUNDS JUN 06, 2016
T. Rowe Price makes a $190 million misstep

Wrong vote in 2013 on Dell proxy costs shareholders.

By John Waggoner
Pimco's new catchphrase to sum up the global economy: stable, but not secure
ETFS JUN 06, 2016
Pimco's new catchphrase to sum up the global economy: stable, but not secure

Central bank policies showing signs of exhaustion, investment giant says.

By John Waggoner
RETIREMENT PLANNING JUN 05, 2016
Make clients aware of filial laws that could wreak havoc on the financial security of millions

Encourage clients to think ahead about how much financial responsibility they're willing to assume for their aging parents.

By MFXFeeder
Megacaps now S&P 500's curse as smart beta gets payback
MUTUAL FUNDS JUN 03, 2016
Megacaps now S&P 500's curse as smart beta gets payback

Equal-weighted index beats S&amp;P 500 by most in three years.

By Bloomberg
Stock sellers got burned in May but volatility set to return in June
EQUITIES JUN 03, 2016
Stock sellers got burned in May but volatility set to return in June

June has been a good month to do something besides invest in the stock market.

By John Waggoner
American Funds' platform puts target-date funds under a microscope
EQUITIES JUN 03, 2016
American Funds' platform puts target-date funds under a microscope

Fund giant offering financial advisers a tool for evaluating the funds that adheres to the 2013 guidance from the Department of Labor.

By Jeff Benjamin
EQUITIES JUN 01, 2016
Today's jobs report might disappoint, but it won't likely move the Fed

Plus: Don't make these mistakes with closed-end funds, the sleeping risks in auto loans, and when leaving at 7 p.m. on Friday is perk

By Jeff Benjamin
DoubleLine's Jeff Gundlach names deputy CIO as assets reach $100 billion
MUTUAL FUNDS JUN 01, 2016
DoubleLine's Jeff Gundlach names deputy CIO as assets reach $100 billion

By Bloomberg
EQUITIES JUN 01, 2016
Don't fear the robo: Some millennials like working with human financial advisers

<i>Breakfast with Benjamin</i> New research suggests that some tech-crazy millennial investors are moving beyond the robos to work closely with human financial advisers.

By Jeff Benjamin