Investing

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Advisers, investors reopen rate hike debate, send stocks higher after so-so jobs report
INVESTING EQUITIES MAY 06, 2015
Advisers, investors reopen rate hike debate, send stocks higher after so-so jobs report

Strong market rally and mixed jobs report adds fresh fuel to the debate over when the Fed might institute the first rate hike since 2006. <i>(See also: <a href="//www.investmentnews.com/article/20150506/FREE/150509951/forget-a-rate-hike-ndash-peter-schiff-expects-more-quantitative&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">Schiff: Forget rate hike, look for QE4</a>)</i>

By Jeff Benjamin
INVESTING FIXED INCOME MAY 06, 2015
Jeffrey Gundlach places big bet on Puerto Rico

DoubleLine Capital chief more than doubles holdings in island's junk-rated debt.

By Bloomberg
BlackRock alternative credit fund hopes to play rising rates to its advantage
INVESTING ALTERNATIVES MAY 06, 2015
BlackRock alternative credit fund hopes to play rising rates to its advantage

Hedging out rate risk puts the focus on credit opportunities ... and manager sees plenty of them ahead.

By Jeff Benjamin
SEC to expand alternative investment examination program to more asset classes
INVESTING ALTERNATIVES MAY 05, 2015
SEC to expand alternative investment examination program to more asset classes

Agency to include credit advisers, infrastructure and timber managers, acting director of OCIE says.

By Arleen Jacobius
ADVISOR NEWS OPINION MAY 05, 2015
COBRA considerations when Medicare-eligible

Clients may not realize the need to combine them

By Katy Votava
Hybrid life-LTC policies are a hit among advisers
ADVISOR NEWS RETIREMENT PLANNING MAY 05, 2015
Hybrid life-LTC policies are a hit among advisers

Insurance products that combine life insurance and long-term care benefits are getting their time in the sun among advisers as traditional LTC options shrink.

By Darla Mercado
The ETF craze crosses a huge hurdle
ADVISOR NEWS RETIREMENT PLANNING MAY 04, 2015
The ETF craze crosses a huge hurdle

<i>Breakfast with Benjamin:</i> Over the last 12 months, investors pumped more money into ETFs than mutual funds for the first time ever.

By Jeff Benjamin
Name dropping at Berkshire Hathaway's annual meeting
INVESTING EQUITIES MAY 04, 2015
Name dropping at Berkshire Hathaway's annual meeting

Tens of thousands of investors will be listening to Berkshire Hathaway CEO Warren Buffett on Saturday for his views on the economy and topics from ketchup to geopolitics. Here's a list of names they'll also be listening for.

By Bloomberg
INVESTING MUTUAL FUNDS MAY 04, 2015
American Funds charges into 2015 with best sales in seven years

The mutual fund favorite pivots, finds success with financial advisers as investors look outside the U.S. <i>(Don't miss: <a href="//www.investmentnews.com/gallery/20150401/FREE/401009999/PH/the-first-quarters-best-and-worst-mutual-fund-groups&quot;" target="&quot;_blank&quot;" rel="noopener">The first quarter's best and worst mutual fund groups</a>)</i>

By Trevor Hunnicutt
ADVISOR NEWS OPINION MAY 03, 2015
Fund managers need to flex voting muscles to force boards to appoint more women

A compelling body of research suggests that where women have greater representation on boards, companies simply perform better.

By Joe Keefe
RIAS PRACTICE MANAGEMENT MAY 01, 2015
Vanguard money markets still a buck, but with potential for gates, fees

Largest mutual fund company announces its response to reforms intended to prevent a run.

By Trevor Hunnicutt
INVESTING ETFS MAY 01, 2015
Generating income with ETFs: A how-to guide

Every one of the top 15 ETF providers offers at least one focused on providing income. Here's a breakdown.

By Grant Engelbart
Wirehouse advisers pile into euro-stock ETFs
INVESTING EQUITIES MAY 01, 2015
Wirehouse advisers pile into euro-stock ETFs

Currency-hedging ETF strategies are a no-brainer: Merrill Lynch portfolio manager

By Trevor Hunnicutt
Warren Buffett's financial results start to raise red flags
INVESTING EQUITIES MAY 01, 2015
Warren Buffett's financial results start to raise red flags

<i>Breakfast with Benjamin</i>: Warren Buffett rejects analysts' criticism of Berkshire Hathaway's financials. Plus: Family Dollar's lesson in luck, small-cap stocks at odds with jobs data, and Alan Greenspan on Greece exiting the euro.

By Jeff Benjamin
INVESTING ALTERNATIVES APR 30, 2015
Nontraded REIT sponsors changing compensation for advisers

New share class dubbed a &#8220;T share&#8221; cuts upfront commission brokers are paid but creates an annual trailing commission.

By Bruce Kelly
No champagne for new Nasdaq record but advisers take heed of history
INVESTING EQUITIES APR 30, 2015
No champagne for new Nasdaq record but advisers take heed of history

Limits of diversity, wisdom of taking profits and importance of rebalancing are top lessons learned from bursting of the dotcom bubble 15 years ago.

By Jeff Benjamin
New Hampshire wants LPL to pay $3.6M over nontraded REIT sales
INVESTING ALTERNATIVES APR 30, 2015
New Hampshire wants LPL to pay $3.6M over nontraded REIT sales

Case, involving 48 sales, stems from an 81-year-old investor who lost a substantial amount on the product.

By Mark Schoeff Jr.
New York Life raises the living benefit stakes — on a fixed annuity
INVESTING LIFE INSURANCE AND ANNUITIES APR 30, 2015
New York Life raises the living benefit stakes — on a fixed annuity

Can the new product compete against its variable and indexed annuity cousins?

By Darla Mercado
The housing market steps up to provide a needed economic boost
INVESTING EQUITIES APR 29, 2015
The housing market steps up to provide a needed economic boost

<i>Breakfast with Benjamin</i>: The solid housing market stands in contrast to the dismal first quarter GDP numbers.

By Jeff Benjamin
INVESTING EQUITIES APR 29, 2015
Equity ETFs coped with increased volatility in Q1 2015

Investors inject $19.5 billion into equity ETFs in the first quarter

By Tom Roseen