Investing

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ALTERNATIVES JUL 12, 2015
Specialty REITs offer something for everyone

Niche firms focus on a single type of property

By Mason Braswell
REITs ranked by one-year total return
ALTERNATIVES JUL 12, 2015
REITs ranked by one-year total return

All the numbers behind top-performing real estate investment trusts

By InvestmentNews Data
Financial advisers tell clients to shrug off the Greek vote
EQUITIES JUL 10, 2015
Financial advisers tell clients to shrug off the Greek vote

Any market pullback is seen as a buying opportunity.

By Jeff Benjamin
Support grows for strengthening variable annuity disclosures
LIFE INSURANCE AND ANNUITIES JUL 10, 2015
Support grows for strengthening variable annuity disclosures

A so-called summary prospectus would provide information about the risks, costs and benefits of the complicated products in a streamlined manner.

By Mark Schoeff Jr.
Betting against the Federal Reserve a risky game
FIXED INCOME JUL 10, 2015
Betting against the Federal Reserve a risky game

Fixed income managers cut year-end estimates for Treasuries even as strong economic numbers raise chances of a rate hike this year.

By Bloomberg
ALTERNATIVES JUL 09, 2015
Citi to pay $180 million for hedge fund sales linked to Smith Barney

Citigroup has agreed to pay $180 million to settle charges tied to two hedge funds the SEC said were improperly marketed and sold by private bankers and Smith Barney brokers.

By Mason Braswell
Fund unloads China stocks but finds value in shares listed in Hong Kong, New York
EQUITIES JUL 09, 2015
Fund unloads China stocks but finds value in shares listed in Hong Kong, New York

Sydney-based money manager says average dual-listed company trades at half its price off the mainland.

By Bloomberg
Dan Fuss' Loomis Sayles Bond Fund underperfoms, hit by dollar's rise
EQUITIES JUL 09, 2015
Dan Fuss' Loomis Sayles Bond Fund underperfoms, hit by dollar's rise

Investors stick with $22.6 billion fund as famed manager calls reason for negative returns temporary phenomenon.

By Trevor Hunnicutt
Despite strong performance, advisers keep the cork in wine investments
ALTERNATIVES JUL 08, 2015
Despite strong performance, advisers keep the cork in wine investments

It's a diverse category not correlated to traditional asset classes, but high fees and lack of liquidity equate to too much risk.

By Jeff Benjamin
China does everything wrong in efforts to reverse stock market slide
EMERGING MARKETS JUL 08, 2015
China does everything wrong in efforts to reverse stock market slide

<i>Breakfast with Benjamin</i>: China gets low marks for how it's trying to save its equity markets by preventing the sale of stocks.

By Jeff Benjamin
NYSE shutdown: Advisers calm jittery clients
EQUITIES JUL 08, 2015
NYSE shutdown: Advisers calm jittery clients

As NYSE floor traders cooled their heels during the 3 1/2 hour halt, advisers worked the phones to reassure clients that stocks could be traded on other exchanges such as Nasdaq.

By Liz Skinner
RETIREMENT PLANNING JUL 08, 2015
Wells Fargo faces major test of broker liability for selling F-Squared

A 68-year-old widower claims wirehouse did insufficient due diligence on the troubled money manager.

By Trevor Hunnicutt
ALTERNATIVES JUL 08, 2015
Vanguard, Goldman Sachs agree that advisers face tall order in picking alts fund managers

Diametrically opposed firms find common ground on importance of manager selection, differ on value of hedge funds.

By Trevor Hunnicutt
Can active managers beat dart-throwing monkeys?
MUTUAL FUNDS JUL 07, 2015
Can active managers beat dart-throwing monkeys?

Professors offer an interesting take on the age-old question. Sorry, monkeys.

By Bloomberg
Greece offers prime example of how to get in front of clients to counteract scary headlines
EQUITIES JUL 07, 2015
Greece offers prime example of how to get in front of clients to counteract scary headlines

Advisers should communicate proactively with clients to ease their fears and solidify the bond.

By Liz Skinner
Banks are cutting broker-dealer units from their 'living wills'
EQUITIES JUL 07, 2015
Banks are cutting broker-dealer units from their 'living wills'

<i>Breakfast with Benjamin</i>: The nation's biggest banks, like JPMorgan Chase, are lumping their broker-dealer units in with other 'non-essential' operations.

By Jeff Benjamin
Which group is more risk averse, financial advisers or their clients?
RIA NEWS JUL 07, 2015
Which group is more risk averse, financial advisers or their clients?

<i>Breakfast with Benjamin</i>: Which group is more nervous about the state of the markets? Advisers often misread their own tolerance for risk.

By Jeff Benjamin
Schwab, Fidelity, other brokers releasing more information on stock trades but critics say it doesn't help much
EQUITIES JUL 07, 2015
Schwab, Fidelity, other brokers releasing more information on stock trades but critics say it doesn't help much

Data firms release only covers market orders, not limit orders, and as such there's not much room for price improvement anyway.

By Bloomberg
China stock plunge reignites debate over when and whether U.S. investors should get in
EQUITIES JUL 07, 2015
China stock plunge reignites debate over when and whether U.S. investors should get in

Not having access to the market has been protecting mutual-fund investors from fast declines.

By Trevor Hunnicutt
Vanguard's new ambassador to advisers: We've earned your trust
ETFS JUL 07, 2015
Vanguard's new ambassador to advisers: We've earned your trust

Thomas M. Rampulla's return to the U.S. comes after the firm recast itself as a patron of an industry that once saw it as a threat.

By Trevor Hunnicutt