As dollars in funds top $2 trillion, managers ready exotic products for a new market environment.
Indexed annuities continue to be popular, and Jackson National continues to dominate VA sales.
Team goes to rival Griffin Capital Securities after disappointing month.
Unexpectedly good U.S. economic news and fresh actions by central banks pushed local indexes to new records in the fourth quarter.
On Friday's <i>Breakfast with Benjamin</i>, average compensation at hedge funds remains gaudy, even with performance down. Plus: Smart beta takes another step out of the shadows, the right way to clean up your portfolio, and the new Congress sets the tone by taking an early swipe at Obamacare.
Financial advisers aren't exactly shrugging off the recent bout of stock market volatility that has ushered in the New Year, but they're also not ready to call it the start of a much larger pullback that should be addressed with portfolio adjustments.
The REIT czar resigned from American Realty Capital Properties, which has lost more than a quarter of its value since <a href="//www.investmentnews.com/article/20141029/FREE/141029916/schorschs-american-realty-capital-discloses-serious-accounting"" target=""_blank"" rel="noopener noreferrer">disclosing accounting errors.</a>
Incoming Senate finance chairman Orrin Hatch says retirement vehicles are the 'greatest wealth creator' for the middle class, and shouldn't be part of tax reform.
Fundraising for American Realty Capital REITs declined 58% last month while Cole Capital suffered an 81% falloff in the wake of an accounting scandal. <i>(See also: <a href="//www.investmentnews.com/article/20141208/FREE/141209911/st-nicholas-puts-holidays-on-ice"" target=""_blank"" rel="noopener noreferrer">St. Nicholas puts holidays on ice</a>)</i>
Nicholas Schorsch is taking a step back from the top role at three nontraded REITs he controls, handing the reins of two to his longtime investment partner. <i>See also: <a href="//www.investmentnews.com/article/20140917/INFOGRAPHIC/140919935"" target=""_blank"" rel="noopener noreferrer">Schorsch's vast web of businesses</a></i>
Long-term success of acquiring companies enhanced by mergers
Big drop from prior month but the unconstrained bond fund nears $1.4 billion in total assets.
Even with a rocky start to the year, the stock market remains expensive by many measures. The S&P 500 trades at a p/e of 17.8, higher than the 17.1 it sported at the last peak in 2007. Small caps are even pricier. Here's how one manager is handling it.
Today's <i>Breakfast with Benjamin</i> features a look at how Bill Gross' own money is pumping up his new Janus fund. Plus: The Fed ponders and ponders some more, the surging dollar is poised for a pullback, another Obamacare surprise for tax-filers, and how grandchildren can derail retirement plans.
Bond guru predicts minus signs for many asset classes.
Cited for due-diligence failure and not mentioning millions in fees received.
Determining whether these ideas have a place in client portfolios, and how to adjust allocations to take advantage of them.
New York City Retirement Systems terminated two Pimco bond strategies &mdash; one mortgages and one government securities.
Assets flood non-U.S. funds, but a broader allocation comes with trade-offs in a volatile world.
This tax filing season is going to be a little more complicated for freelancers and independent contractors who get health care subsidies.
