Investing

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ALTERNATIVES NOV 07, 2014
Schorsch is confident in his empire

Says company has started the healing process; expects full recovery may “take some time.”

By Mason Braswell
ALTERNATIVES NOV 07, 2014
How are REIT dividends taxed?

Distributions retain the tax characteristics of what happened in the REIT

By Robert N. Gordon
RETIREMENT PLANNING NOV 07, 2014
With Medicare signup coming soon, tax bracket management strategies can help clients save

Income levels determine how much clients will pay for Medicare Parts B and D; planning is key.

By Darla Mercado
PRACTICE MANAGEMENT NOV 07, 2014
What is a bond really worth?

Recent investigations of Pimco's Total Return Bond ETF and church bonds highlight the need to investigate an investment's truest price.

By Bruce Kelly
RIA NEWS NOV 06, 2014
Why advisers are worried about eMoney's acquisition by Fidelity

Deal stirs concerns that Fidelity may cut off other custodian's access to popular software.

By Liz Skinner
EQUITIES NOV 06, 2014
John Hancock pushes for liquid alts in retirement plans

<i>Breakfast with Benjamin:</i>Shopping season bodes well for stocks. <i>Plus:</i> John Hancock pushes for liquid alts in retirement plans; being thankful for seasonal market timing; and learning to fly drones for fun and profit

By Jeff Benjamin
RETIREMENT PLANNING NOV 06, 2014
GOP Senate win gives it the clout to change Obamacare

With Republicans leading the House and Senate next year, the possibility of some reforms to the Affordable Care Act are possible. The rules around the employer mandate seem to be those most likely to find compromise within the Congress and at the White House.

By Liz Skinner
EQUITIES NOV 06, 2014
Investors betting on tech

Friday's <i>Breakfast with Benjamin:</i> Money flowing to technology but record highs mask weakness. Plus: Eaton Vance's big news; BofA's big loss; Home Depot's big data breach; and dreaming big, big, big.

By Jeff Benjamin
EQUITIES NOV 06, 2014
Nuveen's Bob Doll: Election not a game changer but energy, medical device, defense company stocks could win

Nuveen's Bob Doll says while the big GOP victory on Tuesday is not a game changer, energy, medical device, defense company stocks could win.

By Robert C. Doll
EQUITIES NOV 06, 2014
Pimco, challenging Jack Bogle, defends active bond management

Facing outflows amid increasing trend toward passive management, firm says some fixed income managers can meaningfully add to returns

By Trevor Hunnicutt
RIA NEWS NOV 06, 2014
Hedge funds jumping into Puerto Rico muni bonds

Today's <i>Breakfast with Benjamin</i> on hedge funds owning $16 billion in Puerto Rican muni bond debt, the scary similarities between advisers and psychics, why deep-water drilling looks like a bargain, and more.

By Jeff Benjamin
ALTERNATIVES NOV 05, 2014
Aspiration's liquid-alts fund takes anti-Wall Street vibe, robo-advice to the next level

Loaded up with goodies, gimmicks and hope

By Jeff Benjamin
EQUITIES NOV 05, 2014
Republicans could push for quicker rate hike

<I>Breakfast with Benjamin:</i> Quicker rate hike ahead? Plus: Top Republicans set agenda; greed, fear and fund flows; family offices riding growth of ultrawealthy; Schwab says its robo is no threat; and eating well after work.

By Jeff Benjamin
EQUITIES NOV 05, 2014
U.S. stock-index futures decline with S&P 500 near record

Investors weighed prospects for economic growth and corporate earnings to help gauge the pace of the recovery.

By Bloomberg
LIFE INSURANCE AND ANNUITIES NOV 05, 2014
Who's spending what on political candidates?

With Senate control at stake in tomorrow's election, interest groups representing the brokerage and insurance industries are spending substantially more than financial adviser groups, and are adding to their lead.

By Mark Schoeff Jr.
ALTERNATIVES NOV 05, 2014
Nicholas Schorsch downplays ARCP's $23M accounting debacle

Execs replaced over what firm calls intentional errors; REIT king says problems will not affect other related firms. <i>(Plus: <a href=&quot;http://www.investmentnews.com/article/20140917/INFOGRAPHIC/140919935&quot; target=&quot;_blank&quot;>Untangling Schorsch's vast web</a>)</i>

By Bruce Kelly
INDEPENDENT BROKER DEALERS NOV 04, 2014
James Lebenthal, who sold muni bonds to masses, dies at 86

Through ads, many of which he starred in, the salesman shared his belief that tax-free bonds were a sound investment.

By Bloomberg
EQUITIES NOV 04, 2014
Republicans win big; here's what to expect

Midweek <i>Breakfast with Benjamin:</i> Republicans ready to rule. Plus: What investors might expect, advice from Jack Bogle, the hits keep coming for Nick Schosch and Pimco's bad October.

By Jeff Benjamin
EQUITIES NOV 04, 2014
The GOP has the edge but ...

<i>Breakfast with Benjamin:</i> Who's spending what on the election, what worries Vanguard's CEO, oil is cratering and here are stocks to consider, and JPMorgan is not out of the woods.

By Jeff Benjamin
FIXED INCOME NOV 04, 2014
Nobody mourns death of QE as demand for Treasuries proves insatiable

Purchases by foreign central banks, pension funds, prop up prices.

By Bloomberg