Investing

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EQUITIES OCT 24, 2013
MFS' Roberge: Time to ditch high-yield bonds for stocks

MFS CIO Roberge says bond prices and their low yields are worrisome.

By JKEPHART
ALTERNATIVES OCT 24, 2013
SEC proposes crowdfunding rules

The SEC announced its proposal for crowdfunding rules, but advisers remain extremely wary. With a potential vulnerability for fraud and failed investments, will the due diligence required for crowdfunding outweigh its actual benefits?

By Mark Schoeff Jr.
ALTERNATIVES OCT 24, 2013
Sovereign funds boosting alternative investments

Sovereign wealth funds, which control about $6 trillion of wealth globally, are boosting investments in alternative assets like real estate and private equity to boost returns, a survey by Invesco Ltd. found.

By Matt Ackermann
ALTERNATIVES OCT 24, 2013
Distinguish between registered and unregistered alts

By Jeff Benjamin
ALTERNATIVES OCT 24, 2013
Learn alternatives, but tread lightly

By MFXFeeder
ETFS OCT 24, 2013
T. Rowe Price may bring actively managed ETFs to market

Mutual fund provider considers first steps to target fast-growth area

By Trevor Hunnicutt
FIXED INCOME OCT 24, 2013
Verizon bond sale proves thirst for yield

By Jeff Benjamin
EQUITIES OCT 24, 2013
Cash is trash? Depends on who you're talking to

Who in their right mind would own cash when it's a guaranteed losing proposition? You might be surprised.

By Gregory Crawford
EQUITIES OCT 24, 2013
No big bang for ING IPO

Stock trades higher after company cuts offering price; annuities biz viewed as financial drag

By Darla Mercado
EQUITIES OCT 24, 2013
ING U.S. sets stock offering price at $21-$24 a share

Company to change name to Voya Financial upon IPO, focus on retirement, investment, insurance.

By Darla Mercado
MUTUAL FUNDS OCT 23, 2013
What Bizarro Bogle's world might look like

Imagine: what would the world would look like if, to borrow from Superman lore, a Bizarro John Bogle took the place of the real John Bogle? Jason Kephart has the story.

By Jason Kephart
ETFS OCT 23, 2013
Fidelity launches cheaper line of ETFs

Fidelity to launch low-cost ETFs aimed at undercutting rivals.

By By Megan Durisin
ALTERNATIVES OCT 23, 2013
Columbia Property Trust IPO stings investors

The IPO of Columbia Property Trust wasn't exactly a happy occasion for long-time investors, as the value had dropped sharply since the boom times in a sign that the financial crisis hangover is still here.

By JKEPHART
RETIREMENT PLANNING OCT 23, 2013
Schwab ETF platform for 401(k)s hits regulatory speed bump

Schwab's ETF platform for 401(k)s, which was expected to debut in the fourth quarter, may need more work before being ready for prime time. Darla Mercado on what happened.

By Darla Mercado
ALTERNATIVES OCT 23, 2013
No end in sight for Schorsch tear

After snapping up an alts manager and IDB, real estate maven on still on the hunt, with "insurance and other platform sponsors" in his sights.

By Bruce Kelly
RIAS OCT 23, 2013
Raymond James offers alts to RIAs

The beefing up of Raymond James' RIA business continues as affiliated RIAs will have access to the firm's alternative investment platform beginning in September.

By DJAMIESON
EQUITIES OCT 23, 2013
With Cole shares down, REIT's CEO faces questions over nixed deal

Rival Schorsch says company missed an opportunity by passing on his offer but that company fairly valued.

By Bruce Kelly
EQUITIES OCT 23, 2013
Cole Real Estate Investments starts trading, drops below Schorsch offer

On their first day of trading, shares of Cole Real Estate Investments fell 5.2%, to $10.90. That's well below the $12.50 per share bid that American Reality Capital lodged in a takeover try in March -- an offer that was rejected by Cole. Ouch.

By Bruce Kelly
Crowd funding could come back to bite broker-dealers
EQUITIES OCT 23, 2013
Crowd funding could come back to bite broker-dealers

Risks include lack of information, new reporting standards, Abshure says

By Bruce Kelly
ALTERNATIVES OCT 22, 2013
Investor sets portfolio for next round of debt squabble

Options trader pays $6.7 million for trade that hedges against spike in volatility.

By Gregory Crawford