Investing

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EQUITIES JUN 24, 2014
Will tumult in Iraq unnerve clients?

Market has already priced in geopolitical turmoil in Middle East.

By Jeff Benjamin
RETIREMENT PLANNING JUN 24, 2014
Morningstar-HelloWallet deal ups the ante for financial wellness services

Viewing workers' retirement savings in the context of their full financial picture may be the next frontier for retirement plan services.

By Darla Mercado
EQUITIES JUN 23, 2014
Fidelity and Credit Suisse team up for easier access to IPOs

Poll shows strong interest in IPOs among high-net-worth investors.

By Minda Smiley
ALTERNATIVES JUN 23, 2014
ARCP shareholders reject Schorsch's executive compensation plan

Shareholders of Nicholas Schorsch's American Realty Capital Properties turned thumbs down on the eye-popping pay plan for Mr. Schorsch and other top execs. <i>(Plus: <a href=&quot;http://www.investmentnews.com/article/20140602/FREE/140609999&quot; target=&quot;_blank&quot;>Schorsch sells a health care REIT</a>)</i>

By Bruce Kelly
EQUITIES JUN 20, 2014
Iraq's instability spreads to the world's weaker currencies

<i>Breakfast with Benjamin:</i> Currencies feeling pressure from Iraq. Plus: Gold bugs still not convinced of the next big move, select energy stocks correlate with Iraq unrest, Americans are unable to save money in this economy, and the SEC zeros in on liquid alternative funds.

By Jeff Benjamin
FIXED INCOME JUN 20, 2014
Exit fees for bond funds? Not gonna happen

Idea of trying to break any exodus when rates rise illustrates how muddled Fed policy is.

By Jeff Benjamin
EQUITIES JUN 20, 2014
Lawmaker says high-frequency trading creates conflicts of interest

Senate hearing focuses on rebates paid to brokers for placing trades with wholesalers and for using certain exchanges.

By Mark Schoeff Jr.
EQUITIES JUN 20, 2014
Four hot markets beating the Dow

<i>Breakfast with Benjamin:</i> Four hot markets right now; investors turn their focus to Europe; the SEC stops an adviser; a digital currency cautionary tale; dark pool transparency (thanks, Finra); and World Cup fever.

By Jeff Benjamin
EMERGING MARKETS JUN 20, 2014
Emerging markets re-emerging

After a drop from the Federal Reserve's tapering scare, fixed income assets have rebounded.

By James Barrineau
WIREHOUSES JUN 20, 2014
Finra gets arbitration process back on track in Puerto Rico

After several months of deliberations, Finra has expanded its pool of arbitrators and is ready to move forward with the hundreds of complaints related to collapses in Puerto Rico bond funds. That doesn't necessarily mean smooth sailing.

By Mason Braswell
WIREHOUSES JUN 20, 2014
UBS, Merrill push to keep bond fund hearings in Puerto Rico

In confidential meeting, firms' attorneys oppose allowing arbitration cases to be heard in Southeast venues.

By Mason Braswell
EQUITIES JUN 19, 2014
This is the way long-term bull markets survive and thrive

Early equals wrong and it isn't until the masses buy every dip that bull markets begin to top out.

By Bloomberg
FIXED INCOME JUN 19, 2014
Bill Gross bulls butt heads with bears in great bond debate

With Treasury yields at historically low levels, the stakes are rising as the Fed cuts back the bond buying that's held down borrowing costs on trillions of dollars of debt from governments to companies and individuals.

By Gregory Crawford
ALTERNATIVES JUN 19, 2014
REIT begins trading on NASDAQ

United Development Funding IV launches tender offer in conjunction with listing.

By Minda Smiley
EQUITIES JUN 19, 2014
After large shareholder criticizes ARCP, Schorsch says REIT will slow down activity

Responding to a letter from an activist investor, Nicholas Schorsch says he will keep building the company but his acquisition pace will slow. <i>(And on Monday, <a href=&quot;http://www.investmentnews.com/article/20140602/FREE/140609990&quot; target=&quot;_blank&quot;>ARCP shareholders rejected Schorsch's executive comp plan</a>)</i>

By Bruce Kelly
ALTERNATIVES JUN 19, 2014
Finra holds off sending nontraded REIT share price rule to SEC

Regulator still reviewing industry comments on rule to give investors better handle on share values.

By Bruce Kelly
RETIREMENT PLANNING JUN 19, 2014
Potholes litter road to ETF investment by DC plans

Even as the technical barriers are eclipsed, doubts remain over cost and utility.

By Ari I. Weinberg
ALTERNATIVES JUN 19, 2014
You, too, can play hedge fund manager with new credit swap ETFs

Eight new funds offer chance to wager on the riskiest to safest corporate borrowers.

By Gregory Crawford
LIFE INSURANCE AND ANNUITIES JUN 18, 2014
Life insurers show their hands with new VA filings

Regulatory filings reveal new living benefits, investment-focused annuities or exchange offers for existing clients.

By Darla Mercado
EQUITIES JUN 18, 2014
Next on Janet Yellen's to-do list: Winding down a $4.5T balance sheet

On Friday's menu: What's next on Yellen's to-do list. Plus: Small-cap stock weakness as a leading indicator, an SEC official dishes on PE funds, big banks are loving big mortgages, three finance questions you better be able to answer, and getting by on $6,000 an hour.

By Jeff Benjamin