Investing

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ALTERNATIVES AUG 28, 2013
Man Group shuts funds in overhaul of guaranteed products

World's largest publicly traded hedge-fund manager is closing a range of products aimed to protect clients from losses after they failed to meet performance targets.

By Matt Ackermann
ALTERNATIVES AUG 28, 2013
Morningstar's Papagiannis to deconstruct alts at IN's alternative investments conference

By Gregory Crawford
ALTERNATIVES AUG 28, 2013
Pimco continues to march toward alternatives

Pimco files to launch a managed-futures fund as the bond giant takes the next step in its push to become an alternatives powerhouse.

By JKEPHART
FIXED INCOME AUG 27, 2013
Bond funds lose $30.3 billion in August

A vicious circle of losses and redemptions as the bond binge unwinds could get nasty.

By Matt Ackermann
MUTUAL FUNDS AUG 27, 2013
Schwab plans money-market-like ETFs

Trio of funds to be launched amid fee waivers and regulation

By JKEPHART
MUTUAL FUNDS AUG 27, 2013
T. Rowe plans new conservative target date funds

By JKEPHART
ALTERNATIVES AUG 27, 2013
FS Investment Corp. plans to return capital to investors

In boon to investors, largest business development company to merge or list.

By Bruce Kelly
Nontraded BDC sales on a tear despite closing of first fund
ALTERNATIVES AUG 27, 2013
Nontraded BDC sales on a tear despite closing of first fund

Despite the recent closing of the largest business development company, BDCs are suddenly raking in the cash from advisers.

By Bruce Kelly
RETIREMENT PLANNING AUG 25, 2013
Take Five: REITs act as hedge

Real estate best equipped to handle jump in rates, portfolio manager says.

By Jeff Benjamin
EQUITIES AUG 25, 2013
As uncertainty intensifies, money moves to cash

Investors are running for cover ahead of what is expected to be a hectic fall. Jason Kephart explains.

By JKEPHART
ALTERNATIVES AUG 23, 2013
Finra warns on private-placement investments

Warning on eve of new regulations allowing more investors access.

By Trevor Hunnicutt
FIXED INCOME AUG 23, 2013
Take Five: Keep clients in the dark at your own peril, Robert Isbitts says

Advisers should be warning clients about rising rates, he contends

By Jeff Benjamin
EQUITIES AUG 23, 2013
Stocks climb wall of worry

Stocks posted their first gain in three weeks even as talk about the end to the Federal Reserve's easy money policy rattled investors. What's ahead?

By Gregory Crawford
ALTERNATIVES AUG 23, 2013
Papagiannis to deconstruct alts at IN's alternative investments conference

By Gregory Crawford
EQUITIES AUG 23, 2013
The Takeaway: The Ballmer Era at Microsoft c'est fini

By Joshua Brown
EQUITIES AUG 23, 2013
The Takeaway: Nasdaq reopens to wild applause

By Joshua Brown
FIXED INCOME AUG 23, 2013
Rising rates a problem for bonds? That's news to investors

Most investors don't understand the connection between rising interest rates and their portfolios. As sad as that may be, it's also a golden opportunity for advisers.

By Jeff Benjamin
ALTERNATIVES AUG 23, 2013
Raymond James offers alts to RIAs

Access to PE, real estate, hedge funds, managed futures and alternative mutual funds coming next month.

By DJAMIESON
ALTERNATIVES AUG 23, 2013
Take Five: Challenges and opportunities of hedge fund ads

Randy Shain guides advisers through hedge fund advertising

By Jeff Benjamin
FIXED INCOME AUG 21, 2013
State Street CEO adds voice to worry over investors' fixed income holdings

Hooley says retail investors risk being on 'wrong side of the equation' when rates climb.

By Gregory Crawford