Investing

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LIFE INSURANCE AND ANNUITIES JUN 18, 2014
Variable annuity sales drop in 1Q and new leaders emerge

Decisions to moderate sales volume in recent years has caused changes for the bigger players

By Darla Mercado
MUTUAL FUNDS JUN 18, 2014
SEC will step up information gathering from mutual fund industry

Commission is developing rule proposal to strengthen industry data received, official says.

By Mark Schoeff Jr.
ALTERNATIVES JUN 18, 2014
Nontraded REITs want delay in Finra's proposed disclosure rule

Nontraded REIT industry backs Finra's proposed disclosure rule but wants implementation pushed out to late 2015.

By Bruce Kelly
ALTERNATIVES JUN 18, 2014
W.P. Carey completes acquisition of affiliated nontraded REIT

Acquisition of Corporate Property Associates 16 Global is industry's latest liquidity event.

By Andrew Leigh
ALTERNATIVES JUN 18, 2014
Nontraded REITs set up for strong year but speed bumps loom

With heady momentum after a record year of sales, nontraded REITs are expected to be popular with advisers and investors again in 2014 but new regs and climbing interest rates could dampen enthusiasm.

By Bruce Kelly
FIXED INCOME JUN 17, 2014
Bond rally means now is the time to re-evaluate muni holdings

By Guy Davidson
EQUITIES JUN 17, 2014
Answering the questions high-frequency trading raises

Money manager Brian Schreiner digs into the questions raised by the firestorm over Michael Lewis' book "Flash Boys" and claims that the stock market is rigged and comes up with some answers. Some questions can't yet be answered, though.

By Brian Schreiner
EQUITIES JUN 17, 2014
Slow and steady for economy, stocks and tapering: Nuveen's Doll

Bob Doll, Nuveen's chief equity strategist doesn't see big head winds for stocks or the economy this year, forecasting mid- to high-single-digit equity gains this year. What about tapering?

By Robert C. Doll
EQUITIES JUN 16, 2014
Pimco likely to pick Dan Ivascyn to succeed Gross

Deputy chief investment officer has inside track to succeed 'Bond King' as CIO

By Bloomberg
FINTECH JUN 16, 2014
Covestor announces 0% management fee on ETF portfolios

Passively managed portfolios of low-cost ETFs for 'core' portion of an investor's holdings.

By Joyce Hanson
ETFS JUN 16, 2014
Gundlach to manage active ETF from State Street

SPDR DoubleLine Total Return Tactical exchange-traded fund to compete with Bill Gross' Total Return ETF.

By Gregory Crawford
EQUITIES JUN 16, 2014
Why REITs are looking like the year's hottest market sector

Today's <i>Breakfast with Benjamin</i> looks at what's propelling REITs into their position as the year's hottest market sector, plus emerging market stocks' record month, Japan's inflation woes, and much more.

By Jeff Benjamin
FIXED INCOME JUN 16, 2014
What is up with the bond market?

The challenges of an intermediate-term bond bull, Part 2.

By Paul Schatz
FIXED INCOME JUN 16, 2014
The challenges of an intermediate-term bond bull

Money manager Paul Schatz wonders if there is something dark and dangerous lurking

By Paul Schatz
EQUITIES JUN 16, 2014
Time to sell stocks?

Amid the stock market's selloff, adviser Paul Schatz has been getting asked whether the bull is dead and a full-blown, multi-year correction is beginning.

By Bloomberg
EQUITIES JUN 15, 2014
Clintons jump through financial planning loopholes to dodge estate taxes they support

<i>Breakfast with Benjamin:</i> Brokers pouncing on 401(k) biz. Plus: The Clintons dodge the estate taxes they support. The Fed wants to add exit fees to bond funds, U.S. banks on the edge of new funding rules, Congress mulls investor confidence on your dime, El-Erian sides with the IMF, and merger mania is alive and well.

By Jeff Benjamin
RETIREMENT PLANNING JUN 15, 2014
The big benefits decision

By MFXFeeder
MUTUAL FUNDS JUN 15, 2014
Best- and worst-performing fixed-income mutual funds

By Andrew Leigh
EMERGING MARKETS JUN 15, 2014
Best- and worst-performing international fixed-income mutual funds

By Andrew Leigh
EMERGING MARKETS JUN 15, 2014
Best- and worst-performing international equity mutual funds

By Andrew Leigh