Investing

Displaying 13490 results
MUTUAL FUNDS AUG 13, 2013
Edward Jones adds a fund family to its preferred list

J.P. Morgan secures a highly coveted place in the broker's stable of asset managers.

By Jason Kephart
EMERGING MARKETS AUG 13, 2013
Rethinking emerging-markets plays

By Michael Shagrin
RETIREMENT PLANNING AUG 13, 2013
Small mutual fund finds alpha in the boardroom

Catalyst Insider Buying Fund generating outsized returns; up 22% for the year

By Jeff Benjamin
RIAS AUG 12, 2013
Adviser gets sacked after ripping off her NFL linebacker client

What Jeff's reading today: Jail time for adviser who ripped off her NFL linebacker client, plus: the taper question, 98% chance of a market crash next year, the yen-dollar trade, New Yorkers dodge taxes, and (surprise!) Congress wastes your money.

By Jeff Benjamin
FIXED INCOME AUG 12, 2013
Interest rate fears causing muni bond pains

The weak performance of muni bond funds has clients pulling cash from them ... and calling their advisers. More outflows are likely amid the specter of higher interest rates.

By JKEPHART
FIXED INCOME AUG 12, 2013
Vanguard analyst: Cash isn't king

Is cash the new asset king? Since the outlook for bonds is grim, some investors are heading to the money market. One Vanguard analyst says that might not be the wisest move.

By JKEPHART
MUTUAL FUNDS AUG 12, 2013
Vanguard's first outflows in 20 years

By JKEPHART
EQUITIES AUG 12, 2013
Investors shrug off volatility, risk to get in on IPOs

Big investor appetite leads to sparkling debut for latest initial public offering, Noodles & Co.

By Jeff Benjamin
RETIREMENT PLANNING AUG 11, 2013
W.P. Carey joins nontraded-REIT liquidity conga line

By Andrew Leigh
ALTERNATIVES AUG 11, 2013
Inland taps a rival for its CEO

By Bruce Kelly
EQUITIES AUG 11, 2013
Sweeping changes under way at DFA

By JKEPHART
ALTERNATIVES AUG 11, 2013
Real estate fixture Thompson defrauded investors: Finra

By Bruce Kelly
ALTERNATIVES AUG 11, 2013
Schorsch in $2.3B deal with Inland

Real estate investor in 'unique position' to get deal done.

By Bruce Kelly
FIXED INCOME AUG 10, 2013
Detroit's woes could open up muni opportunities elsewhere in Michigan

Other municipalities cancel offerings, but credit quality is unaffected

By Jeff Benjamin
FIXED INCOME AUG 10, 2013
Michigan advisers try to calm clients in wake of Detroit's bankruptcy filing

Financial pros find themselves in unfamiliar territory related to the fiscal collapse

By Jeff Benjamin
ALTERNATIVES AUG 10, 2013
Three Apple REITs might merge

In SEC filings, three Apple REITS say they are considering a merger. No timetable for a decision has been set.

By DJAMIESON
ALTERNATIVES AUG 10, 2013
REIT game 'in the late innings'

By Jeff Benjamin
ALTERNATIVES AUG 10, 2013
Apple REIT Six OKs merger with Blackstone fund

Liquidity party kicks off for shareholders; Chambers Street Properties up next with planned IPO.

By Bruce Kelly
EQUITIES AUG 09, 2013
The Takeaway: Are you in the secret wealth management cult?

By Joshua Brown
ALTERNATIVES AUG 09, 2013
National Planning latest to cut sales of an American Realty Capital REIT

Another B-D is cutting sales of a fast-selling American Realty Capital REIT. This time, it's not about overconcentration.

By Bruce Kelly