Investing

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EQUITIES SEP 15, 2014
Are you prepared to make an exit from the stock market?

By Axel Merk
ALTERNATIVES SEP 15, 2014
Advisers take stock as ETF portfolio manager F-Squared faces legal action

Wary advisers are taking a closer look at F-Squared Investments, the largest manager of exchange-traded-fund portfolios, which is under investigation for misrepresenting past returns.

By Trevor Hunnicutt
ETFS SEP 15, 2014
Are active ETFs finally growing in popularity?

The industry blames transparency concerns for a lack of active ETFs, but others aren't so sure

By Jeff Benjamin
PRACTICE MANAGEMENT SEP 14, 2014
Advisers should be supporting transparency

The SEC's potential rules to increase disclosure of mutual fund holdings should be applauded.

By MFXFeeder
ALTERNATIVES SEP 14, 2014
How alternatives are changing the landscape of investing

A correlation between the alternative rock of the '80s and '90s and alternative mutual funds.

By Andrew Rogers
RETIREMENT PLANNING SEP 13, 2014
BlackRock's iShares steps back from target date ETFs it helped pioneer

iShares fund closures suggests ETFs have a long way to go before they achieve a place in retirement plans.

By Trevor Hunnicutt
EQUITIES SEP 12, 2014
Biotechs riding high as Ebola diagnosed in the U.S.

<i>Breakfast with Benjamin:</i> Biotechs riding high. Plus: Reading into the market's Halloween indicator, J.P. Morgan steps in another MBS mess, Ford looks like a preview of things to come for stocks, and investing like rich folks, even if you aren't rich yet.

By Jeff Benjamin
EQUITIES SEP 12, 2014
Stocks entering spooky time of year but no time to worry

Short-term pullback may have already come and gone while intermediate and long-term prospects remain sound.

By Bloomberg
EQUITIES SEP 12, 2014
Some unlikely funds “overweight” Apple

Many value and dividend index funds make a big bet on tech giant's &#8220;smartwatch&#8221;

By Trevor Hunnicutt
FIXED INCOME SEP 12, 2014
Pimco's Gross says weak credit creation jeopardizes growth

Pacific Investment Management Co.'s Bill Gross says insufficient credit creation, with economic growth of only about 2%, puts the U.S. expansion in jeopardy.

By Bloomberg
EQUITIES SEP 11, 2014
Newsflash: Nasdaq is mired in a bear market

Investors starting to avoid companies that will suffer the most when the market stumbles.

By Bloomberg
ALTERNATIVES SEP 11, 2014
Feuding partners jeopardize real estate firm's future

The owners of Gemini Real Estate Advisors have dueling claims against each other.

By Bruce Kelly
ETFS SEP 11, 2014
Dan Fuss: Risk in geopolitics, high-yield, leveraged funds

Loomis Sayles bond fund manager says the firm is &#8220;as cautious as we've ever been&#8221;

By Trevor Hunnicutt
LIFE INSURANCE AND ANNUITIES SEP 10, 2014
Jackson National unveils tiered pricing for variable annuities

Starting next Monday, the firm will apply a five-level pricing scheme for certain contracts.

By Darla Mercado
EQUITIES SEP 09, 2014
Investors skeptical as stocks top one record after another

The stock market ain't the party it used to be. It just blasted through one important psychological barrier, and another now looks tantalizingly close. Yet the mood among investors is dour and businesslike.

By Bloomberg
EQUITIES SEP 08, 2014
Adviser uses a bond ladder in his own IRA, believes 'safety trumps yield'

Uses Treasury strips for tax purposes, holds stocks inside his Roth IRA, which is also a good tax strategy.

By Jeff Benjamin
EQUITIES SEP 08, 2014
This adviser loves stocks, hates bonds

Creative Financial Design's Theodore Feight shares his portfolio

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES SEP 08, 2014
Jackson National extends variable annuity lead

Sales of Elite Access product helps firm stay ahead of Lincoln National, TIAA-CREF and AIG.

By Bloomberg
ALTERNATIVES SEP 07, 2014
Foot-dragging on rules harms investors

Regulators are notorious for dragging their feet, and investors suffer when new rules take too long to be finalized.

By MFXFeeder
RETIREMENT PLANNING SEP 07, 2014
Long-term care carriers

Provider data covering new and in-force policies and premiums

By mlanche