Investing

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ALTERNATIVES AUG 21, 2014
Former Behringer Harvard apartment REIT seeking listing

For former fundraising powerhouse that fell on hard times after the real estate crash, a share listing could be “good event.”

By Bruce Kelly
RETIREMENT PLANNING AUG 21, 2014
How higher Medicare premiums affect Social Security benefits

One woman finds out the real reason why her Social Security check declined.

By Mary Beth Franklin
RETIREMENT PLANNING AUG 20, 2014
Fidelity quietly settles employee lawsuits

At issue was accusations the fund giant engaged in self-dealing in 401(k) plan.

By Darla Mercado
RETIREMENT PLANNING AUG 20, 2014
GAO report calls for more disclosure of managed accounts in 401(k)s

The Labor Department should require providers to share more on fees, performance and benchmarking, GAO says.

By Darla Mercado
MUTUAL FUNDS AUG 20, 2014
Fidelity has lowest-cost target date funds, edging out Vanguard

But low fees don't necessarily translate into better performance.

By Trevor Hunnicutt
LIFE INSURANCE AND ANNUITIES AUG 20, 2014
BlackRock raises equity allocation in target date funds

Changes to LifePath Index come as other providers also have sought to increase equity allocations after retirement.

By Darla Mercado
ALTERNATIVES AUG 19, 2014
The four flavors of multialternatives have widely differing tastes

As investors fork over assets, advisers need to learn to distinguish the sweet from the sour.

By Jeff Benjamin
MUTUAL FUNDS AUG 19, 2014
Fidelity assets flowing to lower-cost trusts

Facing pressure to move retirement-plan clients to investment vehicles with dramatically lower fees, the fund giant is moving assets to new trusts.

By Trevor Hunnicutt
MUTUAL FUNDS AUG 19, 2014
What's the reason for all the fund outflows at Fidelity?

More Fidelity stock funds are suffering withdrawals than adding money this year. What gives?

By Trevor Hunnicutt
EQUITIES AUG 19, 2014
Investors jump on the low-volatility bandwagon

For <i>Breakfast with Benjamin:</i> Investors jump on the low-volatility bandwagon. Plus: A market fueled by bad news; B of A's big mortgage settlement' Countrywide exec finally heads to court; and how companies miss the mark with stock options.

By Jeff Benjamin
FIXED INCOME AUG 19, 2014
Vanguard, Eaton Vance chart diverging paths on interest rate risk

With rates set to rise, industry is at odds over risks faced by investors in the bond market

By Trevor Hunnicutt
LIFE INSURANCE AND ANNUITIES AUG 19, 2014
MassMutual raises retirement game with hiring spree

Insurer aims to boost position among retirement plans with around $15 million in assets.

By Darla Mercado
EQUITIES AUG 19, 2014
Greenback rallies ahead of the Fed minutes

<i>Breakfast with Benjamin:</i> The dollar rallies ahead of Fed news. Plus: Stocks historically love the Fed's Jackson Hole meeting; Argentina's latest gambit; insurance companies create new asset management opportunities; and regretting not buying Google at the IPO.

By Jeff Benjamin
EQUITIES AUG 19, 2014
El-Erian: Why are bonds and stocks acting strangely?

Over the last week, prices of all kinds of assets, from safe government bonds to risky stocks, rose together. What gives?

By Mohamed A. El-Erian
FIXED INCOME AUG 19, 2014
Safe go-anywhere funds starting to mirror volatile asset classes

Advisers who turn to &#8220;unconstrained&#8221; managers to diversify risk find lower-credit issuers and stock-like instability.

By Trevor Hunnicutt
ALTERNATIVES AUG 19, 2014
Rise of alternatives should give advisers night sweats

As alternative products proliferate, picking winners is more challenging than ever. <b><i>Plus: <a href=&quot;http://www.investmentnews.com/article/20140806/INFOGRAPHIC/140809956/alternatives-no-passing-fad&quot;>Infographic on why alts are no passing fad</a></b></i>

By Jeff Benjamin
ETFS AUG 18, 2014
Proliferation of ETFs both good and bad

A big issue for advisers and investors is the ever-expanding universe of ETFs.

By MFXFeeder
ETFS AUG 18, 2014
iShares and Pimco to shut 22 ETFs

The funds include iShares' target-date lineup and Pimco's foreign-bond trackers.

By Trevor Hunnicutt
ALTERNATIVES AUG 18, 2014
Finra tacks on more time to REIT pricing change

Gives SEC another month to act on proposal.

By Bruce Kelly
ALTERNATIVES AUG 18, 2014
Giant Inland REIT to spin off lodging portfolio into separate company

Spinoff is part of REIT's long-term strategy to split holdings into categories, including multi-tenant retail and student housing.

By Jeff Benjamin