Investing

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RETIREMENT PLANNING MAR 20, 2014
Once-mighty nontraded REIT sponsor Inland Real Estate Investment Corp. plots a comeback

Mitchell Sabshon plots a course for nontraded REIT sponsor Inland Real Estate Investment Corp. to recreate its prior success.

By Bruce Kelly
RETIREMENT PLANNING MAR 20, 2014
Lockheed Martin 401(k) case to proceed as class action

On Monday, the Supreme Court let stand a decision in the 7th U.S. Circuit Court of Appeals that permits employees of the defense contractor to proceed with a class action against the firm. The case will now go to trial.

By Darla Mercado
FIXED INCOME MAR 20, 2014
Fidelity launches bond funds to weather uncertain markets

The fund giant is offering clients a new way to prosper in uncertain debt markets.

By Trevor Hunnicutt
EQUITIES MAR 20, 2014
Trailblazer who broke Wall St. gender barrier dies at 80

Muriel Siebert bought seat on Big Board in 1967, breaking up all-male bastion.

By Gregory Crawford
Marketing inequality In financial planning firms is growing
EQUITIES MAR 20, 2014
Marketing inequality In financial planning firms is growing

By Joshua Brown
Profits proving elusive at Putnam as manager compensation eats gains
MUTUAL FUNDS MAR 20, 2014
Profits proving elusive at Putnam as manager compensation eats gains

Market performance boosts AUM as asset flows mostly negative.

By Rick Baert
EQUITIES MAR 19, 2014
Hey Janet, talk is cheap

<i>Breakfast with Benjamin:</i> Markets don't buy the Fed chief's words. Plus: More data today, who's going after indie advisers, Apple's Pushmi-pullyu, Icahn's intentions, a headline says it all and the Madness begins.

By Jeff Benjamin
EQUITIES MAR 19, 2014
ICI pushes back on too-big-to-fail label for big fund firms

<i>Breakfast with Benjamin:</i> ICI resists 'Too Big to Fail' label for fund firms plus Crimea chooses Mother Russia and what that means for the markets. And guess what, the Fed is out of ammo, Pimco spins the Mohamed El-Erian departure while Mr. El-Erian opens a Twitter account.

By Jeff Benjamin
EQUITIES MAR 19, 2014
Asian investors spooked by China, Ukraine

<i>Breakfast with Benjamin:</i> Asian investors spooked by China economic worries, Ukraine. Plus: Japan concerns surface, U.S. stock valuations not horrible, Washington as a Wall Street battleground and look who's worried about the Treasury market.

By Mason Braswell
RETIREMENT PLANNING MAR 19, 2014
More Americans renouncing citizenship

But declaring 'independence' comes with hefty taxes &amp;ndash; which trusts can help curb.

By Darla Mercado
EQUITIES MAR 19, 2014
Keep calm and stay in the market

Fear and greed drive stocks, so the key is not to try to time your exposure to the market but to manage it effectively.

By Scott Colyer
EMERGING MARKETS MAR 19, 2014
Proposed A-shares ETFs could transform investors' approach to China

They would gives Westerners access to a broader swathe of the economy

By CODONNELL
ETFS MAR 19, 2014
Inflows lead to price cuts of Vanguard ETFs

Most are international focused in automatic response to money flows.

By CODONNELL
LIFE INSURANCE AND ANNUITIES MAR 19, 2014
Warning signs your client is at risk of an audit

Earnings above a certain threshold, charitable donations or business deductions may all be red flags that a client is a prime candidate for a tax audit. Here's a rundown of what advisers need to know to keep their clients away from the tax man.

By Darla Mercado
EQUITIES MAR 18, 2014
A case for not talking to management

Why should investors avoid talking to company management at firms they invest in? One portfolio manager doesn't and says factors such as an exuberant CEO or creative financial reporting can exert undue influence.

By Eric R. Heyman
ETFS MAR 18, 2014
ETFs erase stock withdrawals on economy

Investors who beat a path out of global equity markets earlier this year are stampeding back in.

By Matt Ackermann
MUTUAL FUNDS MAR 18, 2014
Pimco net flows, despite increase, lag behind amid controversy

February net flows still negative, fall far shy of broader fixed-income recovery

By Matt Sirinides
PRACTICE MANAGEMENT MAR 18, 2014
Advisers eyeing Pimco carefully in wake of upheaval

Advisers are anxiously watching to see if the fund giant's recent management upheaval masks broader problems that could impact performance. Few are cutting and running. Yet.

By Liz Skinner
ETFS MAR 18, 2014
Investors put rout behind them, sending $21 billion to stock ETFs

Investors are returning to the U.S stock market after the worst selloff in seven months, adding almost 52 times more money to exchange-traded funds that own equities than bonds.

By Matt Ackermann
EQUITIES MAR 18, 2014
Stock market strategists call for calm after global stock wipeout

Strategists from the Goldman Sachs Group to AMP Capital Investors and JPMorgan Chase are telling clients to hang on after losses that began with currencies in Turkey and Argentina spread to developed markets.

By Gregory Crawford