Investing

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Bullish Super Bowl theory hits snag as S&P 500 extends drop
EQUITIES FEB 03, 2014
Bullish Super Bowl theory hits snag as S&P 500 extends drop

Super Bowl predictor may be irrational but has better track record than many stock pickers.

By Bloomberg
RETIREMENT PLANNING FEB 03, 2014
Advisers skeptical about Obama's “myRA” proposal

President Obama's voluntary '&quot;myRA&quot; proposal, with no option to invest in stocks, could be doomed to failure, advisers say. The plan &quot;isn't going to go anywhere,&quot; according to one skeptic. <i>(Don't miss these <a href=&quot;http://www.investmentnews.com/gallery/20140123/FREE/123009998/PH&quot; target=&quot;_blank&quot;>tips for a worry-free IRA rollover</a>.)</i>

By Mark Schoeff Jr.
FIXED INCOME FEB 03, 2014
Withdrawals pick up steam at Gundlach's DoubleLine

After $1.2B yanked in June, $2.1B, the most ever, pulled in September.

By Gregory Crawford
FIXED INCOME FEB 02, 2014
Fidelity aims to help advisers see how different market conditions impact fixed income portfolios

New tool allows modeling of specific bond-exposure choices as clients ask about rising rates.

By Trevor Hunnicutt
RIA NEWS FEB 02, 2014
Regulators train a close eye on alternatives

The SEC and Finra are getting tough on broker-dealers, putting intense focus on those recommending and selling alternative investments, including nontraded REITs. <b><i>Don't Miss: <a href=&quot;http://www.investmentnews.com/article/20140110/FREE/140119991&quot;>Our full look at the SEC's 2014 priorities</a></b></i>

By Bruce Kelly
RETIREMENT PLANNING FEB 02, 2014
Public pensions offset Social Security

Advisers must know whether clients who have worked for federal, state or city governments may be affected by pension rules that can reduce or even eliminate certain Social Security benefits.

By Mary Beth Franklin
EMERGING MARKETS FEB 02, 2014
Japan: Still a bear or 800-lb. gorilla?

BlackRock fund managers contend that the country merits attention

By Dennis Stattman and Dan Chamby
EQUITIES JAN 31, 2014
Investors brace for a rocky ride with stocks

<i>Breakfast with Benjamin:</i> January was rough, and though Seattle winning the Super Bowl is a good omen for stocks, it's going to be a bumpy ride. Also: How defined contribution assets surged, celebrating 25 years as a top PM, who to thank (or blame) for 401(k)s, finding gems in the emerging markets and who won the Super Bowl of advertising?

By Gregory Crawford
ETFS JAN 31, 2014
Active ETF ball squarely in regulators' court

Two companies filed this week, seeking funds that don't report daily.

By Trevor Hunnicutt
ETFS JAN 31, 2014
After pioneering mutual funds, MFS sets sights on new horizons

In partnership with SSgA, mutual fund giant dips toe into active-ETF arena.

By Jason Kephart
FIXED INCOME JAN 31, 2014
How to play fixed income with rising rates on the way

Taper is one thing, rising rates another but strategist offers insight into navigating the seas

By Jeff Benjamin
RETIREMENT PLANNING JAN 31, 2014
MetLIfe: Doubling-down annuity sellers lack clarity, risk

MetLife Inc., the insurer reducing variable annuity sales by more than half, said rivals that are expanding are probably retaining less funds to back the retirement products.

By Gregory Crawford
RETIREMENT PLANNING JAN 31, 2014
Fixed-annuity sales driven by frustration with low interest rates, thirst for income

Fixed-annuity sales in the third quarter reached their highest level since 2009, topping $22 billion. That number represents a 31% rise from the previous quarter and more than a 35% increase from the same period last year.

By MDURISIN
EQUITIES JAN 30, 2014
Facebook, Google: Gamechangers?

<i>Breakfast with Benjamin:</i> Big news from two tech giants: strong earnings and a gamechanging sale. Plus two questions: Should you worry about the rout in emerging markets and is your technology working for or against you? Also: A super price for a Super Bowl suite.

By Gregory Crawford
MUTUAL FUNDS JAN 30, 2014
AdvisorShares ETF sees rising assets in sinking floats

On paper, the AdvisorShares Trim Tabs Float Shrink ETF (TTFS) looks like the perfect means of tapping into the supply-and-demand fundamentals of the stock market. And based on last year's 42.4% gain, it would appear the 27-month-old, $105 million ETF is actually on to something.

By Jeff Benjamin
RETIREMENT PLANNING JAN 30, 2014
Doing complex Medicare and tax bracket math

Just as advisers have to become experts in learning the best Social Security claiming strategies, they need to learn how Medicare and tax rules could affect their clients' bottom line in retirement.

By MFXFeeder
ALTERNATIVES JAN 30, 2014
Finra turns its ever-watchful eye on frontier funds

Finra turns its ever-watchful eye on frontier funds amid concern that risks are inadequately disclosed to retail investors.

By Jason Kephart
LIFE INSURANCE AND ANNUITIES JAN 30, 2014
House approves bill to streamline insurance licensing

Advisers registered in one state could join new organization and sell insurance in other states.

By Mark Schoeff Jr.
ALTERNATIVES JAN 30, 2014
Schorsch in $2.3B net-lease deal with Inland American

High-profile real estate investor Nick Schorsch moves to the sidelines of the net-lease business with a $2.3 billion bang. Bruce Kelly has the story.

By Bruce Kelly
ALTERNATIVES JAN 30, 2014
Inland Real Estate taps a rival exec to be CEO

Once the dominant player in nontraded REITS, firm picks new chief for new perspective.

By Bruce Kelly