Investing

Displaying 16866 results
EQUITIES JUN 08, 2014
Investors rush to safety in gold as Iraq falls

What's for <i>Breakfast with Benjamin</i>? The Iraq crisis hits another asset but in a good way. Plus: Oil spikes to nine-month high, a looming student loan crisis, how Goldman cashed out early on Alibaba, and a tribute to dads.

By Jeff Benjamin
ETFS JUN 07, 2014
Face value: Look inside iShares' expanded core series

The expansion of iShares Core brings down expense ratios but doesn't eliminate the need for solid due diligence.

By Todd Rosenbluth
ETFS JUN 07, 2014
Be careful with leveraged ETFs

Investors considering using ETFs that seek to magnify return of a given index need to understand the risks, says S&amp;P Capital IQ's Todd Rosenbluth.

By Todd Rosenbluth
LIFE INSURANCE AND ANNUITIES JUN 06, 2014
Fixed-annuity sales rise even though rates are rock-bottom

Popular products promise guaranteed 2% interest &amp;ndash; beating returns for certificates of deposit

By Darla Mercado
RETIREMENT PLANNING JUN 06, 2014
Fixed annuity sales receiving added scrutiny from Finra

By Darla Mercado
RETIREMENT PLANNING JUN 06, 2014
MetLife to get back in variable annuity game despite first quarter declines

Even after 54% drop in VA sales over the last year, the carrier is optimistic about sales with new mix of products.

By Darla Mercado
EQUITIES JUN 06, 2014
BNY Mellon more valuable with asset management unit spun off: Analysts

At annual meeting, CEO faces down analysts who say shareholders would gain more value if the big bank broke off Mellon.

By Trevor Hunnicutt
RETIREMENT PLANNING JUN 06, 2014
The latest in annuities strategies

A new report offers a look into the popularity behind indexed and structured product annuities

By Andrew Leigh
EQUITIES JUN 05, 2014
American Realty Capital Healthcare Trust being acquired by Ventas

Newly listed American Realty Capital Healthcare Trust being snapped up by giant health care REIT Ventas in a stock and cash deal valued at $2.6 billion.

By Bruce Kelly
ALTERNATIVES JUN 05, 2014
Schorsch's RCAP to raise $466 million in secondary offering

Broker-dealer using proceeds, in part, for pending acquisitions and possible new ones.

By Bruce Kelly
ALTERNATIVES JUN 05, 2014
KBS REIT II to offer dividend upon sale of Chicago office building

Firm to offer another way besides public listing for REIT sponsors to provide liquidity to investors.

By Bruce Kelly
ALTERNATIVES JUN 05, 2014
Giant Inland American REIT is focus of California inquiry

Regulator wants clarity about Inland American's share value in recent buyback

By Bruce Kelly
RETIREMENT PLANNING JUN 05, 2014
Nontraded REIT returns: Where to put cash now?

The independent broker-dealer industry fattened up last year on the sale of nontraded real estate investment trusts. The question hanging over IBDs now is whether advisers are prudently reallocating the money of clients who are invested in nontraded REITs, particularly as the trusts continue to perform well and return capital to investors through listings or mergers.

By Bruce Kelly
EQUITIES JUN 05, 2014
Vanguard, Schwab take different approaches to HFT

Divergent tone of the two famously cost-conscious investment firms illustrate the contentious nature of the technical and political debate over high-frequency trading.

By Trevor Hunnicutt
EQUITIES JUN 04, 2014
Talk of a recession is way overblown

For <i>Breakfast with Benjamin</i> today: Regis as a hedgie? Plus: No recession in sight; keeping it loose in Europe; debating monkey business; a Pimco PM hangs it up for a food truck and complaining about gas prices.

By Jeff Benjamin
ALTERNATIVES JUN 04, 2014
LPL hit with Finra fine for alternative investment sales

Products include nontraded REITs, oil and gas partnerships, BDCs, hedge funds and managed futures.

By Bruce Kelly
LIFE INSURANCE AND ANNUITIES JUN 04, 2014
Lincoln National: Variable annuity sales are up, and there's still room to grow

Lincoln National's variable annuity deposits hit $3.4 billion at the life insurer during the third quarter, reflecting a 56% increase from the year-ago period, but execs want to shift more to contracts without living benefits.

By Darla Mercado
RETIREMENT PLANNING JUN 04, 2014
Demand forces Jackson National to halt VA exchanges temporarily

Seven-week block applies only to products with guaranteed living benefits, not fixed and indexed annuities.

By Darla Mercado
ALTERNATIVES JUN 04, 2014
TIC awards show brokers still grappling with real estate bubble fallout

Arbitration awards have been flat for two years but two big ones looming on the horizon show brokers still grappling with real estate bubble fallout.

By Bruce Kelly
EQUITIES JUN 03, 2014
A milestone day

Friday's <i>Breakfast with Benjamin</i> menu: A big jobs report, commemorating D-Day. Plus: The SEC tackles HFT, Bill Gross and cell phones, BofA's big fine and ranking the horses.

By Jeff Benjamin