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RETIREMENT PLANNING OCT 04, 2013
Health insurance exchange cost info released

Government also releases examples of how coverage could work.

By Darla Mercado
EQUITIES OCT 04, 2013
Stock rally returns match late-'90s run, but valuations lag

Returns from the stock market's four-year rally match those of the late-1990s advance, but valuations are lagging. Bulls say that means there's more room to run; bears have a compelling counter argument.

By Gregory Crawford
ETFS OCT 03, 2013
<font color=red>Morningstar's ETF conference</font> iShares, Vanguard top Morningstar ETF awards

Newer entrants capture a few but the giants expected to maintain stranglehold.

By JKEPHART
ETFS OCT 03, 2013
ETF managed portfolios continue strong growth

Advisers can't seem to get enough of exchange-traded-fund managed portfolios.

By Megan Durisin
MUTUAL FUNDS OCT 03, 2013
iShares takes next step to woo retail investors, fend off Vanguard

BlackRock's ETF unit extends its core series to include managed portfolios as it takes another step in its efforts to woo retail investors. And keep Vanguard at bay. Jason Kephart explains.

By JKEPHART
ETFS OCT 03, 2013
Vanguard stands firm amid rush to the ETF exits

Record $17.5B pulled in August but firm bucks trend with inflows.

By JKEPHART
FIXED INCOME OCT 02, 2013
Treasuries fall as investors speculate shutdown may end soon

Benchmark 10-year yields climb from almost the lowest level in seven weeks

By cmollison
FIXED INCOME OCT 02, 2013
Fuss beats bond competition - including Gross - by thinking like a stock picker

Loomis Sayles & Co.'s Dan Fuss left rival bond-fund managers including Bill Gross behind in his eighth decade, by using a style generally associated with bargain-hunting stockpickers.

By Matt Ackermann
EQUITIES OCT 02, 2013
Fed tapering decision could knock shares of LPL, RJ

Analyst says rally based on rising interest rates, a likelihood pushed into future.

By Bruce Kelly
RETIREMENT PLANNING OCT 02, 2013
Brash REIT boss hires his opposite

Hard-charging Schorsch hires white-shoe Roth to run broker-dealer.

By Bruce Kelly
ALTERNATIVES OCT 02, 2013
Advisor Group cuts ties with popular REIT sponsor

Advisor Group ends its selling agreement with nontraded REIT sponsor Cole Holdings, citing a $127M self-payment as a major factor.

By Bruce Kelly
ALTERNATIVES OCT 01, 2013
The great correlation: Is it finally over?

By JKEPHART
RETIREMENT PLANNING OCT 01, 2013
Gundlach to oversee $450M in annuities push

The manager of the top-performing DoubleLine Total Return Bond Fund, is expanding to variable annuities by subadvising a fund modeled after his flagship for Prudential Plc's Jackson National Life Insurance.

By Matt Ackermann
FIXED INCOME OCT 01, 2013
Gundlach's DoubleLine Fund has third month of net redemptions

Jeffrey Gundlach's DoubleLine Total Return Bond Fund, which has beaten 97% of rivals over the past three years, had its third straight month of net withdrawals as investors continued to flee bonds.

By Matt Ackermann
RETIREMENT PLANNING SEP 30, 2013
Magic retirement number is 66, but Medicare a key factor

New study finds employee and retiree health care coverage impacts length of working life

By Darla Mercado
RETIREMENT PLANNING SEP 29, 2013
Penn Mutual lays off team of wholesalers and relationship managers

Firm doesn't want 'too much' in variable annuity sales.

By Darla Mercado
ALTERNATIVES SEP 29, 2013
Alt gestalt: Greater allocation key

By Jeff Benjamin
RETIREMENT PLANNING SEP 29, 2013
Some could break even with Axa's latest VA buyout offers

By Darla Mercado
MUTUAL FUNDS SEP 29, 2013
Vanguard money funds paying capital gains

By Megan Durisin
MUTUAL FUNDS SEP 27, 2013
What worries bond guru Dan Fuss?

Hint: It isn't rising interest rates

By JKEPHART