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EQUITIES SEP 20, 2013
Despite market reaction, Bernanke's head fake is a bad sign

Continuing QE is both an economic and psychological drag

By Jeff Benjamin
MUTUAL FUNDS SEP 20, 2013
Image repair: Mutual funds still recovering 10 years after scandal

In the 10 years since then-New York AG Eliot Spitzer charged a Bank of America mutual fund with late trading, kicking off the mutual fund scandal, some advisers still feel duped. Jeff Benjamin has the story.

By Jeff Benjamin
ALTERNATIVES SEP 20, 2013
Joined at the hips? Mortgage REIT woes doing a number on mortgage bonds

Portfolio sell-off by large property trusts hammering debt securities tied to mortgages

By lkonish
LIFE INSURANCE AND ANNUITIES SEP 19, 2013
Should advisers rethink life insurance in same-sex estate plans?

Life insurance was a primary source of estate planning and wealth enhancement for gay couples, but new rulings could force advisers to reevaluate

By Darla Mercado
FIXED INCOME SEP 18, 2013
Bond investors lose faith in Fed guidance

Bond investors are losing confidence in the Federal Reserve's pledge to keep benchmark interest rates at about zero into 2015 as the U.S. economy accelerates.

By Matt Ackermann
EQUITIES SEP 18, 2013
Taper next week? No big deal, investors say

A new polls finds that most investors don't think the markets will be roiled if the Federal Reserve begins to cut back its asset purchases - the much talked-about tapering - next week. Is a rally possible?

By Gregory Crawford
EQUITIES SEP 18, 2013
The Takeaway: Anybody home? Wall Street gurus nap through four-year rally

By Joshua Brown
MUTUAL FUNDS SEP 17, 2013
Big asset managers propose new 'retail investor' definition for money-fund reform

Claim that carving out institutional investors would limit runs on money funds during market stress.

By Mark Schoeff Jr.
ALTERNATIVES SEP 17, 2013
Clients ready to listen to advisers on alternative investments

Still fear a client's look of horror when you recommend alternative investments? Think again. Investors are ready to listen.

By Liz Skinner
EQUITIES SEP 17, 2013
Investors hearing the call of equities

Is the 'great rotation' beginning with the high net worth crowd?

By Michael Shagrin
RETIREMENT PLANNING SEP 17, 2013
N.Y. insurance chief knocks life insurers for cutting capital reserves

Lawsky says companies operating in the state can't use modified model to calculate cushion.

By Darla Mercado
RETIREMENT PLANNING SEP 17, 2013
Preparing retirees for QE tapering

By MFXFeeder
ALTERNATIVES SEP 17, 2013
Affluent investors bet on farms, rail cars amid hunt for yield, income

Wealthy investors are putting money into farms, timberland and other uncommon investments as they hunt for yield. These assets, mostly the domain of pension funds and endowments, come with big risks.

By Gregory Crawford
MUTUAL FUNDS SEP 17, 2013
Reserve Primary Fund settles shareholder suit for $54.9M

By Matt Ackermann
FIXED INCOME SEP 17, 2013
Fund firms having 'that talk' with clients about bonds — but is it too late?

Bond fund firms scramble to keep investors from bailing out

By Jeff Benjamin
RETIREMENT PLANNING SEP 17, 2013
Risk altered as private equity moves into insurance

By Bloomberg
LIFE INSURANCE AND ANNUITIES SEP 17, 2013
Railroad in Kazakhstan? Insurers getting bolder with annuity investments

PE firms, Wall Street giants taking bolder approach after acquiring carriers; 'troubling role'

By John Goff
FIXED INCOME SEP 16, 2013
Pimco's El-Erian says Fed to end easing to prevent excessive risk taking

He says the Fed sees the economy healing and aims to prevent unintended consequences of its monetary policy.

By Matt Ackermann
EMERGING MARKETS SEP 15, 2013
Emerging-markets bond rout?

By Bloomberg
MUTUAL FUNDS SEP 15, 2013
Plaintiffs join lawsuit against Fidelity on profit-sharing plan

Conflicts of interest 'pretty obvious,' lawyer says but firm says suit lacks merit.

By Darla Mercado