Investing

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RETIREMENT PLANNING JUL 18, 2013
Life insurance would get a boost from Obama IRA cap plan

By Darla Mercado
MUTUAL FUNDS JUL 17, 2013
Virtus defies expectations

The asset management company's shares have soared as its fund offerings have grown

By AOSTERLAND
MUTUAL FUNDS JUL 17, 2013
Fidelity's William Danoff goes all in to beat index

Contrafund boss one of the last gunslinger stock pickers; will what he corrals be OK?

By JKEPHART
MUTUAL FUNDS JUL 17, 2013
Active share shines light on funds' alpha potential

Portfolio managers need to put some distance between their holdings and their benchmarks

By JKEPHART
FIXED INCOME JUL 17, 2013
Bond investors head for exits

The great skedaddle has forever changed view of debt instruments as safe haven

By JKEPHART
EQUITIES JUL 17, 2013
Coaxing boomers to keep investing

Advisers must convince clients they need assets besides cash and fixed income to sustain retirement

By Craig Brimhall
ALTERNATIVES JUL 17, 2013
Nontraded-REIT party is about to commence

A half dozen nontraded REITs are planning 'liquidity events' that could float investors' boats. Bruce Kelly has the details.

By Bruce Kelly
FIXED INCOME JUL 16, 2013
TIPs trip Gross — but Gundlach doesn't fall for it

DoubleLine boss Jeffrey Gundlach has managed to steer clear of the Treasury securities that tripped up Pimco's Bill Gross this year.

By John Goff
RETIREMENT PLANNING JUL 16, 2013
Reps responsible for variable annuity guidance: Regulators

Regulators are stressing that reps are on the hook and suitability rules apply when discussing variable annuities. Darla Mercado explains.

By Darla Mercado
FIXED INCOME JUL 16, 2013
Floating-rate bank loans darlings of fixed-income world

Investors consider category as higher quality than junk bonds

By Jeff Benjamin
RETIREMENT PLANNING JUL 16, 2013
The Hartford's rich VA buyout a lone rider

The Hartford's generous VA buyout deal is creating a buzz in the industry. Just don't expect other carriers to follow suit.

By Darla Mercado
FIXED INCOME JUL 15, 2013
Fed officials intensify effort to curb surge in rates after Bernanke comment

After investors interpreted Fed Chairman Ben Bernanke's recent comments as signaling a sooner-than-expected end to central bank bond buying, Fed officials have sought to alter that view and halt the surge in interest rates.

By Gregory Crawford
FIXED INCOME JUL 14, 2013
Learning to ditch the training wheels

By MFXFeeder
ALTERNATIVES JUL 14, 2013
Reg D advertising for public gets OK

By Mark Schoeff Jr.
FIXED INCOME JUL 14, 2013
High anxiety over muni exemption cap

Tax break one of the 'sacred cows' being eyed by lawmakers

By Jeff Benjamin
Berkowitz bets on Fannie Mae, Freddie Mac
EQUITIES JUL 12, 2013
Berkowitz bets on Fannie Mae, Freddie Mac

Betting on Congress to do anything is about as risky a bet as you can make, but Bruce Berkowitz is willing to make it.

By Andrew Osterland
ETFS JUL 11, 2013
Fee war redux? State Street ETFs undercut iShares and Vanguard

Russell 1000, 2000 and 3000 funds cheapest on the market

By JKEPHART
FIXED INCOME JUL 11, 2013
Strong jobs report suggests sooner-than-expected end to bond purchases

Economists say the strong jobs report suggests Fed chief Bernanke could begin tapering bond purchases as soon as September.

By Gregory Crawford
ALTERNATIVES JUL 10, 2013
Bosses of broker-breaker Provident Royalties get prison time

Four top executives of private-placement Ponzi scheme Provident Royalties were sentenced to prison, bringing to a close one of the most sordid tales in the history of alternative investments.

By Bruce Kelly
MUTUAL FUNDS JUL 10, 2013
Passive investing movement hits target date funds

Passively managed target date funds outsold actively managed target date funds for the first time last year. Will the trend continue?

By JKEPHART