Investing

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ALTERNATIVES JUN 10, 2013
Treasure an art collection, but don't count on its financial appreciation

Using art, collectibles for college or retirement no winning strategy, advisers, experts say.

By Liz Skinner
ALTERNATIVES JUN 10, 2013
Treasure an art collection, but don't count on its financial appreciation

Using art, collectibles for college or retirement no winning strategy, advisers, experts say.

By Liz Skinner
ALTERNATIVES JUN 10, 2013
Liquidity could be a problem for liquid alts

But hedge funds chomping at the bit to break into the retail world.

By JKEPHART
ALTERNATIVES JUN 10, 2013
Thompson REIT fires accountant for failure to report key events

CEO Tony Thompson's reliability called into question for second time this month.

By Bruce Kelly
ALTERNATIVES JUN 10, 2013
Real estate maven Thompson in battle with his board over nontraded REIT's dividend

Tony Thompson blames a dividend cut at his nontraded REIT, TNP Strategic Retail Trust, on his independent board but the directors fire right back, calling his allegations false. Bruce Kelly has the latest.

By Bruce Kelly
MUTUAL FUNDS JUN 09, 2013
B-Ds pay $5.25M to settle charges

By Bruce Kelly
ALTERNATIVES JUN 09, 2013
Hedge liquidity debated

By JKEPHART
MUTUAL FUNDS JUN 09, 2013
Educate clients about money funds

By MFXFeeder
EQUITIES JUN 09, 2013
Not all dividends are created equal

By By Ben Zenouzi
RIA NEWS JUN 09, 2013
Dynasty offering insurance

By DJAMIESON
RETIREMENT PLANNING JUN 09, 2013
Brokers up in arms over The Hartford's VA plan

The Hartford is reining in investment options for some variable annuities, leaving advisers scrambling to find their clients who have them. That's raising worries about the amount of work — and potential liability — they may face.

By Darla Mercado
MUTUAL FUNDS JUN 09, 2013
Possible exodus from money funds

By Mark Schoeff Jr.
MUTUAL FUNDS JUN 09, 2013
SEC to try again on money market reform

With Mary Jo White at the helm, the SEC will try again at reforming money market funds. The new chairman is keeping her cards close to her chest but the industry is hopeful she'll play a good hand.

By Mark Schoeff Jr.
MUTUAL FUNDS JUN 09, 2013
Gaffney blazes her own trail

By JKEPHART
FIXED INCOME JUN 08, 2013
Take Five: Dan Fuss talks bond returns

Loomis Sayles vice chairman is feeling optimistic

By JKEPHART
ALTERNATIVES JUN 07, 2013
Frogs, football and financial assets

By MFXFeeder
RETIREMENT PLANNING JUN 07, 2013
Hartford's VA buyback an offer many clients can't refuse

Early reports suggest that The Hartford's buyback terms for some of its legacy VAs are extremely generous. How generous? Some clients can cash out early at full value.

By Darla Mercado
FINTECH JUN 06, 2013
The Takeaway: Don't be so sure about where rates are headed

By Joshua Brown
LIFE INSURANCE AND ANNUITIES JUN 06, 2013
AIG's Benmosche: Too big to fail tag no big deal

But CEO says regulators need to understand the business better.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES JUN 06, 2013
Too big to fail tag good for AIG, Pru shareholders, not customers

The Financial Stability Oversight Council has classified both AIG and Prudential as 'too-big-too-fail.' That's too bad for customers. Here's why.

By Darla Mercado