Investing

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RETIREMENT PLANNING APR 28, 2013
Mutual fund costs for 401(k) plans still dropping

Don't look now, but gains in the stock market have kept pressure on the cost of mutual funds in 401(k)s. The popularity of index and no-load funds has helped, too.

By Darla Mercado
ALTERNATIVES APR 28, 2013
Cole III rejects latest offer from American Realty Capital

Cole Credit Property Trust III rejected the latest offer from American Realty Capital but CEO Nick Schorsch says he may bid again. Bruce Kelly explains the latest twist.

By Bruce Kelly
EQUITIES APR 26, 2013
7 tweets that moved markets

The fake AP tweet wasn't the only time tweets have moved markets. Just ask IN blogger Josh Brown, who's included on this list.

By Gregory Crawford
LIFE INSURANCE AND ANNUITIES APR 26, 2013
Life insurance a lifesaver for college?

More advisers are now considering it but some want the practice banned.

By Liz Skinner
RETIREMENT PLANNING APR 26, 2013
LPL ordered to pay $2M in restitution

Massachusetts Securities Division seeks payment to investors who bought shares of nontraded real estate investment trusts

By Bruce Kelly
RETIREMENT PLANNING APR 25, 2013
Facing sky-high LTC costs, clients nurse Medicaid hopes

But misunderstandings about the national program abound; poor planning can leave retirees in a bad place

By Darla Mercado
Ignoring women's health-care costs 'reckless': Experts
RETIREMENT PLANNING APR 25, 2013
Ignoring women's health-care costs 'reckless': Experts

By Liz Skinner
Mary Beth Franklin: Does LTC insurance still make sense?
RETIREMENT PLANNING APR 25, 2013
Mary Beth Franklin: Does LTC insurance still make sense?

Costs for long-term-care insurance are headed for the stratosphere. Mary Beth Franklin says alternative strategies may be a better deal for some clients.

By Mary Beth Franklin
MUTUAL FUNDS APR 24, 2013
Has Bob Doll got a fund — or nine — for you

Former BlackRock big launches a slew of large-cap stock funds for Nuveen; 'a complicated category'

By JKEPHART
EQUITIES APR 24, 2013
Stocks, real estate made 2012 a banner year for the wealthy

North America overtakes Asia as home to most millionaires but crown not likely to stay.

By AOSTERLAND
EQUITIES APR 24, 2013
The Takeaway: How did the rich get that way?

By Joshua Brown
ALTERNATIVES APR 24, 2013
Illiquid BDCs demand scrutiny

By Bruce Kelly
EQUITIES APR 24, 2013
Google the new Apple of big investors' eyes

Loss of institutional backing can grease the skids of a stock in decline.

By AOSTERLAND
EQUITIES APR 24, 2013
How will Apple regain its mojo? Watch

Smart timepiece may well be the new face of the company; hefty margins

By John Goff
RETIREMENT PLANNING APR 24, 2013
LPL beefing up its compliance in wake of Massachusetts suit

In the aftermath of a suit filed by Massachussets, LPL has reined in sales of nontraditional mutual funds.

By Bruce Kelly
MUTUAL FUNDS APR 23, 2013
Be leery of 'bondlike' claims of investment products

With clients desperately searching for yield, advisers need to be leery of the marketing claims associated with some fixed-income products, warns Bruce Kelly.

By Bruce Kelly
EMERGING MARKETS APR 23, 2013
WisdomTree to launch Japan ETF — with no exposure to yen

New offering will invest in small, dividend-paying companies

By JKEPHART
FIXED INCOME APR 23, 2013
Take Five: Muni mavin Ronald Bernardi on the tremors from Stockton

Trader says bankrupcty will likely shake up tax-exempt landscape in California

By Jeff Benjamin
EMERGING MARKETS APR 23, 2013
Gundlach sticks to his guns despite big drop in rival's Japan fund

DoubleLine's Jeffrey Gundlach says the Nikkei offers great long-term bets -- despite one fund's 5% hit on Monday

By JKEPHART
EQUITIES APR 22, 2013
Is 2013 a 2008 moment for bond investors?

Bond investors are going through something they've never experienced before: Their fixed-income portfolios are getting whacked. Many are fleeing — and may not come back for a long long time.

By JKEPHART