Investing

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ALTERNATIVES MAR 03, 2013
Volatile markets call for flexibility

A long-short approach can help navigate uncertainty but requires particular attention

By Charles Kantor
EMERGING MARKETS MAR 03, 2013
Forex to the fore as Pimco tackles emerging markets

The Pimco Emerging Markets Full Spectrum Fund makes it easier for financial advisers to get access to all the flavors of emerging-markets debt

By JKEPHART
MUTUAL FUNDS MAR 03, 2013
Suit raises questions about fees on subadvised funds

Excessive-fee claim challenges precedent that protects managers

By Bloomberg
ETFS MAR 03, 2013
PowerShares makes powerful push with innovative ETFs

Larger rivals have forced others to develop niche products tied to everything from steel to India to pharmaceuticals

By Lynne Marek
EQUITIES MAR 03, 2013
Seeking income in a low-rate world

Dividend-paying stocks, bank loans, short-term Treasuries also can provide an inflation hedge

By Mark Okada
MUTUAL FUNDS MAR 03, 2013
OppFunds nabs ex-Columbia team for value funds

Seeks performance boost to show the worth of active management

By JKEPHART
RIA NEWS MAR 03, 2013
Two MetLife B-Ds on Cetera's radar

Company is said to be pursuing an acquisition of one or more broker-dealers

By Bruce Kelly
EQUITIES MAR 03, 2013
Motif provides investors with investment themes, advisers should take note too

By Janowski Davis
RETIREMENT PLANNING MAR 01, 2013
Are VA settlements a good deal?

By Darla Mercado
RIA NEWS MAR 01, 2013
Fee-based products attract attention

By AOSTERLAND
Little guys win big at Morningstar Manager of the Year awards
MUTUAL FUNDS FEB 28, 2013
Little guys win big at Morningstar Manager of the Year awards

Boutique managers named best stock managers of 2012.

By JKEPHART
RETIREMENT PLANNING FEB 28, 2013
OppenheimerFunds seeks to rebuild retirement plan cred

By Darla Mercado
MUTUAL FUNDS FEB 27, 2013
Money for nothing? Suit raises questions about fees on subadvised funds

Claim investment manager's take excessive for the service provided

By John Goff
FIXED INCOME FEB 27, 2013
Finra bond warning a real worrier

Finra has warned about a possible route in the bond market. This speaks volumes about the dangers debt-holders are actually facing.

By DJAMIESON
ETFS FEB 27, 2013
<font color=gray>Inside ETFs Live</font> Indexers scoff at 'actively managed ETF'

By JKEPHART
ETFS FEB 27, 2013
Pimco plans to launch currency ETF

New offering isn't a clone of an existing fund; some wonder about lack of manager star power.

By JKEPHART
EQUITIES FEB 27, 2013
Stocks on a tear — what's an adviser to do?

This is the time for financial advisers to take an active role in helping clients navigate the confusion surrounding the state of the equities market.

By MFXFeeder
MUTUAL FUNDS FEB 27, 2013
Legendary fund manager goes from penthouse to outhouse

Heebner was at the bottom of the pack for four of the last five years; contrarian or just flat out wrong?

By Bloomberg
What Kenneth Heebner is buying and selling now
EQUITIES FEB 27, 2013
What Kenneth Heebner is buying and selling now

Star manager stocks up on Whirlpool, Cummins, unloads Ford

By FGabriel
FIXED INCOME FEB 26, 2013
Fallen star Heebner places astronomical bet against Treasuries

Big chunk of fund spent shorting Uncle Sam's debt; could be years 'before you got any pleasure out of it'

By John Goff