Investing

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ALTERNATIVES JUL 01, 2013
Liquidity liquidity everywhere: Schorsch taking REIT brokerage public

It's good times in the nontraded REIT industry. The lastest sign: ARCP boss Nick Schorsch plans to stage yet another 'liquidity' event — this time, taking a REIT brokerage public.

By Bruce Kelly
MUTUAL FUNDS JUL 01, 2013
Fidelity target date funds draw fire from consulting firm

Center for Due Diligence says performance of fund giant's TDFs lags large competitors'

By Darla Mercado
EQUITIES JUN 28, 2013
The Takeaway: Record hit to ETFs in June: $13B yanked

By Joshua Brown
EQUITIES JUN 28, 2013
The Takeaway: So if we're all selling stocks, bonds and gold, where are we putting our money?

By Joshua Brown
ALTERNATIVES JUN 27, 2013
Three REITs set merger to create $3.5B portfolio

Apple REITs follow through on plan floated in June.

By Michael Shagrin
RETIREMENT PLANNING JUN 27, 2013
Bond market fears igniting interest in fixed annuities

The bond market's struggles have ignited investor interest in fixed annuities, though the products come with warnings, as insurers deal with the same rate pressure as bond owners.

By Darla Mercado
EQUITIES JUN 27, 2013
Stocks' secret weapon? Buybacks at five-year high

Corporate repurchases seen providing support for equities; 'definitely been helpful'

By John Goff
ALTERNATIVES JUN 27, 2013
B-Ds reining in sales of alternatives

Broker-dealers, feeling the heat from regulators, are changing how they sell alternatives. Bruce Kelly has all the details.

By Bruce Kelly
FIXED INCOME JUN 27, 2013
The many perils of munis

The muni bond market can be fertile investment ground but advisers need to watch where they invest. Why? Exhibit A: The SEC's suit against Harrisburg, Pa.

By MFXFeeder
ALTERNATIVES JUN 27, 2013
Apple REIT Six OKs merger

Latest nontraded property trust to announce liquidity event

By Bruce Kelly
EQUITIES JUN 27, 2013
Comparing Apple to Apple: IPad maker's stock or bond the better bet?

With the market going crazy for the technology giant's $17B bond offering, the question is: Is Apple's equity or debt the better bet?

By AOSTERLAND
FIXED INCOME JUN 26, 2013
Bernanke talks — but advisers way ahead of the yield curve

Moved clients out of long bonds months ago; 'running in front of a steamroller'

By Jeff Benjamin
RETIREMENT PLANNING JUN 26, 2013
Next benefit fortress to fall: Employee health insurance

By Mary Beth Franklin
RETIREMENT PLANNING JUN 26, 2013
Retiree health care nut drops by $20k — but hold the parade

Economy, Medicare factor into new Fidelity forecast but decline is only temporary

By Darla Mercado
EQUITIES JUN 25, 2013
The Takeaway: Did you buy the dip? Guess who did?

By Joshua Brown
EQUITIES JUN 25, 2013
Stock rally in the middle innings: Fisher

Billionaire investor calls end to Fed's QE program bullish.

By Gregory Crawford
FIXED INCOME JUN 25, 2013
Which way for bonds?

Pimco's Bill Gross discusses mapping a path forward

By Bill Gross
EQUITIES JUN 24, 2013
The Takeaway: This adviser is done with Facebook — and his post about it has gone viral

By Joshua Brown
EQUITIES JUN 24, 2013
Institutions pessimistic on alt holdings

By JKEPHART
ALTERNATIVES JUN 24, 2013
Institutions pessimistic about alternatives

But they are more bullish about equities, Natixis survey shows

By JKEPHART