Even a puny rise in interest rates will slam current holders of U.S. debt; inflationary shock 'a high probability'
As the mutual fund industry continues to migrate toward the alternatives space, financial advisers might find individual fund selection among the more challenging parts of their job.
Battered in the past week, with $7B yanked from equity funds; history on investors' side
BlackRock Inc. may be touting its new indexed target date series, but it will face some tough competition from established players in the market.
Finra is putting the finishing touches on a rule proposal that would shorten the amount of time available to broker-dealers to come up with estimated valuation of a nontraded REIT
Industry observers think the Securities and Exchange Commission will have to backtrack on a proposal to increase the number of people regulated as municipal advisers
The REIT industry is guarding against a potential proposal from the Obama administration that would impose new taxes on partnerships and similar companies with more than $50 million in gross receipts that are currently exempt from corporate income tax.
For advisers whose clients may be invested in any of the some six dozen nontraded real estate investment trusts, here's something in the category of “it's about time”: liquidity
The worst may be over for municipal-bond funds
Citibank claims the Federal Reserve's reckoning of the muni market doesn't include $700B in bonds bought directly by individual investors. Why is this important? A), it underscores the lack of credible info about tax-exempt debt. And B), as one muni bond manager put it, 'Armageddon is not right around the corner.'
Pioneer muni fund sees increased interest, nice yields as angst subsides
Vice chairman of Beacon Trust signs on as chief research officer
