Investing

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Price war spreads to index funds as Fidelity slashes fees, minimums
ETFS JAN 03, 2013
Price war spreads to index funds as Fidelity slashes fees, minimums

Latest salvo in battle for market share

By JKEPHART
Citi, Merrill among firms settling over diversion of muni bond proceeds
FIXED INCOME JAN 02, 2013
Citi, Merrill among firms settling over diversion of muni bond proceeds

Five shops agree to $3.35 million Finra fines, $1.13 million in restitution.

By DJAMIESON
Timberland REIT takes axe to share price
ALTERNATIVES JAN 02, 2013
Timberland REIT takes axe to share price

On Monday, management at the very popular Timberland REIT took an ax to the trust's stock, lowering the per share valuation by 35%. Here's why.

By AOSTERLAND
MUTUAL FUNDS JAN 02, 2013
DoubleLine tries new fund idea in hot sector

By JKEPHART
EQUITIES JAN 01, 2013
Follow the money, again

A new white paper from Invesco's Richard Golod, Director, Global, Investment Strategies

By Invesco
EQUITIES JAN 01, 2013
Markets calm amid cliff talks

As the clock ticks down on the final day of 2012, the financial markets show a glimmer of hope that Washington will get its act together and reach some kind of agreement ahead of the year-end fiscal cliff.

By Jeff Benjamin
ALTERNATIVES DEC 30, 2012
The role of currency as an asset class

Frequent conversations with private clients reveal their desire to diversify into foreign currencies seeking to protect their purchasing power from a long-term decline in the value of the dollar. Yet, as a general rule, currencies as an asset class have not been embraced by private clients, and play no material role in their overall asset allocation. Why the disconnect? Samson Capital Advisors explores in this new white paper.

By Samson Capital Advisors
ICI, Chamber appeal CFTC mutual fund rule
ALTERNATIVES DEC 28, 2012
ICI, Chamber appeal CFTC mutual fund rule

Agency wants funds using commodities to register with it.

By Gregory Crawford
Big fund companies likely big winners in hedge fund ad rule
ALTERNATIVES DEC 28, 2012
Big fund companies likely big winners in hedge fund ad rule

Firms with alts like BlackRock, JPMorgan have muscle to seize the opportunity

By Gregory Crawford
RETIREMENT PLANNING DEC 27, 2012
Post-cliff, life insurance a tougher sell

Raising of estate tax exemption to $5M lessens need for policies that shield assets.

By Darla Mercado
Munis take worst pounding since Meredith Whitney
FIXED INCOME DEC 27, 2012
Munis take worst pounding since Meredith Whitney

More discussion of the Mayan calendar? Nope, those words were spoken today about the muni market, which is having its roughest time since Meredith Whitney's dire prediction in 2010.

By John Goff
FIXED INCOME DEC 27, 2012
The case against muni bonds

Munis look to be marginally unfavorable not because of state and city finance issues, but expected yields compared to other taxable bonds.

By Paul Menchaca
Latest round in Aviva-bashing case goes to agent
LIFE INSURANCE AND ANNUITIES DEC 27, 2012
Latest round in Aviva-bashing case goes to agent

Federal court rules in favor of agent who maintained sites critical of insurer, but who will get paid?

By Darla Mercado
ALTERNATIVES DEC 26, 2012
Nontraded REIT deal good news for shareholders

In putting together a deal for Apple REIT Six, Blackstone has given a boost to the trust's shareholders — and stemmed the recent tide of bad news for David Lerner Associates.

By Bruce Kelly
ETFS DEC 21, 2012
The Takeaway: The return of volatility and some investing lessons from 2012

All the news and views an advisor needs from around the web.

By Bloomberg
MUTUAL FUNDS DEC 21, 2012
Top dog among fund managers a bottom feeder

Oakmark's Herro generating stellar returns by buying cheap — and early; up 525% over past 20 years

By John Goff
iShares fee cuts pay off — with a little help from friends
ETFS DEC 21, 2012
iShares fee cuts pay off — with a little help from friends

Vanguard's index change giving advisers one more thing to think about.

By JKEPHART
INsider: Emerging markets ETFs just got complicated
MUTUAL FUNDS DEC 21, 2012
INsider: Emerging markets ETFs just got complicated

Largest fund switches indexes; meanwhile, alternative choice adds alternative

By JKEPHART
ETFS DEC 21, 2012
Stock ETFs steal the show in September

Best month of sales in more than three years, thanks to a rush into U.S. large-caps

By JKEPHART
Vanguard takes next leap in fee war with big index shift
ETFS DEC 21, 2012
Vanguard takes next leap in fee war with big index shift

Locked in a price war with rivals, Vanguard has deployed a new -- and dramatic -- tactic. The fund giant plans to switch the benchmarks for 22 funds. Why? To reduce the licensing fees the company pays, and thus its expense ratios.

By JKEPHART