Investing

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EQUITIES MAY 29, 2013
Facebook second-worst IPO performer after share lock-up

Facebook Inc.'s 6.3% drop yesterday, after the end of restrictions on share sales by its biggest investors, was the second-largest post-lock-up decline among companies that have gone public since January 2011.

By Bloomberg
EQUITIES MAY 28, 2013
The Takeaway: The only investing pattern that matters

By Joshua Brown
ALTERNATIVES MAY 28, 2013
Investors, beware: housing market still has cracks

Investors should take note: the housing market still has its issues, notably rising mortgage delinquency rates for some homebuyers.

By Jeff Benjamin
EQUITIES MAY 28, 2013
This is no 1990s-style stock bubble

Shares not nearly as dear as they were during dot-com boom; less fear about CAPE ratio

By DJAMIESON
MUTUAL FUNDS MAY 28, 2013
Comparing the advantages of SMAs

By MFXFeeder
EQUITIES MAY 28, 2013
With Dow over 15,000, advisers telling clients: 'Curb your enthusiasm'

As the market soars to record highs, advisers try to temper client expectations amid worry of a stock pullback.

By Liz Skinner
ALTERNATIVES MAY 28, 2013
Finra plan could upend illiquid investment reporting

SRO offers options on valuing vehicles like nontraded REITS on account statements.

By Bruce Kelly
MUTUAL FUNDS MAY 26, 2013
Advisers shrug off proxy season in favor of cost, performance data

Advisers are shrugging off proxy season in favor of watching cost and performance data. This may not be the smartest course.

By JKEPHART
Family businesses hold huge value
ALTERNATIVES MAY 26, 2013
Family businesses hold huge value

Family-controlled public businesses often are viewed as financial dead ends for investors.

By David Marcus
RETIREMENT PLANNING MAY 26, 2013
All-bond VA from Pru gets tepid reception

By Darla Mercado
ALTERNATIVES MAY 26, 2013
Housing market still has cracks, Moody's says

Investors, beware: Delinquency rates are rising for some homebuyers, according to report

By Jeff Benjamin
MUTUAL FUNDS MAY 26, 2013
Active ETFs may boost closet indexers

By JKEPHART
ALTERNATIVES MAY 26, 2013
ETF follows famous hedgies' lead

Fund mirrors high-conviction bets by Paulson, Einhorn and the like

By MFXFeeder
ALTERNATIVES MAY 26, 2013
Schorsch is taking REIT B-D public

Industry maverick planning another liquidity event

By Bruce Kelly
INDEPENDENT BROKER DEALERS MAY 24, 2013
AIG completes Woodbury Financial Services deal

Insurer's B-D group now has more than 6,000 independent reps and advisers.

By Bruce Kelly
EQUITIES MAY 22, 2013
The Takeaway: The uselessness of money management

By Joshua Brown
EQUITIES MAY 22, 2013
Sometimes best strategy is to do nothing

Investors who wait patiently for opportunities before investing are likely to outperform.

By Jim Roumell
ALTERNATIVES MAY 22, 2013
Finra alerts broker-dealers to nontraded REIT info shortcomings

Finra warns broker-dealers on nontraded-REIT info shortcomings; sees misleading communications around distributions, risks.

By Bruce Kelly
Massachusetts sues LPL over nontraded REIT sales
ALTERNATIVES MAY 22, 2013
Massachusetts sues LPL over nontraded REIT sales

In what may be an ominous sign for indie B-Ds, Massachusetts sued LPL for dishonest business practices in the selling of a popular nonlisted property trust.

By Bruce Kelly
ETFS MAY 21, 2013
Exchange-traded notes could be next in SEC's push to simplify

The regulator may seek greater risk, valuation disclosures from banks.

By Gregory Crawford