Investing

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Fund fees not always what they seem
MUTUAL FUNDS JUL 18, 2012
Fund fees not always what they seem

Comparing expense ratios when selecting mutual funds is a good idea, but you need to know what's included in fees to make an accurate comparison.

By LKUYKENDALL
'Old load' image a load for American Funds
MUTUAL FUNDS JUL 18, 2012
'Old load' image a load for American Funds

Brand perception is keeping the fund giant from making inroads with RIAs, survey shows; 'hard to change people's thinking.'

By Jason Kephart
Fidelity fixated on fixed-income momentum
FIXED INCOME JUL 18, 2012
Fidelity fixated on fixed-income momentum

Fund firm rolling out more products, adding more portfolio managers; desire for capital preservation fueling the boom

By JKEPHART
MUTUAL FUNDS JUL 18, 2012
Time to close bond funds for investors' own good?

Clients are piling into bond funds at exactly the wrong time. If inflation kicks in, investors in longer term funds will be stuck with puny interest rates. They could sell, but likely at a big loss. No wonder some experts say it may be time to bar new investors from the funds.

By JKEPHART
State Street buys Goldman's hedge fund unit
ALTERNATIVES JUL 17, 2012
State Street buys Goldman's hedge fund unit

State Street now the world's largest hedge fund administrator with purchase of Goldman unit

By Jeff Benjamin
Surprise! California not No. 1 in Chapter 9 filings
FIXED INCOME JUL 17, 2012
Surprise! California not No. 1 in Chapter 9 filings

More munis go bust in Nebraska; five states acccount for the bulk of the bankruptcies

By John Goff
ALTERNATIVES JUL 17, 2012
Debacle at PFGBest is worst nightmare for client

By AOSTERLAND
ALTERNATIVES JUL 17, 2012
For faint of heart, AQR launches funds with beta blockers

By JKEPHART
ETFs on HGH? Fixed-income fund assets to grow six-fold
ETFS JUL 17, 2012
ETFs on HGH? Fixed-income fund assets to grow six-fold

BlackRock sees market for exchange-traded bond funds topping $2T in next decade

By John Goff
MUTUAL FUNDS JUL 17, 2012
Justin Leverenz: Oppenheimer Developing Markets Fund

Justin Leverenz never followed the crowd. While other students at the University of California, San Diego in the 1980s were studying Japanese, Mr. Leverenz, now portfolio manager of the $25 billion Oppenheimer Developing Markets Fund, began to learn Mandarin.

By Jason Kephart
First Apple REIT case goes against Lerner
ALTERNATIVES JUL 17, 2012
First Apple REIT case goes against Lerner

Finra arbitrator sides with claimants; more suits, cases pending

By AOSTERLAND
MUTUAL FUNDS JUL 17, 2012
Cost stance at Vanguard lures cash

By JKEPHART
ALTERNATIVES JUL 17, 2012
What to watch for when investing in master limited partnerships

In an environment where yields are low and the stock market is lackluster, MLPs offer much desired returns and some legitimate diversification.

By Jeff Benjamin
Buffett says muni bankruptcies set to climb as stigma lifts
FIXED INCOME JUL 16, 2012
Buffett says muni bankruptcies set to climb as stigma lifts

Warren Buffett, the billionaire chairman of Berkshire Hathaway Inc., said municipal bankruptcies are set to rise as there's less stigma attached after three California cities opted to seek protection just weeks apart.

By Doug Cubberley
FIXED INCOME JUL 16, 2012
How to prepare for rising Treasury rates, as if

Experts say keep maturities short, and go long on stocks; resolution in Europe could lead to quick uptick in rates

By John Goff
FIXED INCOME JUL 16, 2012
Stockton's default linked to pensions — and a big stock market gamble

Some stunning stats shed some light on the troubles in California town

By Jeff Benjamin
RETIREMENT PLANNING JUL 16, 2012
SEC official warns insurers about VA benefit exchanges

Variable annuities aren't the great deal they used to be, what with insurers pulling back on generous benefits and offering to exchange onerous payouts for a bump up in account values. But now, an SEC official has fired off a warning shot about such practices

By Darla Mercado
Finra: brokers must update client info even if they keep their VA
RETIREMENT PLANNING JUL 16, 2012
Finra: brokers must update client info even if they keep their VA

Will require that brokers perform reasonable due diligence to understand the nature of the recommended strategy or securities product and whether it's suitable

By Darla Mercado
Biggs sees U.S. market extending slump, Europe economy worsening
EQUITIES JUL 16, 2012
Biggs sees U.S. market extending slump, Europe economy worsening

Pain across the pond will drag down U.S. market for weeks to come, says investor Barton Biggs

By Doug Cubberley
Biggs boosts bullish bets on stocks to 90% net long
EQUITIES JUL 16, 2012
Biggs boosts bullish bets on stocks to 90% net long

Barton Biggs, the hedge-fund manager who increased bets on equities before the Standard & Poor's 500 Index rallied this year, is getting more bullish.

By Doug Cubberley