Investing

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Critics say floating NAV would sink money funds as retirement vehicles
MUTUAL FUNDS NOV 13, 2012
Critics say floating NAV would sink money funds as retirement vehicles

Industry groups change tactics in bid to scuttle restrictions proposed by SEC

By Mark Schoeff Jr.
Acid test? Lobbying dollars may neutralize Schapiro's money fund reform
MUTUAL FUNDS NOV 13, 2012
Acid test? Lobbying dollars may neutralize Schapiro's money fund reform

SEC boss faces tall task as fund companies spend big bucks to stave off tougher regs

By John Goff
Managed futures fund finds a way to hide some fees
ALTERNATIVES NOV 12, 2012
Managed futures fund finds a way to hide some fees

Operational shift allows managed futures fund to stop disclosing some fees and show lower expense ratio.

By JKEPHART
EQUITIES NOV 12, 2012
Better return with less risk? Dividend-paying small-caps pay off

About 900 companies to choose from; nearly 11% annualized return

By Jeff Benjamin
EQUITIES NOV 12, 2012
One way to find value: Buy the ugly ducklings

Portfolio manager Kent Croft looks past negative noise to concentrate on finding out-of-favor stocks

By Bloomberg
ALTERNATIVES NOV 12, 2012
Behringer Harvard hit with suit

One of the largest nontraded REITs has been sued by an investor in a potential class action, with the investor alleging negligence and a breach of fiduciary duty.

By Bruce Kelly
ALTERNATIVES NOV 12, 2012
Behringer Harvard REIT I seeking strategic opportunities

Behringer Harvard REIT I Inc. has taken a telltale step toward a liquidity event by internalizing the management team, according to a filing with the SEC.

By Jeff Benjamin
Goldstein gives SEC an 'F' for Reg D stall
ALTERNATIVES NOV 12, 2012
Goldstein gives SEC an 'F' for Reg D stall

In a comment letter, Phillip Goldstein lampoons the SEC for its delay in allowing hedge funds to advertise private placements.

By DJAMIESON
ALTERNATIVES NOV 12, 2012
Behringer Harvard opportunity fund under water

A prominent property investment company's opportunity fund's 'liabilities are greater than its assets.' Clients will be informed on Friday.

By Bruce Kelly
Son of Buffett: Five-star fund follows the Oracle's lead
MUTUAL FUNDS NOV 12, 2012
Son of Buffett: Five-star fund follows the Oracle's lead

Cook & Bynum mimic value style of Berkshire boss; few stocks make the cut

By Jeff Benjamin
EQUITIES NOV 11, 2012
Gold, cash seen benefiting from wrangling in D.C.

By MFXFeeder
MUTUAL FUNDS NOV 11, 2012
Tax-managed funds back in the spotlight

By JKEPHART
MUTUAL FUNDS NOV 11, 2012
Flight from bond funds on the runway?

By Bloomberg
EQUITIES NOV 11, 2012
Small-cap players dominated the field in past year

By Melanie Zanona
FIXED INCOME NOV 11, 2012
Tax-managed funds back in the spotlight

By JKEPHART
LIFE INSURANCE AND ANNUITIES NOV 11, 2012
Buffett biographer: Don't invest in 'stuff'

By Liz Skinner
FIXED INCOME NOV 11, 2012
Fed's Williams says bond buying will spur growth

By Bloomberg
RETIREMENT PLANNING NOV 11, 2012
Women willing to ask for directions

By MFXFeeder
RETIREMENT PLANNING NOV 09, 2012
Does The Hartford's VA buyout offer make sense for clients?

Could see more takers than buybacks proposed by rivals; 'great option if you're on your deathbed'

By Darla Mercado
RETIREMENT PLANNING NOV 09, 2012
ING launches lifetime income practice management program

Pre-packaged seminars on key topics designed to attract and retain pre-retiree clients

By Mary Beth Franklin