Investing

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Advisers telling wealthy clients to sell before 2013
EQUITIES NOV 09, 2012
Advisers telling wealthy clients to sell before 2013

Rest of 2012 amounts to last-chance sale on federal tax rates

By Gregory Crawford
RETIREMENT PLANNING NOV 09, 2012
'Slap' to reps as Jackson National cuts VA features on short notice

Reps are none too thrilled with Jackson National's cuts to some VA features, particularly since the carrier offered only a few days' notice before the changes take effect. Said one harried adviser: "It's offensive."

By Darla Mercado
RETIREMENT PLANNING NOV 09, 2012
Choli rollers: Aviva to settle charges in alleged church insurance scam

Insurer originally sought $2.1 million in case involving 131 parishioners; only two defendants left

By Darla Mercado
With VA bennies being jettisoned, customers hop on indexed annuities
RETIREMENT PLANNING NOV 09, 2012
With VA bennies being jettisoned, customers hop on indexed annuities

Search for guaranteed income boosts sales; rising stock market fails to lift VAs

By Darla Mercado
Investors see better days ahead — but standing pat now: BlackRock
EQUITIES NOV 08, 2012
Investors see better days ahead — but standing pat now: BlackRock

Fiscal cliff, asset allocation are biggest worries, survey finds

By JKEPHART
Higher taxes = less retirement savings: IRI survey
RETIREMENT PLANNING NOV 08, 2012
Higher taxes = less retirement savings: IRI survey

Majority of boomers say a rise in marginal rates and FICA would crimp their ability to put money away

By Darla Mercado
It looks like a bond and smells like a bond, but it's an ETF
ETFS NOV 08, 2012
It looks like a bond and smells like a bond, but it's an ETF

iShares planning series of target-date exchange-traded funds that hold baskets of investment-grade bonds

By JKEPHART
FIXED INCOME NOV 08, 2012
Muni bond investing is becoming a minefield

By Neeraj Chaudhary
30 cities in California face ratings ax
FIXED INCOME NOV 08, 2012
30 cities in California face ratings ax

Moody's downgrade would effect $14B in munis; slow economic recovery cited

By John Goff
Kind of blue: Downbeat advisers telling clients to stash cash
EQUITIES NOV 08, 2012
Kind of blue: Downbeat advisers telling clients to stash cash

Only a third remain bullish on U.S. economy, Schwab survey finds; real estate, gold trumpeted

By DJAMIESON
Favorite stock of the rich? Not Berkshire
EQUITIES NOV 07, 2012
Favorite stock of the rich? Not Berkshire

Apple still the darling of the wealthy; ETF now No. 2

By John Goff
EQUITIES NOV 06, 2012
Chart of the day: How different industries will react to election results

LPL's Jeffrey Kleintop looks at sectors that will do favorably under Democrats or Republicans.

By Paul Menchaca
Suddenly, scores of emerging-market funds are emerging
EMERGING MARKETS NOV 06, 2012
Suddenly, scores of emerging-market funds are emerging

Calvert latest to launch cross-border offering; 547 funds available — and counting

By Jeff Benjamin
How to short politicians: Investing when Congress is resting
EQUITIES NOV 06, 2012
How to short politicians: Investing when Congress is resting

A strategy for betting against Washington

By Jeff Benjamin
Mary Beth Franklin: Talk health care to clients — or lose them
RETIREMENT PLANNING NOV 06, 2012
Mary Beth Franklin: Talk health care to clients — or lose them

New survey shows few advisers are confident discussing medical costs; big price for ignoring the topic

By Mary Beth Franklin
ETF fee war heats up some more as Schwab fires back
ETFS NOV 06, 2012
ETF fee war heats up some more as Schwab fires back

Brokerage lowers its charges in challenge to Vanguard; BlackRock on the same trail

By JKEPHART
Rochdale seeking rescue after Apple trades sour
EQUITIES NOV 05, 2012
Rochdale seeking rescue after Apple trades sour

Brokerage that employs bank analyst Dick Bove in advanced talks on deal.

By Gregory Crawford
ALTERNATIVES NOV 05, 2012
The unspoken cost of liquid alternatives

Retail products introduce a liquidity premium

By Jeff Benjamin
Flat COLA: Medicare hikes will offset Social Security increase
RETIREMENT PLANNING NOV 05, 2012
Flat COLA: Medicare hikes will offset Social Security increase

The Social Security Administration on Tuesday announced that the cost-of-living-adjustment for 2013 will be a measly 1.7%. And as Mary Beth Franklin points out, that small increase could be gutted by hikes in Medicare premiums.

By Mary Beth Franklin
ALTERNATIVES NOV 05, 2012
Taking the alternatives route to portfolio construction

By MFXFeeder