Mutual funds that invest in real estate investment trusts paid off in a big way for investors last year — as long as they stayed within the United States. The average domestic real estate mutual fund returned more than 6% last year, about 400 basis points more than the S&P 500.
Total Return Fund boss reverses course, boosts holdings of government paper to 30%
MetLife Inc. must defend a lawsuit by the beneficiary of a policy who claimed the insurer paid $302,000 to the wrong person.
Caplan oversees $83 million acquisition of flat-fee VA seller; targets RIAs
Bill Gross is backing away from Pacific Investment Management Co.'s outlook for a “new normal” after lagging behind the majority of his peers during the biggest bond-market rally in nine years.
His research shows returns have dipped substantially since the 1990s; compensation eating into payouts
There's no need for shareholders of DWS Investments' mutual funds to rush to the exits.
A 12-year-old coffee mug has a permanent place on the right corner of my office desk. Given to me by an Allianz executive to commemorate PIMCO's marriage in 1999, it reads: “You can always tell a German but you can't tell him much.”
Regulator fines Wells Real Estate unit $300K for misleading marketing; says distributor claimed Wells Timberland was a REIT when it wasn't
The Innovator Matrix Income Fund utilizes eight categories of pass-throughs to generate a return of 7%-9%.
Buying bonds for safety, when so many stocks are yielding such attractive dividends, is a losing strategy: Ave Maria manager.
U.S. workers' health insurance premiums rose 63% between 2003 and 2010 as employers shifted more of the burden of rising medical costs to individuals and families, according to a study from The Commonwealth Fund
Last week, the S&P 500 pulled back by less than 2% - certainly not sufficient to clear the overvalued, overbought, overbullish, rising-yields syndrome that we observe in the market, but enough to bring our estimate of S&P 500 10-year total returns from an expected 3.06% to an expected 3.25%.
If ever there was a time to embrace investments in alternatives, this is it.
Independent broker-dealers owned by insurance companies, once the dominant players of the industry, will continue to dwindle in size and importance over the coming decade, unable to keep pace with more nimble competitors that invest in, and increase, investment advisory services for reps.
Conglomerate acquires $7.5B in accounts from insurer; sale includes online banking platform
