Investing

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Real estate might need a renovation, but it's still a good diversifier
ALTERNATIVES OCT 05, 2011
Real estate might need a renovation, but it's still a good diversifier

Investors are skittish about real estate investments due to the beating the sector took over the past few years, but are they worth another look?

By Lavonne Kuykendall
FIXED INCOME OCT 05, 2011
No clear end to Greek drama

Hang on for a rough ride as the European sovereign-debt crisis continues

By Dan Jamieson
ALTERNATIVES OCT 05, 2011
Private-equity firms increasingly turn to BDCs

Having little luck raising capital from institutional investors the old-fashioned way, private-equity firms are turning to the public markets, forming business development companies and other publicly traded vehicles to invest alongside shrinking private funds

By Arleen Jacobius
RETIREMENT PLANNING OCT 05, 2011
U.S. consumer bureau seeks input on military financial products

The U.S. Consumer Financial Protection Bureau is seeking public comment on financial products aimed especially at members of the military.

By Doug Cubberley
LIFE INSURANCE AND ANNUITIES OCT 04, 2011
Quest for yield fuels interest in risky investment vehicle

Yield-starved investors and their advisers are discovering a complex investment vehicle: annuities awarded in wrongful-death or injury lawsuits that are being sold as factored structured settlements

By Darla Mercado
Investors piling into stable-value funds — but not reading the fine print
MUTUAL FUNDS OCT 04, 2011
Investors piling into stable-value funds — but not reading the fine print

Many don't realize the restrictions that apply to such investments; 'stable-value, not guaranteed'

By John Goff
Disastrous bond rout just up the road, experts warn
RETIREMENT PLANNING OCT 04, 2011
Disastrous bond rout just up the road, experts warn

Even a puny rise in interest rates will slam current holders of U.S. debt; inflationary shock 'a high probability'

By John Goff
MUTUAL FUNDS OCT 04, 2011
Fund investors throw in towel

Mutual fund investors are running for cover

By Jeff Benjamin
RIA NEWS OCT 04, 2011
Variable annuities selling at fever pitch

Investors, attracted by the allure of guarantees, gobbled up variable annuities during the second quarter, placing some insurers on pace to beat estimates and bringing broker-dealers closer to pre-crisis VA sales levels

By Darla Mercado
More options make alpha bets easier
ALTERNATIVES OCT 03, 2011
More options make alpha bets easier

As the mutual fund industry continues to migrate toward the alternatives space, financial advisers might find individual fund selection among the more challenging parts of their job.

By Jeff Benjamin
MUTUAL FUNDS OCT 03, 2011
Growth Fund of America flags as U.S. standard-bearer

By Bloomberg
FIXED INCOME OCT 03, 2011
Bet on Bernanke's producing 'monster' gains

By Bloomberg
ALTERNATIVES OCT 03, 2011
Finra plan aims to bring nontraded-REIT pricing up to par

By Bruce Kelly
RIA NEWS OCT 03, 2011
Jackson National Life Insurance is No. 1 in adviser satisfaction

Financial advisers are stuck on Jackson National Life Insurance Co.'s variable annuities

By Darla Mercado
Emerging-markets funds suddenly 'very very cheap'
EMERGING MARKETS OCT 03, 2011
Emerging-markets funds suddenly 'very very cheap'

Battered in the past week, with $7B yanked from equity funds; history on investors' side

By John Goff
Now is not the time to be stock-shy: Cetera strategist
EQUITIES OCT 03, 2011
Now is not the time to be stock-shy: Cetera strategist

By Jeff Benjamin
Automatic enrollment reduces savings disparity among ethnicities
RETIREMENT PLANNING OCT 02, 2011
Automatic enrollment reduces savings disparity among ethnicities

By Darla Mercado
When talking to clients about annuities, think about demographics, says Allianz exec
RETIREMENT PLANNING OCT 02, 2011
When talking to clients about annuities, think about demographics, says Allianz exec

Advisers hoping to broach the topic of annuities with clients ought to step back from product features and focus on the greater context of longevity protection.

By Darla Mercado
RETIREMENT PLANNING OCT 02, 2011
Boomers ignorant about Medicare

By Lavonne Kuykendall
Vanguard throws very big hat into small-pension-plan ring
RETIREMENT PLANNING SEP 30, 2011
Vanguard throws very big hat into small-pension-plan ring

Index giant looks to break insurers' domination of bundled-plan space; 'last bastion' for carriers

By Darla Mercado