Investing

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EMERGING MARKETS APR 01, 2012
Taming emerging-markets funds

By JKEPHART
ALTERNATIVES APR 01, 2012
Behringer investors receive minitenders for battered shares

By Bruce Kelly
MUTUAL FUNDS MAR 30, 2012
Schwab's target date funds in 'the hands of a novice': Morningstar

Analyst also blasts high management turnover and use of proprietary funds

By Darla Mercado
ALTERNATIVES MAR 30, 2012
Is the real estate downturn over?

By Jason Pride
Without housing revival, recovery lacks foundation: Fed adviser
RETIREMENT PLANNING MAR 30, 2012
Without housing revival, recovery lacks foundation: Fed adviser

Pall over property market a drag on economy, says William Strauss

By Jeff Benjamin
What do $220K and $154K have in common? Plenty, if you own a home
ALTERNATIVES MAR 30, 2012
What do $220K and $154K have in common? Plenty, if you own a home

Median price of a house has dropped whopping 30% from decade ago

By John Goff
Private REIT files to go public
ALTERNATIVES MAR 30, 2012
Private REIT files to go public

In a rarity, a nontraded real estate investment trust is preparing for an initial public offering after only four years as a private REIT.

By Bruce Kelly
Hartford offers wealth management boss Levenson $2M bonus to stay for 11 months
LIFE INSURANCE AND ANNUITIES MAR 29, 2012
Hartford offers wealth management boss Levenson $2M bonus to stay for 11 months

Hartford Financial Services has offered its head of wealth management, David Levenson, $2 million to stay on for another 11 months while it seeks a buyer for its life and 401(k) businesses.

By Doug Cubberley
Thanks to foreclosures, apartments now a hot property
ALTERNATIVES MAR 29, 2012
Thanks to foreclosures, apartments now a hot property

With foreclosures still mounting, ex-homeowners are moving into rental units in droves. But experts say construction of new apartment buildings can't keep up with demand. That little tidbit of information could be of some interest to savvy advisers and their clients.

By Bloomberg
Newest NBA rule: Players must provide their own (safety) net
RETIREMENT PLANNING MAR 28, 2012
Newest NBA rule: Players must provide their own (safety) net

Financial troubles of retired players sees union, league set up mandatory retirement savings plan

By John Goff
ALTERNATIVES MAR 28, 2012
If the lowly Dodgers fetched $2.3B, how much are the Yankees worth?

Media analyst says purchase price pushes Bronx Bombers value to nearly $3B

By John Goff
ALTERNATIVES MAR 28, 2012
Nontraded REIT files for initial public offering

By Bruce Kelly
Regulators to scrutinize nontraded business development companies
ALTERNATIVES MAR 28, 2012
Regulators to scrutinize nontraded business development companies

Coming Finra investor alert for business development companies could highlight concerns similar to those of nontraded REITs

By Bloomberg
Behringer Harvard client wants answers after seeing fund drop by 96%
ALTERNATIVES MAR 28, 2012
Behringer Harvard client wants answers after seeing fund drop by 96%

An investor has seen her real estate investment with Behringer Harvard Holdings drop by 96% and she is appealing to Finra for answers.

By Bloomberg
ALTERNATIVES MAR 28, 2012
Value of popular nontraded REIT hammered

By Bruce Kelly
Indie B-D reps flocking to fixed indexed annuities
RETIREMENT PLANNING MAR 27, 2012
Indie B-D reps flocking to fixed indexed annuities

Fixed indexed annuities were a hot product among independent broker-dealer reps last year as clients sought a safe-money alternative to CDs, made virtually worthless by low interest rates.

By Bloomberg
MUTUAL FUNDS MAR 27, 2012
2012 Lipper Awards: The three-year classifications

By Mark Bruno
ETFS MAR 27, 2012
Three-peat for Pimco's equity funds at Lipper Awards

Named best large equity fund company; Nuveen and GuideStone take home top awards

By Jason Kephart
LIFE INSURANCE AND ANNUITIES MAR 27, 2012
Special report: Variable annuities

A look at the latest trends in variable annuity sales and strategies.

By Paul Menchaca
RETIREMENT PLANNING MAR 27, 2012
The 25 largest variable annuity providers

By Mark Bruno