Morningstar Inc. is gauging the interest of brokerage firms and financial advisers in research coverage of nontraded real estate investment trusts
Independent research on growing market could help reps and advisers
Emerging market guru says inflation will force investors back into equities; 'bouncing along the bottom'
Having hit bottom, high-end hotels and industrial properties should thrive
Net inflows at five-year high; seekers of yield have few options
Warren E. Buffett's Berkshire Hathaway Inc. invested $23.9 billion in the third quarter, the most in at least 15 years, as he accelerated stock purchases and broadened the portfolio beyond holdings in consumer and financial companies
Patrick Evershed, a former New Star Asset Management Holdings Inc. fund manager, was bullied by company founder John Duffield, who called him a “criminal” and a “moron,” according to Mr. Evershed's lawyer
Italy's passage of belt-tightening measures Friday, coupled with its impending change of leadership, calmed immediate fears about Europe's debt crisis, but investors should brace for more eurozone turmoil in the weeks and months ahead
As Primerica Inc. prepares to add a fixed indexed annuity to its platform for the first time, the company faces the tall task of prepping its 82,000 representatives on the complicated savings product
Fee fiefdom losing ground to passively managed funds; low yields brings high scrutiny
Housing is inexpensive and should be attractive to legitimate buyers
With yields matching, even surpassing comparable Treasuries, municipals suddenly big with advisers
In-depth research shows little chance of domino effect after Jefferson County bankruptcy
A group of state insurance regulators voted last week to adopt amendments to an annuity disclosure model that would give customers a detailed breakdown of product features
Loomis Sayles fund manager says country will not exit the euro
The following is an edited version of an Oct. 12 speech by Paul Schott Stevens, president and chief executive of the Investment Company Institute, before the Rotary Club of Seattle
Citigroup Inc. has agreed to pay $285 million to settle federal allegations that its broker-dealer subsidiary misled investors about a complex $1 billion mortgage investment that the company was secretly betting would fail
