Investing

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ALTERNATIVES NOV 30, 2017
Texas REIT sues hedge fund boss Kyle Bass

United Development Funding alleges Mr. Bass made false claims that damaged its business

By Bruce Kelly
RETIREMENT PLANNING NOV 30, 2017
State of the long-term care insurance industry

The future is brighter than the storm clouds of the past

By David O'Leary
ALTERNATIVES NOV 30, 2017
Not all smart-beta funds are smart

Even funds that appear to target the same factor can look and perform quite differently.

By Bloomberg
ALTERNATIVES NOV 30, 2017
Alternative beta raises the bar on hedge funds

Markets, fee pressure and data analysis create a perfect storm.

By Yazann Romahi
MUTUAL FUNDS NOV 30, 2017
Morningstar-WSJ feud gives CFRA opening to challenge bigger rival's methodology

Smaller firm makes case for going beyond past performance when evaluating funds.

By John Waggoner
LIFE INSURANCE AND ANNUITIES NOV 29, 2017
Have annuity sales bottomed out?

Annuity sales have hit a 15-year low, primarily due to the Department of Labor's fiduciary rule.

By Greg Iacurci
MUTUAL FUNDS NOV 28, 2017
Vanguard rolls out actively managed factor ETFs

The six ETFs and one mutual fund, which will focus on volatility, value, momentum, liquidity and quality, mark a departure from the money manager's storied promotion of passive index funds.

By John Waggoner
OPINION NOV 28, 2017
Bank loans or high-yield bonds? Maybe both.

The asset classes may be more different than alike, which can benefit investors.

By Adam Schrier
RETIREMENT PLANNING NOV 28, 2017
Trump boosts tax plan with Obamacare assist

Legislation would restore Obamacare cost-sharing subsidies, which Trump said last month he would cut off.

By Bloomberg
FIXED INCOME NOV 22, 2017
Bond investors should prepare for string of rate hikes in 2018

But fund managers see no reason to panic, unless inflation suddenly takes off.

By Jeff Benjamin
EQUITIES NOV 22, 2017
Insiders may not have as much investing savvy as you think

CEOs and money managers sometimes have blind spots when purchasing their own company's stock or fund's shares.

By John Waggoner
RETIREMENT PLANNING NOV 22, 2017
Filial laws put kids on the hook for parents' health-care costs

The laws underscore the need for advisers to have clients consider a long-term-care planning strategy

By Greg Iacurci
ALTERNATIVES NOV 22, 2017
Nontraded BDC sales in worst year since 2010

The illiquid product's three-year decline is partially due to new regulations and poor performance.

By Bruce Kelly
ALTERNATIVES NOV 21, 2017
Nontraded REITs to post worst sales since 2002

The industry is on track to raise just $4.4 billion, well off the $19.6 billion it raised just four years ago, as new regulations hinder sales.

By Bruce Kelly
EQUITIES NOV 21, 2017
Advisers predict volatility will rise

Eaton Vance survey finds greater confidence among certain advisers.

By InvestmentNews
RETIREMENT PLANNING NOV 20, 2017
Wells Fargo sees big TDF outflows from mutual funds

The Wells Fargo Target 2020 Fund (WFOBX) ranks in the bottom 15% among peers when looking at five-year total returns.

By Greg Iacurci
ALTERNATIVES NOV 16, 2017
Jeffrey Gundlach attacks break for hedge funds in tax plan

DoubleLine Capital executive says he's 'appalled' by the continuation of carried-interest break.

By Bloomberg
RETIREMENT PLANNING NOV 16, 2017
HSAs next cash cow for 401(k) plan advisers: expert

'It is one of the areas that will be the rocket booster in 2018,' suggests consultant Peter Stahl.

By Mark Schoeff Jr.
RIA NEWS NOV 15, 2017
Schwab execs sound off on Bitcoin, HSAs and Morgan Stanley exit from broker protocol

Government likely to rein in popular cryptocurrency, health savings accounts will grow, and wirehouse's decision on recruiting agreement called a mistake.

By Mark Schoeff Jr.
LIFE INSURANCE AND ANNUITIES NOV 15, 2017
Finra fines Horner Townsend & Kent $275,000 over VA sales

Firm also censured for failure to supervise share class recommendations.

By InvestmentNews