Investing

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ALTERNATIVES SEP 19, 2016
Smart beta finds fixed income

Plus: Here comes the bear market for bonds, Vanguard leads the way in net inflows this year, and Obamacare continues to crumble

By Jeff Benjamin
RETIREMENT PLANNING SEP 18, 2016
Advisers face big challenges in helping clients prepare for health-care costs in retirement

Longevity, rising costs make preparing a solid health-care budget next to impossible. <b>(Related read: <a href="//www.investmentnews.com/article/20160413/BLOG05/160419958/health-care-costs-squeeze-retirement-savings&quot;" target="&quot;_blank&quot;" rel="noopener">Health-care costs squeeze retirement savings</a>)</b>

By Greg Iacurci
LIFE INSURANCE AND ANNUITIES SEP 18, 2016
Top 20 life insurance firms ranked by direct premiums, market share

By Ellie Zhu
Blackstone jumps into nontraded REIT market
ALTERNATIVES SEP 16, 2016
Blackstone jumps into nontraded REIT market

By Bruce Kelly
Nontraded REIT sales fall off a cliff as industry struggles to adapt
ALTERNATIVES SEP 16, 2016
Nontraded REIT sales fall off a cliff as industry struggles to adapt

Adapting to regulatory changes has been a struggle, meaning the nontraded REIT industry's worst fears have come true.

By Bruce Kelly
ETFS SEP 15, 2016
Jack Bogle looks back on the 40th anniversary of the index fund

Vanguard's founder weighs in on passive investing, his critics, robo-advisers, Donald Trump and the fiduciary rule. <b><i>(More: <a href=&quot;http://www.investmentnews.com/section/video?playerType=Events&amp;eventID=Morningstar2013&amp;bctid=2498789058001&amp;date=20130621&quot; target=&quot;_blank&quot;>John Bogle's advice to advisers</a>)</i></b>

By Bloomberg
FIXED INCOME SEP 15, 2016
As investors pile into junk bonds a familiar bubble is forming

Plus: This presidential election scares everyone, big money investors are dumping stocks at an alarming rate, and stay awake without gulping more coffee

By Jeff Benjamin
W.P. Carey CFO Hisham Kader to resign; ToniAnn Sanzone appointed interim chief financial officer
ALTERNATIVES SEP 15, 2016
W.P. Carey CFO Hisham Kader to resign; ToniAnn Sanzone appointed interim chief financial officer

He is the second top executive to leave the company this year.

By Bruce Kelly
Old school fund companies Goldman, JPMorgan wade deeper into ETF market
EQUITIES SEP 15, 2016
Old school fund companies Goldman, JPMorgan wade deeper into ETF market

Embracing the reality of where the money is headed.

By Jeff Benjamin
EQUITIES SEP 15, 2016
Hedge funder calls the bond market the mother of all bubbles

Plus: Goldman lowers the odds of a September rate hike, oil's bad day, and taxes worthy of your hatred

By Jeff Benjamin
Ex-CFO at REIT formerly controlled by Nicholas Schorsch indicted
ALTERNATIVES SEP 15, 2016
Ex-CFO at REIT formerly controlled by Nicholas Schorsch indicted

Former CFO Brian S. Block is being charged with overstating financial performance at American Realty Capital Properties Inc., now known as Vereit. <b><i>(More: <a href=&quot;http://www.investmentnews.com/article/20150921/FEATURE/150919894/how-nick-schorsch-lost-his-mojo&quot;_blank&quot;>How Nick Schorsch lost his mojo</a>)</i></b>

By Bruce Kelly
Bond market sell-off resembles sequel of 'taper tantrum': JPMorgan Chase
EQUITIES SEP 14, 2016
Bond market sell-off resembles sequel of 'taper tantrum': JPMorgan Chase

Yields on sovereign debt have jumped in recent days thanks in part to concerns over central banks' next moves.

By Bloomberg
Financial advisers navigate Federal Reserve comments and Hillary Clinton's health
EQUITIES SEP 14, 2016
Financial advisers navigate Federal Reserve comments and Hillary Clinton's health

Seasonal market volatility is on the horizon thanks to the Fed and a new mystery surrounding Ms. Clinton's fainting spell after a 9/11 ceremony.

By Jeff Benjamin
Markets, financial advisers get nervous as Donald Trump closes in on Hillary Clinton
EQUITIES SEP 14, 2016
Markets, financial advisers get nervous as Donald Trump closes in on Hillary Clinton

'The devil you know versus the devil you don't know'

By Jeff Benjamin
MUTUAL FUNDS SEP 13, 2016
Wave of new strategic beta ETFs make passive investing more complicated

But it's tough to know if the ETFs' investing rules produce superior returns.

By John Waggoner
The presidential election fear factor puts economy at risk
EQUITIES SEP 12, 2016
The presidential election fear factor puts economy at risk

A surprising six in 10 Americans say, regardless of who wins, the election is going to hurt.

By Jeff Benjamin
Empower evolving 401(k) defaults with TDF-managed account hybrid
RETIREMENT PLANNING SEP 12, 2016
Empower evolving 401(k) defaults with TDF-managed account hybrid

While some agree with the firm's logic underpinning the product, they question whether the product can overcome some of the traditional hurdles of managed accounts.

By Greg Iacurci
Government Accountability Office pushes DOL to update 401(k) annuity rules
RETIREMENT PLANNING SEP 12, 2016
Government Accountability Office pushes DOL to update 401(k) annuity rules

The Labor Department, however, offered a rebuke to the recommendations, saying they would erode consumer protections.

By Greg Iacurci
DoubleLine's Gundlach says investors should get defensive as rates may rise
EQUITIES SEP 12, 2016
DoubleLine's Gundlach says investors should get defensive as rates may rise

'This is a big, big moment,' according to DoubleLine Capital's chief investment officer. 'Interest rates have bottomed.'

By Bloomberg
Financial-sector ETFs bet on a possible interest-rate hike pays off
EQUITIES SEP 12, 2016
Financial-sector ETFs bet on a possible interest-rate hike pays off

Performance anticipation push financials to the head of the pack in August.

By Jeff Benjamin