Investing

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WIREHOUSES OCT 15, 2014
UBS blocks some investors from buying Pimco funds as wirehouses take stock

UBS is preventing some clients from investing in Pimco funds following the abrupt departure of Bill Gross, as well as increased scrutiny from influential investment researchers.

By Trevor Hunnicutt
FIXED INCOME OCT 14, 2014
The endless bond bull market

A lot of downside risk in fixed income has been removed and investors should take advantage of strong investment opportunities that have formed in the bond market.

By Bob Michele
EQUITIES OCT 14, 2014
Fed tightening should not disrupt stock market

If you can withstand early bumps, growing economy will justify stock market gains.

By Jeff Benjamin
FIXED INCOME OCT 14, 2014
Treasuries sneak quietly into favor

Despite hunger for risk with stock rally, appetite also strong for world's safest asset.

By Jeff Benjamin
EQUITIES OCT 14, 2014
Greenspan says stocks to see 'significant correction'

Former Fed chief not so sure on timing as equities not "grossly overpriced"

By Bloomberg
WIREHOUSES OCT 14, 2014
Puerto Rico debt depresses UBS Wealth earnings

Despite record revenue at UBS Wealth Management Americas, profits fell in the second quarter as the firm reported that it had to set aside $44M for litigation costs, mostly related to the firm's investments in Puerto Rico.

By Mason Braswell
EQUITIES OCT 14, 2014
No stock shock as central bank holdings keep ballooning

Combined balance sheets of U.S., Japan and euro area likely to swell another 20%.

By Bloomberg
EMERGING MARKETS OCT 14, 2014
Muni bond funds face ongoing Puerto Rican woes

Muni bond funds face ongoing Puerto Rican woes as Franklin Templeton and OppenheimerFunds challenge legality of Puerto Rican debt law

By Trevor Hunnicutt
ALTERNATIVES OCT 14, 2014
Bond market message to Fed: Your 4% rate outlook is too high

The bond market, unparalleled in predicting shifts in the U.S. economy over the decades, has a message: Interest rates aren't going to rise as high as even the Federal Reserve's own forecast.

By Andrew Leigh
EQUITIES OCT 13, 2014
Practice your play-calling for the next market correction

Proactive service during turbulent markets can help strengthen existing client relationships – and help forge new ones.

By Bloomberg
RIAS OCT 13, 2014
New Fidelity CEO Abigail Johnson wants to be 'accessible to advisers'

Abigail Johnson, successor at the privately owned, family-run company, wants to understand the businesses of her clients, including advisers.

By Joyce Hanson
ETFS OCT 13, 2014
Pimco's flagship funds: Should you be bullish or bearish?

The pros and cons of the Total Return Fund and Total Return ETF in the wake of Bill Gross' departure

By Daniel Kern and Gerard Cronin
ALTERNATIVES OCT 12, 2014
How to explain alternative investments to clients

Talking clients through the complexities of alternative investments requires simplicity and a focus on function.

By Liz Skinner
EMERGING MARKETS OCT 12, 2014
Passive ETFs are not the answer to emerging markets investing

One problem: Indexes used by most investors have big concentrations in countries that are not emerging anymore.

By Tim Atwill
FINTECH OCT 11, 2014
Pimco-Bill Gross saga continues to pique advisers' interest

Catch up on this week's must-read stories for advisers, including the latest post-Gross Pimco developments, a robo-adviser launched by two financial media titans, and more.

By Andrew Leigh
ALTERNATIVES OCT 10, 2014
LPL, AIG Advisor Group broker-dealer network putting the brakes on sales of Schorsch-linked nontraded REITs

Fallout from ARCP accounting debacle continues as two more broker-dealers, including the largest in the U.S., have suspended the sale of REITs sponsored by companies controlled by Nicholas Schorsch.

By Bruce Kelly
ALTERNATIVES OCT 10, 2014
LPL to stop selling Nicholas Schorsch's American Realty Capital Properties, RCS products

Latest blow to REIT czar after $23 million accounting scandal at ARCP uncovered.

By Trevor Hunnicutt
ALTERNATIVES OCT 10, 2014
Securities America halts sales of ARC nontraded REIT

Broker-dealer moves after National Planning Holdings <a href="//www.investmentnews.com/article/20141030/FREE/141039985/national-planning-holdings-puts-kibosh-on-arc-nontraded-reit-sales&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">puts kibosh on ARC nontraded REIT sales</a> in wake of $23 million <a href="//www.investmentnews.com/article/20141029/FREE/141029902/schorschs-empire-jolted-by-23m-accounting-mishap&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">accounting mishap</a> at Nick Schorsch's ARCP.

By Bruce Kelly
EQUITIES OCT 10, 2014
Earnings to help stocks weather rough patch; advisers cautioned

Some strategists suggest taking profits but being ready to get back into the market for year-end rally.

By Jeff Benjamin
RIAS OCT 10, 2014
Earnings season shapes up as the next test for the markets

Monday's <i>Breakfast with Benjamin</i> menu: How will the market handle 3Q earnings? Plus: Bracing for an oil-price war, trouble beneath the surface of lower gas prices, a rare hawkish nod from the Fed, and advisers get high marks from clients.

By Jeff Benjamin