Investing

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Don't let duration blind your analyses of bonds
FIXED INCOME APR 19, 2015
Don't let duration blind your analyses of bonds

Applying the same set of tools for all fixed-income options will lead to confusion, bad investments and disappointment.

By Jason Brady
ETFS APR 19, 2015
ETF performance by the numbers

How ETFs are faring compared to mutual funds, which ETF companies are winning (and losing) and which investment categories investors are favoring

By Ellie Zhu
If you tread at all into the energy sector, tread lightly
EQUITIES APR 19, 2015
If you tread at all into the energy sector, tread lightly

It has become the ultimate stock-pickers market

By Jeff Benjamin
CEOs are passing the buck to the strength of the buck
EQUITIES APR 17, 2015
CEOs are passing the buck to the strength of the buck

<i>Breakfast with Benjamin</i>: No longer blaming earnings shortfalls on the weather, CEOs are now passing the buck to the strong dollar.

By Jeff Benjamin
BlackRock shrinks money market lineup, affecting $200B in assets
EQUITIES APR 17, 2015
BlackRock shrinks money market lineup, affecting $200B in assets

<i>Breakfast with Benjamin</i>: The firm is closing or consolidating 20 money market funds with $200 billion in assets.

By Jeff Benjamin
ALTERNATIVES APR 16, 2015
Finra arbitrators award couple $16.6 million from BNP Paribas

In longest-running arbitration case in 20 years, panel rules leveraged derivative investment was unsuitable.

By Liz Skinner
CEOs are worried about bond liquidity. Should you be?
FIXED INCOME APR 16, 2015
CEOs are worried about bond liquidity. Should you be?

Prudential Investment Management CEO David Hunt echoes JPMorgan's Jamie Dimon in warning about shortage of U.S. Treasuries.

By Bloomberg
SEC goes after firm for fraud tied to life settlements
LIFE INSURANCE AND ANNUITIES APR 16, 2015
SEC goes after firm for fraud tied to life settlements

The regulator alleges Pacific West Capital Group mislead investors about risks associated with the investments

By Mark Schoeff Jr.
Bracing for the Greek exit
EQUITIES APR 15, 2015
Bracing for the Greek exit

<i>Breakfast with Benjamin</i>: Now might be a good time to start bracing for a Greek default, as the probability has never been as high.

By Jeff Benjamin
In Labor Department's fiduciary proposal, a nod to passive investing
RETIREMENT PLANNING APR 15, 2015
In Labor Department's fiduciary proposal, a nod to passive investing

Brokers who sell index funds may get a leg up from newly proposed requirements that would impose more stringent advice standards.

By Trevor Hunnicutt
Point-Counterpoint: In the battle between active and passive management, which style wins?
EQUITIES APR 15, 2015
Point-Counterpoint: In the battle between active and passive management, which style wins?

The answer to which strategy is best will depend on the scenario in question.

By Darla Mercado
The trouble with emerging and frontier markets indexes
EMERGING MARKETS APR 15, 2015
The trouble with emerging and frontier markets indexes

In spite of all the turmoil and risk, emerging markets are growing. Rapidly.

By Kevin Carter
RETIREMENT PLANNING APR 15, 2015
Protecting vulnerable aging clients

Securities industry faces incalculable risks that require rigorous internal controls to manage relationships with aging investors

By Brandon S. Reif
Bill Gross says he will short the German bund, eventually
ALTERNATIVES APR 14, 2015
Bill Gross says he will short the German bund, eventually

<i>Breakfast with Benjamin</i>: Bill Gross calls out the 10-year German bund, but you'll want to wait more than a year for the end of Europe's easing.

By Jeff Benjamin
Japan bumps China off the mountain as top holder of U.S. debt
FIXED INCOME APR 14, 2015
Japan bumps China off the mountain as top holder of U.S. debt

<i>Breakfast with Benjamin:</i> Japan takes over as America's biggest creditor but China is right behind. Plus: More banks abandon student loan biz, Colorado's weed tax bummer, and where banking is still beyond at least 2 billion people.

By Jeff Benjamin
RETIREMENT PLANNING APR 14, 2015
MassMutual beefs up DCIO effort, extending reach into retirement plans

Insurer faces uphill battle as competition in defined contribution investment-only space is tough.

By Darla Mercado
Positioning bond holdings for when the Federal Reserve raises interest rates
FIXED INCOME APR 14, 2015
Positioning bond holdings for when the Federal Reserve raises interest rates

It's important to position portfolios both to gain from rising U.S. Treasury yields and to hedge against global risks in the bond markets.

By Michael Hasenstab
The Mutual Fund Store adds new products, services as it eyes eventual IPO
RIA NEWS APR 14, 2015
The Mutual Fund Store adds new products, services as it eyes eventual IPO

The Mutual Fund Store, the 10th-biggest RIA by AUM <a href=&quot;http://data.investmentnews.com/ria/&quot; target=&quot;_blank&quot;>according to <i>IN</i>'s database,</a> is led by CEO John Bunch, who's taking a number of steps to keep growing as it eyes an eventual IPO.

By Trevor Hunnicutt
ETFS APR 13, 2015
Investors shun stock pickers, favor Vanguard, BlackRock, State Street

Fund sales switch decisively toward plain-vanilla, index investing, move out of Pimco Total Return has big impact on flows.

By Trevor Hunnicutt
TIAA-CREF money manager calls mid-value strategy a “poor man's hedge fund”
EQUITIES APR 11, 2015
TIAA-CREF money manager calls mid-value strategy a “poor man's hedge fund”

Tom Kolefas shrugs off charges he's hugging the benchmark.

By Jeff Benjamin