Investing

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RETIREMENT PLANNING MAR 16, 2015
Early onset Alzheimer's: When plans are upended

By Mason Braswell
LIFE INSURANCE AND ANNUITIES MAR 13, 2015
Spring variable annuity prospectuses and updates are here

First quarter regulatory filings suggest that insurers aren't ramping up big new product releases but hybrid annuites appear to be making a comeback, with Voya charging back into the market.

By Darla Mercado
Northwestern Mutual agrees to settle annuities suit for $84 million: report
LIFE INSURANCE AND ANNUITIES MAR 13, 2015
Northwestern Mutual agrees to settle annuities suit for $84 million: report

About 30,000 current and former annuity owners claim company failed to pay proper dividends on contracts sold 30 years ago.

By Srividya Kalyanaraman
RETIREMENT PLANNING MAR 13, 2015
Bigger & Better

Advisers with assets over $1 billion are outperforming their peers. Does your firm have what it takes to be a billion dollar baby?

By Trevor Hunnicutt
Transamerica offers legacy variable annuity clients a buyout
RETIREMENT PLANNING MAR 13, 2015
Transamerica offers legacy variable annuity clients a buyout

This offer affects more than 30 types of variable annuity contracts issued by the insurer

By Darla Mercado
Being smart about smart beta
RIA NEWS MAR 12, 2015
Being smart about smart beta

<i>Breakfast with Benjamin</i>: Smart beta is here to stay, so you might as well try and figure out what the heck it is.

By Jeff Benjamin
At 85, Vanguard's John Bogle still fighting hard for index investing
EQUITIES MAR 12, 2015
At 85, Vanguard's John Bogle still fighting hard for index investing

Mutual fund elder statesman doesn't mince words when discussing active management, and he worries about ETFs.

By Bloomberg
ALTERNATIVES MAR 12, 2015
Schorsch's VSR to pony up in big case on illiquid alts

New acquisition by nontraded REIT czar costing him &amp;mdash; $3.74 million in Texas state court settlement over sale of DBSI notes.

By Bruce Kelly
ALTERNATIVES MAR 12, 2015
$2.7B nontraded REIT plans sale or listing

CNL Lifestyle CEO tells shareholders he's seeking 'attractive' exit for portfolio.

By Bruce Kelly
Obama's proposed budget lets unemployed workers drain their retirement savings
RETIREMENT PLANNING MAR 11, 2015
Obama's proposed budget lets unemployed workers drain their retirement savings

<i>Breakfast with Benjamin</i>: The president's 2016 budget lets workers tap into their 401(k)s penalty-free once unemployment runs out.

By Jeff Benjamin
Vanguard may expand fast-growing virtual investing service to advisers
RIA NEWS MAR 11, 2015
Vanguard may expand fast-growing virtual investing service to advisers

Pilot raised more than $9 billion last year along with hopes for more direct-to-consumer fund sales.

By Trevor Hunnicutt
ALTERNATIVES MAR 10, 2015
ARCP insiders generated $900M in fees during buying binge: lawsuit

In an updated lawsuit, plaintiffs allege American Realty Capital Properties insiders artificially inflated a key metric to help it grow into a powerhouse with 4,400 properties and $21 billion in assets.

By Bruce Kelly
ARCP plans to pay a dividend
ALTERNATIVES MAR 10, 2015
ARCP plans to pay a dividend

Adjusted funds from operations slip as new CEO prepares to take the helm

By Bloomberg
Small cap stocks go large on dividend payouts
EQUITIES MAR 10, 2015
Small cap stocks go large on dividend payouts

Emerging trend could change the way advisers view income and growth.

By Jeff Benjamin
Principal hires Pimco exec to run new ETF business
ETFS MAR 10, 2015
Principal hires Pimco exec to run new ETF business

Paul Kim to build and develop the strategy but whether firm plans to launch exchange-traded funds remains to be seen.

By Randy Diamond
Strong dollar is keeping the markets on edge
EQUITIES MAR 10, 2015
Strong dollar is keeping the markets on edge

<i>Breakfast with Benjamin</i>: The wicked-fast pace of the dollar's rise has markets on edge, with other currencies unable to adapt fast enough.

By Jeff Benjamin
ARCP reports "weakness" in financial reporting controls
ALTERNATIVES MAR 10, 2015
ARCP reports "weakness" in financial reporting controls

The audit committee for troubled traded REIT American Realty Capital Properties Inc. said it &#8220;found certain material weaknesses in the company's internal controls over financial reporting and its disclosure controls and procedures.&#8221;

By Bruce Kelly
In rare move, Vanguard beefs up international exposure in target date funds
EQUITIES MAR 10, 2015
In rare move, Vanguard beefs up international exposure in target date funds

Fund giant also plans to launch lower-cost institutional series to expand its market reach.

By Jeff Benjamin
Financial advisers rocket Vanguard to No. 2 in ETFs behind BlackRock
RIA NEWS MAR 10, 2015
Financial advisers rocket Vanguard to No. 2 in ETFs behind BlackRock

The firm's focus on cost-conscious, fee-based advisers has been a winning strategy.

By Trevor Hunnicutt
4 ways cash drags down investors' portfolios
EQUITIES MAR 09, 2015
4 ways cash drags down investors' portfolios

Betterment's director of behavioral finance and investing says cash isn't a good investment for anything other than the very short term.

By Dan Egan