Investing

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RIAS AUG 15, 2014
REITs, RIA regulation, retirement planning and risk grab advisers' attention

<i>InvestmentNews</i>' four must-read stories of the week cover this ecclectic set of 'R' subjects.

By Andrew Leigh
ETFS AUG 15, 2014
BlackRock says it's making inroads with wirehouses and RIAs

BlackRock, fielding question on rival Vanguard, says it's best suited to educate the market about the power of ETFs.

By Trevor Hunnicutt
EQUITIES AUG 15, 2014
Time is ripe for unconstrained bond funds

Advisers warned to do their homework, however, as funds can be complicated.

By Bloomberg
FIXED INCOME AUG 14, 2014
Likely default of Puerto Rican utility haunts brokers, muni fund managers

One in four muni bond funds hold at least some debt by an agency the island's government says will default on loans.

By Trevor Hunnicutt
MUTUAL FUNDS AUG 14, 2014
BlackRock fights lawsuit claiming 'excessive fees'

Judge poised to rule on whether a trial can proceed on claims the company violated its fiduciary obligations.

By Trevor Hunnicutt
EQUITIES AUG 14, 2014
As markets teeter, a new way to protect client investment gains

Portfolio protection that also provides constant market exposure.

By Robbie Cannon
RIAS AUG 12, 2014
What last week's junk bond selloff means for stocks

Today's <i>Breakfast with Benjamin</i> looks at the impact of the junk bond selloff, Morningstar's approach to nontraditional bond funds, how higher rates will ripple across the economy, and much more.

By Jeff Benjamin
EQUITIES AUG 12, 2014
Jeffrey Gundlach's bold bet on interest rates is paying off

DoubleLine Total Return Bond Fund gains assets on unconventional strategy; competitors falter.

By Bloomberg
ALTERNATIVES AUG 12, 2014
Multialternative mutual funds gain in popularity

But funds are built differently and due diligence is critical.

By Jeff Benjamin
ALTERNATIVES AUG 12, 2014
Schorsch's RCS Capital moves into crowdfunding

With acquisition of Trupoly portal, RCS will run the 'We R Crowdfunding' investment platform.

By Joyce Hanson
ALTERNATIVES AUG 11, 2014
Northstar Realty pays $4B for nontraded REIT

In another liquidity event, Griffin-American Healthcare REIT II Inc. agrees to deal that includes stock, cash and debt.

By Bruce Kelly
BROKER DEALERS AUG 11, 2014
For fund managers, high-yield pullback comes with liquidity risks

Lower broker-dealer bond inventories and growing use of high-yield funds could test markets, increase price swings.

By Trevor Hunnicutt
EMERGING MARKETS AUG 11, 2014
Equity ETF investors kept the pedal to the metal in the second quarter

By Tom Roseen
RETIREMENT PLANNING AUG 11, 2014
Retirement savers' fund fees move lower: ICI

A trade group's study says tough competition between fund managers is driving fees in 401(k) plans lower &#8212; but investors still may not be getting a good deal.

By Trevor Hunnicutt
ALTERNATIVES AUG 11, 2014
MainStay jumps into MLP space with mutual funds

A mutual fund wrap provides easier access to MLPs but mutes their tax advantages.

By Jeff Benjamin
MUTUAL FUNDS AUG 10, 2014
Wells Fargo funds business looks to double assets under management

Bank-owned money manager may look to acquisitions to drive growth .

By Trevor Hunnicutt
EQUITIES AUG 10, 2014
Catching the next technology wave

By Greg Luttrel
ALTERNATIVES AUG 10, 2014
Dodd-Frank strikes again

By MFXFeeder
MUTUAL FUNDS AUG 10, 2014
OppenheimerFunds sees some funds shrink on Puerto Rico bonds

Exposure spooks investors and assets decline, with some funds losing 33%

By Bloomberg
ALTERNATIVES AUG 09, 2014
Liquid alts to get their own benchmarks

New measures aim to combat challenge of assessing performance; investible products may not be far behind.

By Jeff Benjamin