Investing

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FIXED INCOME FEB 09, 2015
For investors seeing bond yields slip, munis offer solid alternative

Strategy: Be greedy when other muni bond investors get fearful and don't worry when Treasury yields begin to pick up.

By Bloomberg
ARC REITs sign up KPMG as new auditor
ALTERNATIVES FEB 09, 2015
ARC REITs sign up KPMG as new auditor

Meanwhile, ARC Healthcare goes liquid at $13.12 per share.

By Bruce Kelly
EQUITIES FEB 09, 2015
The rest of 2015 may not look like January

Nuveen's chief equity strategist says benefits of lower oil prices and strengthening economy will come to the rescue of equity markets.

By Robert C. Doll
ETFS FEB 09, 2015
BlackRock leads Vanguard as ETFs race toward a record year

Two giants remain in a tight race for buy-and-hold index investors' money as category total close to cracking the $2 trillion mark in a 'victory of vanilla' story.

By Trevor Hunnicutt
EQUITIES FEB 08, 2015
Chasing performance is too risky

Time for advisers with clients whose portfolios are near a peak in stocks to preach caution.

By MFXFeeder
FSI to help member firms provide health care benefits
RETIREMENT PLANNING FEB 06, 2015
FSI to help member firms provide health care benefits

The industry group is reducing the cost of health care for small and large advisory firms, according to FSI’s Chris Paulitz

By InvestmentNews
Investors flock to low-volatility ETFs as stock market swings widen
EQUITIES FEB 06, 2015
Investors flock to low-volatility ETFs as stock market swings widen

Assets in ETFs designed to lessen volatility climb 15% in the first five weeks of the year.

By Bloomberg
Low mutual fund cash levels not telling the whole story
EQUITIES FEB 06, 2015
Low mutual fund cash levels not telling the whole story

Finding precious few opportunities, some active portfolio managers are sitting on big piles of cash

By Jeff Benjamin
Mortgage-backed securities shape up as a solid cash alternative
ALTERNATIVES FEB 06, 2015
Mortgage-backed securities shape up as a solid cash alternative

'There's value to be found out there, but you have to look very carefully'

By Jeff Benjamin
State Street, facing historic redemptions, slashes ETF prices
EQUITIES FEB 06, 2015
State Street, facing historic redemptions, slashes ETF prices

The ETF pioneer, whose lineup suffered the largest redemptions in history last month, aggressively cut prices on nearly a third of its funds. <i>(Don't miss the latest performance data and analysis on <a href=&quot;http://www.investmentnews.com/section/featurelist/20150119/ETFQ42014&quot; target=&quot;_blank&quot;>equity and fixed income ETFs</a>.)</i>

By Trevor Hunnicutt
The battle for your clients' retirement dollars
EQUITIES FEB 06, 2015
The battle for your clients' retirement dollars

<i>Breakfast with Benjamin:</i>Annuity sellers fighting for IRAs. <i>Plus:</i> What's good for consumer isn't for business; another perspective on how much size matters; adviser tech world rocked; and how to join the 1%

By Jeff Benjamin
Pimco to fight fund lawsuit challenging Bill Gross pay
MUTUAL FUNDS FEB 06, 2015
Pimco to fight fund lawsuit challenging Bill Gross pay

Investor says firm took lucrative payouts at the expense of shareholders.

By Trevor Hunnicutt
OPINION FEB 06, 2015
How to manage your clients' emotions when market volatility spikes

Volatility at the start of this year has many investors concerned about their exposure to equities, but advisers must put short-term market events in context and keep investors focused.

By Scott E. Couto
EQUITIES FEB 05, 2015
Bruce Berkowitz sticks to contrarian guns as investors exit Fairholme Fund

Fund manager says buying hated stocks 'requires patience and courage of conviction.'

By Bloomberg
SEC sues alts fund manager Daniel Thibeault for fraud
MUTUAL FUNDS FEB 05, 2015
SEC sues alts fund manager Daniel Thibeault for fraud

After being <a href=&quot;http://www.investmentnews.com/article/20141216/FREE/141219931/alts-fund-manager-daniel-thibeault-arrested-in-securities-fraud&quot; target=&quot;_blank&quot;> arrested on charges of securities fraud</a>, alternative fund manager Dan Thibeault is now facing related civil charges from the SEC, which claims he siphoned off some $16 million in assets from his GL Beyond Income Fund to use for personal expenses. He calls the situation 'bizarre.'

By Mason Braswell
ETFS FEB 04, 2015
Seeing through the ETF argument in favor of transparency

Transparency promotes marketplace competition, supports better investor decision-making and exposes suspect market practices, Eaton Vance CEO says.

By Tom Faust
Power utility bond investors score win against Puerto Rico law
FIXED INCOME FEB 04, 2015
Power utility bond investors score win against Puerto Rico law

Investors including OppenheimerFunds and Franklin Resources have convinced a judge that bankruptcy law and the U.S. Constitution should prevail.

By Bloomberg
Warren Buffett pushes Obama to build the Keystone pipeline
EQUITIES FEB 04, 2015
Warren Buffett pushes Obama to build the Keystone pipeline

<i>Breakfast with Benjamin</i>: Warren Buffett wants President Obama to approve the Keystone pipeline. Plus: Rocky Mountain high tax revenues, ECB puts Greek debt in the doghouse, and institutional investors are bullish and careful.

By Jeff Benjamin
Don't let beneficiary designations come back to haunt divorcing clients
LIFE INSURANCE AND ANNUITIES FEB 04, 2015
Don't let beneficiary designations come back to haunt divorcing clients

Some states will bar the payment of life insurance proceeds when a couple is splitting.

By Darla Mercado
Activist investor wants ARCP board to resign
ALTERNATIVES FEB 03, 2015
Activist investor wants ARCP board to resign

In an open letter to ARCP, Corvex decries the board's track record and calls for its resignation.

By Bruce Kelly