Investing

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ALTERNATIVES JAN 12, 2015
Nicholas Schorsch steps back from some nontraded REITs

Nicholas Schorsch is taking a step back from the top role at three nontraded REITs he controls, handing the reins of two to his longtime investment partner. <i>See also: <a href="//www.investmentnews.com/article/20140917/INFOGRAPHIC/140919935&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">Schorsch's vast web of businesses</a></i>

By Bruce Kelly
EQUITIES JAN 12, 2015
Buy-and-hold investors can take advantage of M&A boom

Long-term success of acquiring companies enhanced by mergers

By Jeff Benjamin
Gross' Janus fund drew $175 million in December
MUTUAL FUNDS JAN 10, 2015
Gross' Janus fund drew $175 million in December

Big drop from prior month but the unconstrained bond fund nears $1.4 billion in total assets.

By Bloomberg
Value managers root for more market turmoil
EQUITIES JAN 09, 2015
Value managers root for more market turmoil

Even with a rocky start to the year, the stock market remains expensive by many measures. The S&amp;P 500 trades at a p/e of 17.8, higher than the 17.1 it sported at the last peak in 2007. Small caps are even pricier. Here's how one manager is handling it.

By Bloomberg
Nobody can accuse Bill Gross of not eating his own cooking
EQUITIES JAN 09, 2015
Nobody can accuse Bill Gross of not eating his own cooking

Today's <i>Breakfast with Benjamin</i> features a look at how Bill Gross' own money is pumping up his new Janus fund. Plus: The Fed ponders and ponders some more, the surging dollar is poised for a pullback, another Obamacare surprise for tax-filers, and how grandchildren can derail retirement plans.

By Jeff Benjamin
Gross: Good times over, markets set to fall
EQUITIES JAN 09, 2015
Gross: Good times over, markets set to fall

Bond guru predicts minus signs for many asset classes.

By Bloomberg
ALTERNATIVES JAN 09, 2015
Two advisers owe $6.3M for selling hedge funds linked to Madoff

Cited for due-diligence failure and not mentioning millions in fees received.

By Liz Skinner
ALTERNATIVES JAN 08, 2015
Want to build a better portfolio? Consider smart beta strategies

Determining whether these ideas have a place in client portfolios, and how to adjust allocations to take advantage of them.

By Bloomberg
Big investor pulls nearly $5B from Pimco, cites organizational changes
FIXED INCOME JAN 08, 2015
Big investor pulls nearly $5B from Pimco, cites organizational changes

New York City Retirement Systems terminated two Pimco bond strategies &amp;mdash; one mortgages and one government securities.

By Robert Steyer
Advisers punished for diversifying globally
EQUITIES JAN 08, 2015
Advisers punished for diversifying globally

Assets flood non-U.S. funds, but a broader allocation comes with trade-offs in a volatile world.

By Trevor Hunnicutt
Unpleasant surprise on Form 1040 for Obamacare participants
RETIREMENT PLANNING JAN 08, 2015
Unpleasant surprise on Form 1040 for Obamacare participants

This tax filing season is going to be a little more complicated for freelancers and independent contractors who get health care subsidies.

By Darla Mercado
House passes national insurance-agent registry
LIFE INSURANCE AND ANNUITIES JAN 08, 2015
House passes national insurance-agent registry

Bill would help insurance agents more efficiently get licensed to practice in multiple states.

By Mark Schoeff Jr.
Volatility in stocks expected to climb amid anxiety over oil, global growth, rates
EQUITIES JAN 08, 2015
Volatility in stocks expected to climb amid anxiety over oil, global growth, rates

S&amp;P 500 caps first four-session loss in 13 months Monday with big decline as fear gauge spikes.

By Bloomberg
That first interest rate hike might feel like a doozy
EQUITIES JAN 08, 2015
That first interest rate hike might feel like a doozy

<i>Breakfast with Benjamin:</i> The Fed's rate hike cycle will be different this time. Plus: Don't overlook the energy sector, new risks facing dividend stocks, and Ecuador as a retirement haven of sorts

By Jeff Benjamin
RETIREMENT PLANNING JAN 08, 2015
'Longevity' in annuities could be the big 2015 focus

New Treasury Dept. guidance pushes insurers to innovate while indexed annuities expected to continue to shine. Darla Mercado reports.

By Darla Mercado
EQUITIES JAN 08, 2015
From big rallies to fallen (bond) kings, we saw it all in 2014

Liquid alts and robo-advice emerge as major stories

By Jeff Benjamin
ALTERNATIVES JAN 08, 2015
With no inflation and oil falling, gold loses appeal for investors

Cheaper energy means there are no signs that inflation is approaching the Fed's 2% target, says Bill Gross.

By Bloomberg
ETFS JAN 08, 2015
Morningstar takes new approach to 'smart' ETFs

Make-or-break firm classification system gives fund managers more insight into fast-growing funds.

By Trevor Hunnicutt
RIA NEWS JAN 07, 2015
SEC Investor Advocate: Budget boost 'insufficient' for full adviser exam coverage

The budget increase the SEC received from Congress is &#8220;insufficient&#8221; to significantly boost investment-adviser examinations, according to an SEC official charged with representing retail investors.

By Mark Schoeff Jr.
Grant Thornton resigns as auditor for eight Schorsch-linked nontraded REITs
ALTERNATIVES JAN 06, 2015
Grant Thornton resigns as auditor for eight Schorsch-linked nontraded REITs

The accountant for eight nontraded REITs managed by Nicholas Schorsch's privately held real estate manager, American Realty Capital, has resigned.

By Bruce Kelly