Investing

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Marketing inequality In financial planning firms is growing
EQUITIES MAR 20, 2014
Marketing inequality In financial planning firms is growing

By Joshua Brown
Profits proving elusive at Putnam as manager compensation eats gains
MUTUAL FUNDS MAR 20, 2014
Profits proving elusive at Putnam as manager compensation eats gains

Market performance boosts AUM as asset flows mostly negative.

By Rick Baert
EQUITIES MAR 19, 2014
Hey Janet, talk is cheap

<i>Breakfast with Benjamin:</i> Markets don't buy the Fed chief's words. Plus: More data today, who's going after indie advisers, Apple's Pushmi-pullyu, Icahn's intentions, a headline says it all and the Madness begins.

By Jeff Benjamin
EQUITIES MAR 19, 2014
ICI pushes back on too-big-to-fail label for big fund firms

<i>Breakfast with Benjamin:</i> ICI resists 'Too Big to Fail' label for fund firms plus Crimea chooses Mother Russia and what that means for the markets. And guess what, the Fed is out of ammo, Pimco spins the Mohamed El-Erian departure while Mr. El-Erian opens a Twitter account.

By Jeff Benjamin
EQUITIES MAR 19, 2014
Asian investors spooked by China, Ukraine

<i>Breakfast with Benjamin:</i> Asian investors spooked by China economic worries, Ukraine. Plus: Japan concerns surface, U.S. stock valuations not horrible, Washington as a Wall Street battleground and look who's worried about the Treasury market.

By Mason Braswell
RETIREMENT PLANNING MAR 19, 2014
More Americans renouncing citizenship

But declaring 'independence' comes with hefty taxes &amp;ndash; which trusts can help curb.

By Darla Mercado
EQUITIES MAR 19, 2014
Keep calm and stay in the market

Fear and greed drive stocks, so the key is not to try to time your exposure to the market but to manage it effectively.

By Scott Colyer
EMERGING MARKETS MAR 19, 2014
Proposed A-shares ETFs could transform investors' approach to China

They would gives Westerners access to a broader swathe of the economy

By CODONNELL
ETFS MAR 19, 2014
Inflows lead to price cuts of Vanguard ETFs

Most are international focused in automatic response to money flows.

By CODONNELL
EQUITIES MAR 18, 2014
A case for not talking to management

Why should investors avoid talking to company management at firms they invest in? One portfolio manager doesn't and says factors such as an exuberant CEO or creative financial reporting can exert undue influence.

By Eric R. Heyman
ETFS MAR 18, 2014
ETFs erase stock withdrawals on economy

Investors who beat a path out of global equity markets earlier this year are stampeding back in.

By Matt Ackermann
MUTUAL FUNDS MAR 18, 2014
Pimco net flows, despite increase, lag behind amid controversy

February net flows still negative, fall far shy of broader fixed-income recovery

By Matt Sirinides
PRACTICE MANAGEMENT MAR 18, 2014
Advisers eyeing Pimco carefully in wake of upheaval

Advisers are anxiously watching to see if the fund giant's recent management upheaval masks broader problems that could impact performance. Few are cutting and running. Yet.

By Liz Skinner
ETFS MAR 18, 2014
Investors put rout behind them, sending $21 billion to stock ETFs

Investors are returning to the U.S stock market after the worst selloff in seven months, adding almost 52 times more money to exchange-traded funds that own equities than bonds.

By Matt Ackermann
EQUITIES MAR 18, 2014
Stock market strategists call for calm after global stock wipeout

Strategists from the Goldman Sachs Group to AMP Capital Investors and JPMorgan Chase are telling clients to hang on after losses that began with currencies in Turkey and Argentina spread to developed markets.

By Gregory Crawford
EQUITIES MAR 18, 2014
Bob Doll puts his money where his mouth is

Nuveen's chief equity strategist Bob Doll isn't just making a list of 10 predictions. He's created an investable portfolio of stocks based on those predictions. Jeff Benjamin has the details.

By Jeff Benjamin
MUTUAL FUNDS MAR 18, 2014
UBS facing legal fight over Puerto Rico bond funds gone south

A UBS unit is facing a legal fight over the sale of Puerto Rico closed-end-bond funds after their values slumped. Bruce Kelly has the story.

By Bruce Kelly
FINTECH MAR 17, 2014
ETF money flows, social media and dating Nick

Gauging investor interest in exchange-traded funds in much the same way as Twitter or Facebook tracks online friends.

By Nicholas Colas
EQUITIES MAR 17, 2014
Stocks look surprisingly resilient following big spike

<i>Breakfast with Benjamin:</i> Stocks holding steady after spike. Plus, Global markets shrug off Obama's meager sanction efforts, Yellen tries to have it both ways with rates, the Senate's housing market destruction plan, and 1,000 years of European border shifts.

By Jeff Benjamin
WIREHOUSES MAR 17, 2014
Schwab offers independent advisers access to hot debt market

Firm hopes the move allows it to compete with Wall Street brokerages.

By Trevor Hunnicutt