Investing

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EQUITIES OCT 23, 2014
Charles Schwab's Liz Ann Sonders stays bullish but warns of market volatility

Schwab's chief investment strategist is embracing cheap oil, 'onshoring' and select emerging economies

By Jeff Benjamin
RIA NEWS OCT 23, 2014
Pershing “actively” considers launching commission-free ETF platform

Custodian considering jumping on bandwagon popular with RIAs as other platforms grow big.

By Trevor Hunnicutt
EQUITIES OCT 23, 2014
ETF investors bail on the financial sector

<i>Breakfast with Benjamin:</i>Finance-focused ETFs suffer huge outflows. What gives? Plus: Prudential Financial's spooky reinsurance bet, investing in obesity, private lawyers give corporate inversions a leg up, and location matters less when the house you're selling is haunted.

By Jeff Benjamin
MUTUAL FUNDS OCT 23, 2014
Mutual fund industry enjoying a burst of wheeling and dealing

Five years after the last bout of mutual fund merger mania, the lesson remains: Grow, and then grow some more.

By Trevor Hunnicutt
ALTERNATIVES OCT 23, 2014
Morningstar partners with ProShares to manage an alternative ETF

ALTS will track an index maintained by Morningstar that includes allocations to seven different alternative investment strategies

By Jeff Benjamin
How Social Security annual increases are calculated
RETIREMENT PLANNING OCT 22, 2014
How Social Security annual increases are calculated

COLA formula was established by law in 1972.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 22, 2014
Savings targets for retirement health care costs fall in 2014

But retirees will still need to prepare for rising health care costs in the long run, expert warns.

By Darla Mercado
EQUITIES OCT 22, 2014
Holiday spending can't come soon enough for the economy, markets

On today's <i>Breakfast with Benjamin</i> menu: Investors banking on holiday spending. Plus: Less-secure Social Security, when gold and platinum run in stride, Facebook is now bigger than IBM, and the tired saga on endless office meetings.

By Jeff Benjamin
EQUITIES OCT 22, 2014
The Fed struts its market-timing skills to inject a sense of calm

<i>Breakfast with Benjamin</i>: The Fed tries to inject a sense of calm in the market, Mohamed El-Erian passes on Pimco, all economists get it wrong, a global currency war is unfolding before our eyes, and more.

By Jeff Benjamin
ETFS OCT 22, 2014
ETF managers awaiting key SEC decisions on active funds

Rulings on transparency, structure of active funds could expand market.

By Randy Diamond
ALTERNATIVES OCT 21, 2014
New York Life buys IndexIQ to expand liquid alts offering, add hedge fund ETFs

Deal adds $1.5 billion in AUM to N.Y. Life, including $950 million in multi-strategy exchange-traded fund.

By Bloomberg
EQUITIES OCT 21, 2014
New managed volatility funds aim to protect client portfolios from market swings

Value in managed volatility comes from potentially getting equity-like exposure with similar returns, lower volatility and better downside performance

By Thomas Hoops
EQUITIES OCT 21, 2014
Regulators quiz money managers about liquidity as market volatility spikes

BlackRock's Laurence Fink just one CEO asked about what's going on in financial markets lately.

By Bloomberg
ALTERNATIVES OCT 21, 2014
Goldman Sachs strategists say investors hold too much stocks and bonds and need to jack up alternatives allocations

It's a matter of diversifying rather than dabbling: Adding a few percentage points 'is not doing anything'.

By Jeff Benjamin
EQUITIES OCT 21, 2014
The secret Goldman Sachs tapes

How one brave federal regulator got the goods on the New York Fed's hands-off policy toward Goldman.

By Michael Lewis
ETFS OCT 21, 2014
J.P. Morgan jumps into white-hot ETF fray

Wading into a crowded ETF market, J.P. Morgan is set to launch 'strategic beta' fund on Tuesday. <i>Don't miss: <a href=&quot;http://www.investmentnews.com/article/20131023/BLOG03/131029954&quot; target=&quot;_blank&quot;>How smart beta ETFs turned closet indexing into a winner</a> and <a href=&quot;http://www.investmentnews.com/article/20130821/BLOG15/130829982&quot; target=&quot;_blank&quot;>Smart beta is silly talk</a></i>.

By Trevor Hunnicutt
MUTUAL FUNDS OCT 20, 2014
Vanguard gets record $163.4 billion in 2014 investor cash

Indexing pioneer attracted more money from investors in the first 10 months of 2014 than it has in any full calendar year in its 39-year history, drawing some funds from Pimco outflows after Bill Gross' departure.

By Bloomberg
EQUITIES OCT 20, 2014
Vanguard's John Bogle beats the low-fee drum, takes a fresh swipe at active management

On Thursday's <i>Breakfast with Benjamin</i> menu: John Bogle says retirement plans will suffer under active management fees. Plus: Cheap oil's fallout hits gold prices, media hype overstates the Fed's taper tap-out, and more.

By Jeff Benjamin
FIXED INCOME OCT 20, 2014
Pimco sees muni returns ebbing after best gain since '11

Returns in 2015 may be less than half of the 8.6% logged in 2014.

By Bloomberg
LIFE INSURANCE AND ANNUITIES OCT 19, 2014
Former Pimco parent Pacific Life moves accounts to Janus

Pacific Life Insurance Co., the insurer where Pimco was started as a bond unit in 1971, is moving money from Bill Gross's old firm to Janus Capital Group, which the bond legend joined last month.

By Bloomberg