Investing

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PRACTICE MANAGEMENT OCT 07, 2014
UBS settles with Puerto Rico regulators for $5.2M over bond improprieties

By Mason Braswell
MUTUAL FUNDS OCT 07, 2014
Bill Gross may have to drop 'New Neutral' moniker at Janus

Pimco claims a trademark over the macroeconomic forecast Gross calls 'critical.'

By Trevor Hunnicutt
EQUITIES OCT 07, 2014
Bob Doll: Why the bull market isn't ending anytime soon

With all eyes on the Fed, Nuveen's Bob Doll explains why the U.S. market rally should continue.

By Robert C. Doll
EQUITIES OCT 07, 2014
How to help clients take on the right amount of risk

Careful attention to portfolio construction can keep your clients from making financial decisions driven by emotional reactions.

By Charles Goldman
RETIREMENT PLANNING OCT 07, 2014
AIG promotes Peter Hancock to CEO, replacing Benmosche

After paying off $182.3 billion bailout, insurer focused on property-casualty coverage, life insurance and retirement.

By Gregory Crawford
ETFS OCT 06, 2014
Janus buys ETF shop Velocity Shares

Fresh off of bringing on <a href=&quot;http://www.investmentnews.com/article/20141006/FREE/141009964/bill-gross-speaks-out-on-pimco-exit-vows-to-regain-crown-at-janus?issuedate=20141006&amp;sid=GROSS&quot; target=&quot;_blank&quot;>Bill Gross from Pimco</a>, the fund manager makes dramatic expansion in exchange-traded business.

By Trevor Hunnicutt
EQUITIES OCT 06, 2014
Equity markets buckle up for FOMC minutes, Alcoa earnings

<i>Breakfast with Benjamin:</i> Equity investors brace for insight from Janet Yellen and the Fed today. Plus: ETFs chase the freed-up Pimco assets, breaking down the bond market fears, Morgan Stanley says the auto industry's days are numbered, and Warren Buffett makes another safe bet.

By Jeff Benjamin
EQUITIES OCT 06, 2014
Investing from the gut, as in the old days

Can investors today turn to advisers to awaken their sense of pride in their money and its impact on the market?

By Mike West
EQUITIES OCT 06, 2014
What's next for asset prices as the Fed signals end to QE?

As hockey great Wayne Gretzky would say, play your asset allocation where the Fed is going and that means U.S., European and emerging market equities.

By Scott Colyer
MUTUAL FUNDS OCT 05, 2014
Advisers must avert Pimco panic

Gross' departure yet another opportunity for advisers to reach out to clients and provide sage advice

By MFXFeeder
FINTECH OCT 04, 2014
Financial Twitter explodes in response to Bill Gross' departure from Pimco

Advisers and financial experts take to Twitter to respond to Bill Gross' shocking exit from Pimco and his decision to join Janus Capital Group Inc.

By Andrew Leigh
EQUITIES OCT 03, 2014
Bill Gross speaks out on Pimco exit, vows to regain crown at Janus Capital Group

In an <i>InvestmentNews</i> exclusive, the Bond King explains his 'constructive obsession' with defeating rivals and answers advisers' burning questions. <b>More coverage: <a href=&quot;http://www.investmentnews.com/section/specialreport/20141006/GROSS&quot; target=&quot;_blank&quot;>Our special report on Gross' next chapter</a></b>

By Trevor Hunnicutt
EQUITIES OCT 03, 2014
Bring on the competition: Gross

<i>Breakfast with Benjamin:</i> Gross' message to advisers. <i>Plus:</i> Where the Pimco flows are landing, the stock market rally as house of cards, the dental indicator, bitcoin is back and a big corporate split.

By Jeff Benjamin
ETFS OCT 03, 2014
Advisers wary of keeping client assets at Pimco

While some financial professionals say Bill Gross' exit is the final straw, and others exited long ago &#8212; some are staying put.

By Liz Skinner
ALTERNATIVES OCT 03, 2014
Finra asks for delay in implementing rule affecting nontraded REIT customer statements

Changes would not take effect until 18 months after SEC signs off, three times longer than originally proposed.

By Bruce Kelly
EQUITIES OCT 02, 2014
Gross exposes $42 trillion bond market's key flaw in exit

Lack of liquidity in less-traded corners of the market is the big issue

By Bloomberg
MUTUAL FUNDS OCT 02, 2014
Pimco flagship Total Return Fund loses top Morningstar rating

Research firm cites &quot;uncertainty regarding outflows&quot; and shuffled management as the reasons for downgrading Pimco's flagship fund.

By Trevor Hunnicutt
LIFE INSURANCE AND ANNUITIES OCT 02, 2014
No big price increases for Lincoln National annuities

CEO Dennis Glass lays out insurer's strategy for when interest rates rise.

By Darla Mercado
EQUITIES OCT 02, 2014
Leaning on stocks, not afraid to hold cash

Adviser Paul Schatz explains how he allocates his own portfolio.

By Jeff Benjamin
RETIREMENT PLANNING OCT 02, 2014
Medicare: The next frontier

As health care costs in retirement rise, many advisers and clients still haven't accounted for a major part of those expenses: Medicare.

By Mary Beth Franklin