In another liquidity event, Griffin-American Healthcare REIT II Inc. agrees to deal that includes stock, cash and debt.
Lower broker-dealer bond inventories and growing use of high-yield funds could test markets, increase price swings.
As employers move to lower-cost retirement options, some plans charge as much as 8% to switch.
A trade group's study says tough competition between fund managers is driving fees in 401(k) plans lower — but investors still may not be getting a good deal.
A mutual fund wrap provides easier access to MLPs but mutes their tax advantages.
Bank-owned money manager may look to acquisitions to drive growth .
Exposure spooks investors and assets decline, with some funds losing 33%
New measures aim to combat challenge of assessing performance; investible products may not be far behind.
A new report chronicles the growth of alternative investments from retail to institutional investors. The upshot for advisers: Alternatives have reached the mainstream and are here to stay.
Projected shortfalls still a concern in updated report
Bond guru addresses a wide range of issues, from low volatility to interest rate risk.
State rules on insurance affiliation complicate fee-only status for some CFPs.
Careful attention to portfolio construction can keep your clients from making financial decisions driven by emotional reactions.
After getting broker-dealers like LPL Financial to sign selling agreements, asset manager Cole Capital expects to raise $3.1 billion this year for American Realty Capital Properties.
Friday's <i>Breakfast with Benjamin</i> feature: Global markets collide with geopolitics as Obama orders airstrikes. Plus: Gold bugs rejoice; a senator takes parting shot at Wall Street; hidden risks in mutual funds; and find your perfect TV office.
