Investing

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MUTUAL FUNDS OCT 28, 2013
DFA tops with advisers, but American Funds stirring

DFA reigns as the No. 1 mutual fund among advisers but an old favorite is making noise. Jason Kephart on what sets the leaders apart.

By Jason Kephart
EMERGING MARKETS OCT 28, 2013
Catching waves across the pond

Templeton portfolio manager on searching for equity values across in Europe, where many investors don't dare dip their toes

By By Lisa Myers
PRACTICE MANAGEMENT OCT 27, 2013
Vanguard's longtime fixed-income boss announces retirement

Robert Auwaerter, a 32-year veteran of The Vanguard Group Inc., on Monday announced plans to retire next March as head of the fixed-income group. He will be replaced by Gregory Davis, 43, who currently serves as chief investment officer of the Asia Pacific region and is a director of Vanguard Investments Australia.

By Jeff Benjamin
FIXED INCOME OCT 25, 2013
Investors confident in their fixed income holdings: Poll

Guggenheim survey finds while content, investors searching for more yield.

By Megan Durisin
MUTUAL FUNDS OCT 25, 2013
Tax-managed indexing can offer boost

Such strategies can be even better than ETFs and mutual funds

By By Rey Santodomingo
ALTERNATIVES OCT 25, 2013
Alternatives crackdown continues as Finra fines VSR

More pain for broker-dealers as Finra fines another alternatives specialist. One exec cites the regulator's powerful message on need for supervision and approval processes among alternatives.

By Bruce Kelly
EQUITIES OCT 24, 2013
Small investors getting ripped off by smart, speedy traders

The Big Board's new owner says decade of change has disadvantaged the little guy.

By Gregory Crawford
EQUITIES OCT 24, 2013
MFS' Roberge: Time to ditch high-yield bonds for stocks

MFS CIO Roberge says bond prices and their low yields are worrisome.

By JKEPHART
ALTERNATIVES OCT 24, 2013
SEC proposes crowdfunding rules

The SEC announced its proposal for crowdfunding rules, but advisers remain extremely wary. With a potential vulnerability for fraud and failed investments, will the due diligence required for crowdfunding outweigh its actual benefits?

By Mark Schoeff Jr.
ALTERNATIVES OCT 24, 2013
Sovereign funds boosting alternative investments

Sovereign wealth funds, which control about $6 trillion of wealth globally, are boosting investments in alternative assets like real estate and private equity to boost returns, a survey by Invesco Ltd. found.

By Matt Ackermann
ALTERNATIVES OCT 24, 2013
Distinguish between registered and unregistered alts

By Jeff Benjamin
ALTERNATIVES OCT 24, 2013
Learn alternatives, but tread lightly

By MFXFeeder
ETFS OCT 24, 2013
T. Rowe Price may bring actively managed ETFs to market

Mutual fund provider considers first steps to target fast-growth area

By Trevor Hunnicutt
FIXED INCOME OCT 24, 2013
Verizon bond sale proves thirst for yield

By Jeff Benjamin
EQUITIES OCT 24, 2013
Cash is trash? Depends on who you're talking to

Who in their right mind would own cash when it's a guaranteed losing proposition? You might be surprised.

By Gregory Crawford
EQUITIES OCT 24, 2013
No big bang for ING IPO

Stock trades higher after company cuts offering price; annuities biz viewed as financial drag

By Darla Mercado
EQUITIES OCT 24, 2013
ING U.S. sets stock offering price at $21-$24 a share

Company to change name to Voya Financial upon IPO, focus on retirement, investment, insurance.

By Darla Mercado
MUTUAL FUNDS OCT 23, 2013
What Bizarro Bogle's world might look like

Imagine: what would the world would look like if, to borrow from Superman lore, a Bizarro John Bogle took the place of the real John Bogle? Jason Kephart has the story.

By Jason Kephart
ETFS OCT 23, 2013
Fidelity launches cheaper line of ETFs

Fidelity to launch low-cost ETFs aimed at undercutting rivals.

By By Megan Durisin
ALTERNATIVES OCT 23, 2013
Columbia Property Trust IPO stings investors

The IPO of Columbia Property Trust wasn't exactly a happy occasion for long-time investors, as the value had dropped sharply since the boom times in a sign that the financial crisis hangover is still here.

By JKEPHART