Investing

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RETIREMENT PLANNING OCT 23, 2013
Schwab ETF platform for 401(k)s hits regulatory speed bump

Schwab's ETF platform for 401(k)s, which was expected to debut in the fourth quarter, may need more work before being ready for prime time. Darla Mercado on what happened.

By Darla Mercado
ALTERNATIVES OCT 23, 2013
No end in sight for Schorsch tear

After snapping up an alts manager and IDB, real estate maven on still on the hunt, with "insurance and other platform sponsors" in his sights.

By Bruce Kelly
RIAS OCT 23, 2013
Raymond James offers alts to RIAs

The beefing up of Raymond James' RIA business continues as affiliated RIAs will have access to the firm's alternative investment platform beginning in September.

By DJAMIESON
EQUITIES OCT 23, 2013
With Cole shares down, REIT's CEO faces questions over nixed deal

Rival Schorsch says company missed an opportunity by passing on his offer but that company fairly valued.

By Bruce Kelly
EQUITIES OCT 23, 2013
Cole Real Estate Investments starts trading, drops below Schorsch offer

On their first day of trading, shares of Cole Real Estate Investments fell 5.2%, to $10.90. That's well below the $12.50 per share bid that American Reality Capital lodged in a takeover try in March -- an offer that was rejected by Cole. Ouch.

By Bruce Kelly
Crowd funding could come back to bite broker-dealers
EQUITIES OCT 23, 2013
Crowd funding could come back to bite broker-dealers

Risks include lack of information, new reporting standards, Abshure says

By Bruce Kelly
ALTERNATIVES OCT 22, 2013
Investor sets portfolio for next round of debt squabble

Options trader pays $6.7 million for trade that hedges against spike in volatility.

By Gregory Crawford
FIXED INCOME OCT 22, 2013
Muni star Whitney winds down brokerage, sets up fund

After three unprofitable years, still waiting for the muni bond apocalypse.

By Gregory Crawford
MUTUAL FUNDS OCT 22, 2013
Take Five with Ty Nutt of Delaware Value Fund

Manager goes against the grain, buying companies analysts say to avoid

By By Megan Durisin
FIXED INCOME OCT 22, 2013
Take Five with Iron Financial's Aaron Izenstark

Chief investment strategist says government shutdown could delay tapering.

By Jeff Benjamin
EQUITIES OCT 21, 2013
LIVE FROM FPA EXPERIENCE: Advisers must account for portfolio risk

Advisers need to reconsider risk in client portfolios as markets enter what will be a "low return decade" for fixed income investments, according to an industry expert. Liz Skinner reports from FPA Experience in Orlando.

By Liz Skinner
EQUITIES OCT 21, 2013
Mom and pop can't quit emerging-market stocks. And that's good

Retail investors showing uncharacteristic resiliency in the face of lackluster performance.

By JKEPHART
ETFS OCT 20, 2013
New ETF targets stocks with 25-year dividend history

By Megan Durisin
MUTUAL FUNDS OCT 20, 2013
Vanguard hits reset button on its managed-payout funds

Firm gives strategy a fresh start after a rough five years

By JKEPHART
ETFS OCT 20, 2013
iShares' Core ETF strategy doing the trick

By JKEPHART
RETIREMENT PLANNING OCT 20, 2013
Columbia Property Trust IPO stings investors

Shares bought at $10 at start of boom now worth 45% less.

By JKEPHART
FIXED INCOME OCT 18, 2013
U.S. bill supply at Eisenhower-era low seen bolstering bonds

Supply of the shortest-term securities is shrinking, Barclays says

By cmollison
FIXED INCOME OCT 18, 2013
Detroit bankruptcy filing rattles already-nervous muni investors

Detroit's bankruptcy filing was expected, but it may cause ripple effects for advisers, particularly in the muni bond market.

By Jeff Benjamin
FIXED INCOME OCT 18, 2013
Court ruling latest scare in muni market melodrama

Judge says cash earmarked to pay Jefferson County's debt holders could be used instead to cover its legal fees

By John Goff
FIXED INCOME OCT 18, 2013
Proposing an alternative to muni bond tax exemption

Market participant floats limiting amount that can be issued per year

By Jeff Benjamin