Investing

Displaying 16260 results
RETIREMENT PLANNING JUN 06, 2014
Fixed annuity sales receiving added scrutiny from Finra

By Darla Mercado
EQUITIES JUN 06, 2014
BNY Mellon more valuable with asset management unit spun off: Analysts

At annual meeting, CEO faces down analysts who say shareholders would gain more value if the big bank broke off Mellon.

By Trevor Hunnicutt
RETIREMENT PLANNING JUN 06, 2014
The latest in annuities strategies

A new report offers a look into the popularity behind indexed and structured product annuities

By Andrew Leigh
EQUITIES JUN 05, 2014
American Realty Capital Healthcare Trust being acquired by Ventas

Newly listed American Realty Capital Healthcare Trust being snapped up by giant health care REIT Ventas in a stock and cash deal valued at $2.6 billion.

By Bruce Kelly
ALTERNATIVES JUN 05, 2014
Schorsch's RCAP to raise $466 million in secondary offering

Broker-dealer using proceeds, in part, for pending acquisitions and possible new ones.

By Bruce Kelly
ALTERNATIVES JUN 05, 2014
KBS REIT II to offer dividend upon sale of Chicago office building

Firm to offer another way besides public listing for REIT sponsors to provide liquidity to investors.

By Bruce Kelly
ALTERNATIVES JUN 05, 2014
Giant Inland American REIT is focus of California inquiry

Regulator wants clarity about Inland American's share value in recent buyback

By Bruce Kelly
RETIREMENT PLANNING JUN 05, 2014
Nontraded REIT returns: Where to put cash now?

The independent broker-dealer industry fattened up last year on the sale of nontraded real estate investment trusts. The question hanging over IBDs now is whether advisers are prudently reallocating the money of clients who are invested in nontraded REITs, particularly as the trusts continue to perform well and return capital to investors through listings or mergers.

By Bruce Kelly
EQUITIES JUN 05, 2014
Vanguard, Schwab take different approaches to HFT

Divergent tone of the two famously cost-conscious investment firms illustrate the contentious nature of the technical and political debate over high-frequency trading.

By Trevor Hunnicutt
EQUITIES JUN 04, 2014
Talk of a recession is way overblown

For <i>Breakfast with Benjamin</i> today: Regis as a hedgie? Plus: No recession in sight; keeping it loose in Europe; debating monkey business; a Pimco PM hangs it up for a food truck and complaining about gas prices.

By Jeff Benjamin
ALTERNATIVES JUN 04, 2014
LPL hit with Finra fine for alternative investment sales

Products include nontraded REITs, oil and gas partnerships, BDCs, hedge funds and managed futures.

By Bruce Kelly
LIFE INSURANCE AND ANNUITIES JUN 04, 2014
Lincoln National: Variable annuity sales are up, and there's still room to grow

Lincoln National's variable annuity deposits hit $3.4 billion at the life insurer during the third quarter, reflecting a 56% increase from the year-ago period, but execs want to shift more to contracts without living benefits.

By Darla Mercado
RETIREMENT PLANNING JUN 04, 2014
Demand forces Jackson National to halt VA exchanges temporarily

Seven-week block applies only to products with guaranteed living benefits, not fixed and indexed annuities.

By Darla Mercado
ALTERNATIVES JUN 04, 2014
TIC awards show brokers still grappling with real estate bubble fallout

Arbitration awards have been flat for two years but two big ones looming on the horizon show brokers still grappling with real estate bubble fallout.

By Bruce Kelly
EQUITIES JUN 03, 2014
A milestone day

Friday's <i>Breakfast with Benjamin</i> menu: A big jobs report, commemorating D-Day. Plus: The SEC tackles HFT, Bill Gross and cell phones, BofA's big fine and ranking the horses.

By Jeff Benjamin
EQUITIES JUN 03, 2014
Prepare for a rocky week in the markets

On today's <i>Breakfast with Benjamin</i> menu: The next four days are going to be big for the markets. Plus: One way to hedge against a correction; bad news keeps coming for Bill Gross; don't wait to collect Social Security; Nick Schorsch's shareholders speak; and digital luggage tags.

By Jeff Benjamin
ALTERNATIVES JUN 03, 2014
Opposition mounts to Inland merger

Union says shareholders will end up footing the bill for $45 million in transaction fees from merger with Kite Realty.

By Mason Braswell
MUTUAL FUNDS JUN 03, 2014
Retail clients drive deposits, profits at T. Rowe

Money manager relies on individuals saving for retirement, rising stock prices to offset institutional withdrawals.

By Matt Ackermann
EQUITIES JUN 03, 2014
Look beyond the noise to economic growth

Investors will need to see continued improvement in economic data to be encouraged to extend their investment horizons and assume greater risk exposure, Nuveen's chief equity strategist Robert C. Doll says.

By Robert C. Doll
ALTERNATIVES JUN 03, 2014
Schorsch spins off new listed REIT to squeeze out more value

American Realty Capital Centers will concentrate on multitenant shopping centers.

By Trevor Hunnicutt