Investing

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EQUITIES AUG 25, 2013
As uncertainty intensifies, money moves to cash

Investors are running for cover ahead of what is expected to be a hectic fall. Jason Kephart explains.

By JKEPHART
ALTERNATIVES AUG 23, 2013
Finra warns on private-placement investments

Warning on eve of new regulations allowing more investors access.

By Trevor Hunnicutt
FIXED INCOME AUG 23, 2013
Take Five: Keep clients in the dark at your own peril, Robert Isbitts says

Advisers should be warning clients about rising rates, he contends

By Jeff Benjamin
EQUITIES AUG 23, 2013
Stocks climb wall of worry

Stocks posted their first gain in three weeks even as talk about the end to the Federal Reserve's easy money policy rattled investors. What's ahead?

By Gregory Crawford
ALTERNATIVES AUG 23, 2013
Papagiannis to deconstruct alts at IN's alternative investments conference

By Gregory Crawford
EQUITIES AUG 23, 2013
The Takeaway: The Ballmer Era at Microsoft c'est fini

By Joshua Brown
EQUITIES AUG 23, 2013
The Takeaway: Nasdaq reopens to wild applause

By Joshua Brown
FIXED INCOME AUG 23, 2013
Rising rates a problem for bonds? That's news to investors

Most investors don't understand the connection between rising interest rates and their portfolios. As sad as that may be, it's also a golden opportunity for advisers.

By Jeff Benjamin
ALTERNATIVES AUG 23, 2013
Raymond James offers alts to RIAs

Access to PE, real estate, hedge funds, managed futures and alternative mutual funds coming next month.

By DJAMIESON
ALTERNATIVES AUG 23, 2013
Take Five: Challenges and opportunities of hedge fund ads

Randy Shain guides advisers through hedge fund advertising

By Jeff Benjamin
FIXED INCOME AUG 21, 2013
State Street CEO adds voice to worry over investors' fixed income holdings

Hooley says retail investors risk being on 'wrong side of the equation' when rates climb.

By Gregory Crawford
FIXED INCOME AUG 21, 2013
El-Erian and Bair: Fed left in charge of economy amid political wrangling

Central bank has few levers to pull and QE's unintended consequences could sting.

By Mark Schoeff Jr.
EQUITIES AUG 21, 2013
The Takeaway: Muppet portfolios

By Joshua Brown
ALTERNATIVES AUG 21, 2013
Ron Carson to speak at IN's alts conference

By Gregory Crawford
FIXED INCOME AUG 21, 2013
Junk bond junkies are going short (term)

Fund companies moving to meet demand for short-term high-yield-bond funds.

By JKEPHART
ALTERNATIVES AUG 21, 2013
Take Five: REITS may act as inflation hedge

Prudential fund manager Marc Halle on how real estate fits into portfolios

By Jeff Benjamin
EQUITIES AUG 21, 2013
Investors continue to prefer equity to bond funds, ICI data show

But fixed-income outflows slow to $2.09B for week ended Aug. 7

By Michael Shagrin
FIXED INCOME AUG 21, 2013
Bond hubris overwhelms Fed in riskiest credit-market sectors

Bond investors trying to determine when the Fed will reduce its unprecedented monetary stimulus are increasingly looking to the riskiest parts of the debt market, which are booming like before the financial crisis.

By Matt Ackermann
FIXED INCOME AUG 21, 2013
Bond market awaits tapering with bated breath

Some fear overreaction from retail investors as Fed begins reducing QE

By Jeff Benjamin
EQUITIES AUG 21, 2013
The Takeaway: Prepare thyself for the bond wars!

By Joshua Brown