Investing

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EQUITIES APR 12, 2013
Fund firms hedging their bets

While not ready to the bond-buying spree, managers are prepping for a shift toward equities

By JKEPHART
EQUITIES APR 12, 2013
Vanguard took in record $24.3B in mutual fund flows last month

Most cash went into stock funds as market signaled inproving economy

By Bloomberg
Thompson pitching nontraded REIT that's struggling with debt payments
ALTERNATIVES APR 12, 2013
Thompson pitching nontraded REIT that's struggling with debt payments

Tony Thompson is pitching a nontraded REIT to broker-dealers. Bruce Kelly reports that the property trust is currently negotiating forbearance agreements — and is paying old investors, in part, with money from new investors.

By Bruce Kelly
Low volatility, dividend-paying ETFs the way to build growth portfolio
EQUITIES APR 12, 2013
Low volatility, dividend-paying ETFs the way to build growth portfolio

Alternative ETF strategies beginning to emerge.

By DJAMIESON
ING U.S. files for initial public offering as part of bailout deal
EQUITIES APR 12, 2013
ING U.S. files for initial public offering as part of bailout deal

By Gregory Crawford
$1.5M arb judgment forces B-D to declare bankruptcy, deregister
ALTERNATIVES APR 11, 2013
$1.5M arb judgment forces B-D to declare bankruptcy, deregister

A Finra arbitration panel has ordered Cambridge Legacy Securities to pay an investor $1.5 million over private placements

By Bruce Kelly
ALTERNATIVES APR 10, 2013
BDC dumps distributor over financial issues

VII Peaks Capital actively looking for new wholesaler

By Bruce Kelly
MUTUAL FUNDS APR 10, 2013
SEC settles case with ex-directors of Morgan Keegan funds

Commission steps up efforts to hold mutual fund directors accountable for accurately priced assets

By Mark Schoeff Jr.
EQUITIES APR 10, 2013
Looking to hedge the stock market? Try Apple

The best hedge against the stock market this year? Gold? Treasuries? Not even close.

By AOSTERLAND
FIXED INCOME APR 10, 2013
Fear rising with rates

Bond market sell-off likely a question of when, not if, and investors 'have no idea what's about to happen'

By AOSTERLAND
MUTUAL FUNDS APR 09, 2013
Neil Peplinski: Tactical moves based on changes in investor sentiment

Good Harbor fund manager remarkably adept at gauging where mood of the market is heading

By DJAMIESON
EQUITIES APR 09, 2013
Play small! Large-caps ain't the only game in town

By Jeff Benjamin
EQUITIES APR 09, 2013
All-but-forgotten small-cap stocks are sitting pretty

Russell 2000 Index is up more than the S&P 500 this year

By Jeff Benjamin
EQUITIES APR 09, 2013
Bull: Market is on the verge of an even bigger run-up

Earnings power will drive prices, Munson says

By JKEPHART
ALTERNATIVES APR 09, 2013
Nontraded REIT and traded REIT seal deal

American Capital Properties REIT merger OK'd.

By Bruce Kelly
ALTERNATIVES APR 09, 2013
Janus jumps into alternatives game

By Jeff Benjamin
MUTUAL FUNDS APR 09, 2013
Janus profit falls 13% as clients keep fleeing

By Bloomberg
Companies finding it harder to manufacture profits
EQUITIES APR 09, 2013
Companies finding it harder to manufacture profits

Over the next four quarters, the consensus of Wall Street analysts' estimated earnings growth rate is for a re-acceleration of earnings growth from about 7% to 17%. This seems unlikely, and exceeding these lofty estimates may prove nearly impossible.

By Jeffrey Kleintop
Birinyi on stock run-up: Time for spooked investors to give up the ghost
EQUITIES APR 09, 2013
Birinyi on stock run-up: Time for spooked investors to give up the ghost

S&P 500 closing in on alll-time high; 'join the party'

By John Goff
EQUITIES APR 08, 2013
The Takeaway: Health care rallly now at sick levels

By Joshua Brown