Investing

Displaying 13499 results
EQUITIES MAR 03, 2013
Motif provides investors with investment themes, advisers should take note too

By Janowski Davis
Little guys win big at Morningstar Manager of the Year awards
MUTUAL FUNDS FEB 28, 2013
Little guys win big at Morningstar Manager of the Year awards

Boutique managers named best stock managers of 2012.

By JKEPHART
RETIREMENT PLANNING FEB 28, 2013
OppenheimerFunds seeks to rebuild retirement plan cred

By Darla Mercado
MUTUAL FUNDS FEB 27, 2013
Money for nothing? Suit raises questions about fees on subadvised funds

Claim investment manager's take excessive for the service provided

By John Goff
FIXED INCOME FEB 27, 2013
Finra bond warning a real worrier

Finra has warned about a possible route in the bond market. This speaks volumes about the dangers debt-holders are actually facing.

By DJAMIESON
ETFS FEB 27, 2013
<font color=gray>Inside ETFs Live</font> Indexers scoff at 'actively managed ETF'

By JKEPHART
ETFS FEB 27, 2013
Pimco plans to launch currency ETF

New offering isn't a clone of an existing fund; some wonder about lack of manager star power.

By JKEPHART
EQUITIES FEB 27, 2013
Stocks on a tear — what's an adviser to do?

This is the time for financial advisers to take an active role in helping clients navigate the confusion surrounding the state of the equities market.

By MFXFeeder
MUTUAL FUNDS FEB 27, 2013
Legendary fund manager goes from penthouse to outhouse

Heebner was at the bottom of the pack for four of the last five years; contrarian or just flat out wrong?

By Bloomberg
What Kenneth Heebner is buying and selling now
EQUITIES FEB 27, 2013
What Kenneth Heebner is buying and selling now

Star manager stocks up on Whirlpool, Cummins, unloads Ford

By FGabriel
FIXED INCOME FEB 26, 2013
Fallen star Heebner places astronomical bet against Treasuries

Big chunk of fund spent shorting Uncle Sam's debt; could be years 'before you got any pleasure out of it'

By John Goff
ALTERNATIVES FEB 26, 2013
Nontraded REIT group in tit-for-tat with NY Times

A group representing the nontraded-REIT industry has gotten into a war of words with The New York Times. Here's what the fuss is about.

By Bruce Kelly
ETFS FEB 26, 2013
Schwab opens platform to more than 100 ETFs commission-free

Move is welcomed but iShares, Vanguard missing from new lineup.

By AOSTERLAND
ALTERNATIVES FEB 26, 2013
Payoff in nontraded REIT deal

In a merger of popular REITs, Cole Credit Property Trust II is combining with publicly traded Spirit Realty Capital.

By Bruce Kelly
Ex-Morgan Keegan fund directors left investors 'in the dark,' SEC claims
MUTUAL FUNDS FEB 26, 2013
Ex-Morgan Keegan fund directors left investors 'in the dark,' SEC claims

Commission alleges value of subprime assets were overblown; $200M settlement in 2011

By John Goff
FIXED INCOME FEB 25, 2013
Health care reform: Q&A with muni bond experts

In this new white paper, Invesco analysts examine the impact of recent health care reforms on the muni bond markets.

By Mark Bruno
MUTUAL FUNDS FEB 25, 2013
Two fund firm upstarts off to very different starts

Virtus' share price -- and assets -- have soared since going public in 2009; not so much for Arto

By John Goff
EQUITIES FEB 24, 2013
Some speculate about Kashkari's exit

Slow growth for Pimco's equity unit may have hastened departure, pundits say

By Randy Diamond
RETIREMENT PLANNING FEB 24, 2013
Private-equity jumping into annuities could be bad news for insurers

Private-equity firms have been jumping into the VA business like crazy. On Tuesday, Moody's weighed in on the subject. Advisers should take note.

By Darla Mercado
In a wirehouse first, Merrill offers a nontraded REIT
ALTERNATIVES FEB 22, 2013
In a wirehouse first, Merrill offers a nontraded REIT

Don't look now, but Merrill Lynch is hawking a nontraded REIT -- the first wirehouse to do so. Should broker-dealers be worried?

By Bruce Kelly