Investing

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ALTERNATIVES NOV 04, 2013
How Lewis Altfest makes the alternatives talk not so spooky

Renowned financial adviser suggests that clients stretch themselves a little bit.

By JKEPHART
EQUITIES NOV 04, 2013
Pimco hires a new head of equities

Bond giant Pacific Investment Management Co. has hired a new global head of equities, replacing Neel Kashkari, who left the company at the beginning of the year to pursue a political career.

By JKEPHART
ALTERNATIVES NOV 04, 2013
ETF strategies for precarious times

Financial advisers aren't powerless and have options in today's challenging income environment.

By Howard Atkinson
ETFS NOV 04, 2013
ETFs churning most cash ever

Since Sept. 1, investors have pumped about $47 billion into ETFs, with nearly $7 billion going into them on Oct. 17, the day Congress avoided a default. The last four months have marked the most volatile period on record for flows. What's next?

By Andrew Leigh
MUTUAL FUNDS NOV 04, 2013
Vanguard consolidates five mutual funds

By Jeff Benjamin
FINTECH NOV 04, 2013
Fund sponsors compete for advice attention online

kasina released its annual ranking of fund providers that it says offer the most engaging and substantive web experience for advisers.

By Trevor Hunnicutt
ETFS NOV 04, 2013
With new dividend stock ETF, ProShares gives Vanguard, State Street some competition

Focus on companies that have paid divvies for at least 25-straight years.

By Megan Durisin
EQUITIES NOV 04, 2013
The Takeaway: As always, retail investors come late to the party

By Joshua Brown
EQUITIES NOV 04, 2013
The Takeaway: Wirehouses second-guess the value of a CFP

By Joshua Brown
EQUITIES NOV 03, 2013
Tapering off the table - for now

By MFXFeeder
ETFS NOV 01, 2013
ETF cheerleaders see good times ahead, with a few clouds

ETF.com brain trust forecasts $15.5T in exchange-traded assets in 10 years

By Jeff Benjamin
RETIREMENT PLANNING NOV 01, 2013
The rise of Social Security zombies

Mary Beth Franklin dishes on how the Social Security Administration sends millions in benefits to deceased people...and how, in some cases, people who are very much alive are declared dead.

By Mary Beth Franklin
ALTERNATIVES NOV 01, 2013
After market's rapid climb, Einhorn pares bet on rally

Hedge-fund manager David Einhorn is taking a more conservative approach to his investment portfolio even as wagers that stocks would fall caused his results to trail the Standard & Poor's 500 Index.

By Matt Ackermann
Already popular, ETFs getting even more love from investors: Poll
ETFS NOV 01, 2013
Already popular, ETFs getting even more love from investors: Poll

Schwab survey finds half of investors plan to boost their ETF holdings.

By DJAMIESON
ETFS NOV 01, 2013
Schwab's attack of the clones

Five of firm's six new fundamentally weighted ETFs mimic existing funds

By JKEPHART
MUTUAL FUNDS NOV 01, 2013
Fidelity poised to be an ETF juggernaut

With 15 ETFs in the pipeline, Fidelity takes on Pimco and Vanguard. Is it too late for the fund giant?

By Andrew Leigh
FIXED INCOME NOV 01, 2013
Tradeweb hopes to draw more retail investors to bond platform

Electronic trading firm sees benefits for advisers over using mutual funds.

By DJAMIESON
LIFE INSURANCE AND ANNUITIES OCT 31, 2013
Japan's Dai-ichi Life to buy Protective Life for $5.7 billion

Protective CEO and management team will remain in place; deal creates 13th-largest global insurer.

By Gregory Crawford
MUTUAL FUNDS OCT 31, 2013
OppenheimerFunds shakes up leadership team

After five years on the job, CEO Wiliam Galvin sets plan to step down, says company needs an investor to lead it and names CIO Art Steinmetz as replacement.

By Jason Kephart
FIXED INCOME OCT 31, 2013
Calvert launches diversified green-bond fund

Calvert launches diversified green-bond fund, an actively managed intermediate-term fund that will invest across bond subcategories

By Jeff Benjamin