Investing

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ALTERNATIVES MAR 13, 2014
Merger of Nicholas Schorsch's American Realty Capital Properties and Cole Real Estate Investments closes

Combined company is the largest publicly traded net-lease REIT, with value of $21.5B

By Trevor Hunnicutt
RETIREMENT PLANNING MAR 13, 2014
The ticking time bomb of forced drawdowns on variable annuities

Fine print on older contracts leaves elderly clients in position of losing death benefits.

By Darla Mercado
ALTERNATIVES MAR 12, 2014
Checks and balances at the top

In an era of heightened scrutiny for alternatives fund managers, investors are demanding more accountability but there's little consistency in boards in the private-fund sector.

By Natalie Deak Jaros and Michael LoParrino
EQUITIES MAR 12, 2014
Stock market bulls still feeling the love

After 'garden variety' correction, shares rebound with the strength of resilient sector leadership, bolstered by better-than-anticipated earnings and ongoing Fed monetary accommodation.

By Gene Peroni
FIXED INCOME MAR 12, 2014
Puerto Rico downgrade a buying opportunity for some investors

S&P move was no surprise, but some managers see longer-term strains and are staying away.

By Jeff Benjamin
FIXED INCOME MAR 12, 2014
SEC eases, clarifies muni adviser registration requirements for RIAs, BDs

Those who provide local governments with advice on derivatives won't have to register.

By Mark Schoeff Jr.
EQUITIES MAR 11, 2014
Bond investors cooling off, stock investors getting carried away

<i>Breakfast with Benjamin:</i> How investors are playing the markets. Plus: Kitces on the fee vs. commission problem; solving mysteries and who Facebook is leaving in the dust.

By Mason Braswell
RETIREMENT PLANNING MAR 11, 2014
The next level of retirement plan service: Fee policy statements for 401(k)s

By Darla Mercado
EQUITIES MAR 10, 2014
No apologies necessary from Buffett: Munger

The Oracle of Omaha doesn't owe shareholders an apology for falling short of a performance goal at his Berkshire Hathaway Inc., Vice Chairman Charles Munger said at the company's annual meeting.

By Gregory Crawford
EQUITIES MAR 10, 2014
Buffett rakes in $123 million as firms boost dividends

Warren Buffett won't pay a dividend to his Berkshire Hathaway shareholders but he sure welcomes them from companies he invests in. He stands to rake in $123 million more a year now that companies including Wells Fargo and American Express have been cleared to lift payouts.

By Gregory Crawford
RETIREMENT PLANNING MAR 09, 2014
Making tough decisions to fix Social Security

A new policy simulation tool lets users design their own package of reforms to fully fund Social Security. If individual users can make these tough decisions, why can't elected officials?

By Mary Beth Franklin
MUTUAL FUNDS MAR 07, 2014
Supreme Court broadens whistle-blower status, mutual fund firms on alert

Rules in favor of Fidelity employees who say they were fired for reporting fraud.

By Mark Schoeff Jr.
ALTERNATIVES MAR 06, 2014
Schorsch's American Realty Capital Properties merges with Cole Real Estate Investments

Deal finalized, creating the largest net lease REIT with an enterprise value of $21.5 billion.

By Bruce Kelly
RETIREMENT PLANNING MAR 05, 2014
John Hancock B-D to terminate health and insurance benefits

Signator moving from career agency to IBD model

By Darla Mercado
EQUITIES MAR 05, 2014
Musk's next move; brokers fail to report trouble

The Tesla chief wants to get into military satellite launching. Plus, brokers failing to report trouble to Finra, stocks (and Costco earnings) drop, the Citi/Oceanografia plot thinkens, who you should follow on Twitter, and more.

By Mason Braswell
ETFS MAR 05, 2014
Financial advisers don't make the most of ETFs, survey finds

Lack of time to learn the complexities leads to lack of confidence.

By CODONNELL
MUTUAL FUNDS MAR 05, 2014
Gross vows to diversify: Pimco to launch 19 active ETFs

Pacific Investment Management Co., the world's biggest bond manager, plans to start 19 actively managed exchange-traded funds as co-founder Bill Gross further diversifies the firm following Chief Executive Officer Mohamed El-Erian's resignation last week.

By Matt Ackermann
Guess who's picking up the cash that's flowed out of Pimco
FIXED INCOME MAR 05, 2014
Guess who's picking up the cash that's flowed out of Pimco

BlackRock and Goldman Sachs are the big beneficiaries of Pimco's bad bond call.

By Jason Kephart
ALTERNATIVES MAR 04, 2014
Five things you need to know before investing in liquid alts

Understanding these five tips &amp;mdash; from strategies to expenses &amp;mdash; will help make you a better investor and better adviser to clients interested in liquid alternatives

By Dan Thibeault
EQUITIES MAR 04, 2014
Advisers play defense after bumpy week as jobs report disappoints

Spike in volatility unnerves clients; some staying the course in anticipation of recovery.

By Jeff Benjamin