Investing

Displaying 16326 results
FIXED INCOME OCT 02, 2013
Treasuries fall as investors speculate shutdown may end soon

Benchmark 10-year yields climb from almost the lowest level in seven weeks

By cmollison
FIXED INCOME OCT 02, 2013
Fuss beats bond competition - including Gross - by thinking like a stock picker

Loomis Sayles & Co.'s Dan Fuss left rival bond-fund managers including Bill Gross behind in his eighth decade, by using a style generally associated with bargain-hunting stockpickers.

By Matt Ackermann
EQUITIES OCT 02, 2013
Fed tapering decision could knock shares of LPL, RJ

Analyst says rally based on rising interest rates, a likelihood pushed into future.

By Bruce Kelly
RETIREMENT PLANNING OCT 02, 2013
Brash REIT boss hires his opposite

Hard-charging Schorsch hires white-shoe Roth to run broker-dealer.

By Bruce Kelly
ALTERNATIVES OCT 02, 2013
Advisor Group cuts ties with popular REIT sponsor

Advisor Group ends its selling agreement with nontraded REIT sponsor Cole Holdings, citing a $127M self-payment as a major factor.

By Bruce Kelly
ALTERNATIVES OCT 01, 2013
The great correlation: Is it finally over?

By JKEPHART
RETIREMENT PLANNING OCT 01, 2013
Gundlach to oversee $450M in annuities push

The manager of the top-performing DoubleLine Total Return Bond Fund, is expanding to variable annuities by subadvising a fund modeled after his flagship for Prudential Plc's Jackson National Life Insurance.

By Matt Ackermann
FIXED INCOME OCT 01, 2013
Gundlach's DoubleLine Fund has third month of net redemptions

Jeffrey Gundlach's DoubleLine Total Return Bond Fund, which has beaten 97% of rivals over the past three years, had its third straight month of net withdrawals as investors continued to flee bonds.

By Matt Ackermann
RETIREMENT PLANNING SEP 30, 2013
Magic retirement number is 66, but Medicare a key factor

New study finds employee and retiree health care coverage impacts length of working life

By Darla Mercado
RETIREMENT PLANNING SEP 29, 2013
Penn Mutual lays off team of wholesalers and relationship managers

Firm doesn't want 'too much' in variable annuity sales.

By Darla Mercado
ALTERNATIVES SEP 29, 2013
Alt gestalt: Greater allocation key

By Jeff Benjamin
RETIREMENT PLANNING SEP 29, 2013
Some could break even with Axa's latest VA buyout offers

By Darla Mercado
MUTUAL FUNDS SEP 29, 2013
Vanguard money funds paying capital gains

By Megan Durisin
MUTUAL FUNDS SEP 27, 2013
What worries bond guru Dan Fuss?

Hint: It isn't rising interest rates

By JKEPHART
FIXED INCOME SEP 27, 2013
Treasuries rise after Fed officials say economy needs support

Treasury 10-year note yields dropped to almost the lowest level this month as Federal Reserve Bank of New York President William C. Dudley said the U.S. economy has yet to show “any meaningful pickup” in momentum.

By Matt Ackermann
EQUITIES SEP 27, 2013
Fed's change of heart has advisers scrambling

The Fed's unexpected change of heart has some advisers looking for a near-term rally in bonds. Jeff Benjamin has the story.

By Jeff Benjamin
FIXED INCOME SEP 27, 2013
Gross: Fed will still taper after jobs report

“I think Bernanke and company are committed to a taper,” Pimco co-founder says.

By Matt Ackermann
FIXED INCOME SEP 27, 2013
Pimco Total Return Fund loses 14% of assets in four-month rout

The world's biggest mutual fund keeps getting smaller.

By Matt Ackermann
RETIREMENT PLANNING SEP 26, 2013
Annuities changes puzzle advisers

Advisers admit that variable annuities' varying product features and investment menus pose challenges, and insurers could do more to improve their clarity.

By Darla Mercado
MUTUAL FUNDS SEP 26, 2013
Investors close to tapping their target dates clobbered

Rout in bond market leaves few unscathed, even conservative target dates.

By Darla Mercado