Investing

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RETIREMENT PLANNING JUN 22, 2013
SEC officials warn insurers on annuity disclosures, VA changes

As complexity grows, so does need for clear language, group told

By Darla Mercado
RETIREMENT PLANNING JUN 22, 2013
B-D execs up in arms over The Hartford's VA plan

B-D execs are up in arms over The Hartford's VA plan, saying considerable legwork will be required to ensure clients don't lose living benefits; litigation's a big concern, too.

By Darla Mercado
RETIREMENT PLANNING JUN 22, 2013
Hartford's VA redo could kill off living benefits for some clients

Failure to respond to new restricted investment menu could see rider yanked; 'off guard'

By Darla Mercado
ALTERNATIVES JUN 21, 2013
American Realty Capital strikes $2.2B deal for a traded REIT

American Realty Capital strikes a $2.2B deal for traded REIT CapLease as ARC CEO Nicholas Schorsch shakes off his recent Cole bid failure. Bruce Kelly has all the details.

By Bruce Kelly
EQUITIES JUN 20, 2013
The Takeaway: Crashtastic!

By Joshua Brown
RETIREMENT PLANNING JUN 20, 2013
Life settlements on regulators' radar as states push their use

Texas latest to encourage holders to sell life insurance, use proceeds for long-term care.

By Darla Mercado
MUTUAL FUNDS JUN 20, 2013
Where are the fund shareholders' yachts?

By JKEPHART
EQUITIES JUN 20, 2013
Bill Miller's old fund starts a new streak

Under new management, Value Trust back in the black

By JKEPHART
RETIREMENT PLANNING JUN 20, 2013
Five IBDs in $7M settlement over nontraded-REIT sales

Galvin's tally for investors this year tops $11M, fines reach $1.4M

By Bruce Kelly
EQUITIES JUN 20, 2013
Odd couple stocks and bonds finally decoupling

Stocks and bonds have been unlikely dance partners for the past few years. Now, it appears the two are no longer moving in lockstep.

By John Goff
ALTERNATIVES JUN 20, 2013
Cole Credit shareholders seek to block internal merger

The battle over Cole III has taken a new twist, as shareholders sued to block the REIT's internal merger. Meanwhile, suitor American Realty Capital waits in the wings.

By Gregory Crawford
ALTERNATIVES JUN 20, 2013
Nontraded REIT Cole in sweetheart deal with sponsor, manager

Nontraded REIT merger includes big upfront payout to management and company founder. Bruce Kelly has the details.

By Bruce Kelly
RETIREMENT PLANNING JUN 19, 2013
Mary Beth Franklin: Change the conversation about retirement planning

By Mary Beth Franklin
RIA NEWS JUN 19, 2013
The Takeaway: Some advice for BlackRock's Larry Fink

By Joshua Brown
ALTERNATIVES JUN 19, 2013
Nontraded REIT halts fundraising, seeks new broker-dealer

United Realty Trust shelves IPO until it can replace struggling Allied Beacon

By Bruce Kelly
EQUITIES JUN 19, 2013
The Takeaway: The death of the small broker-dealer

By Joshua Brown
MUTUAL FUNDS JUN 19, 2013
Why John Bogle is both gratified and terrified by Vanguard's success

Index-fund creator taken aback by the company's dominance in the industry; index fund 'gold ignot'

By JKEPHART
FIXED INCOME JUN 19, 2013
Spin cycle: Great rotation won't trigger 'mass exodus' from bonds

Janus Capital's Gibson Smith expects more of a gradual shift out of fixed-income securities

By Jeff Benjamin
FIXED INCOME JUN 19, 2013
Fed won't let up on the easing: Gross

Pimco bond boss says rise in unemployment means QE will keep sailing along; rates could go up, however

By John Goff
ALTERNATIVES JUN 19, 2013
Cole battle is over — here comes the war

Even though American Realty Capital Properties Inc. has withdrawn its bid to acquire Cole Credit Property Trust III, the controversy over the merger of the REIT with its manager is just getting going.

By DJAMIESON