Investing

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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
RETIREMENT PLANNING OCT 31, 2013
Lincoln National jumps into new fixed annuity business

Deferred-income annuities offer certainty but limitations too.

By Darla Mercado
MUTUAL FUNDS OCT 31, 2013
SEC backs two options to control money funds; White floats combo

One plan would let value of some money funds float, another would impose redemptions.

By Mark Schoeff Jr.
RETIREMENT PLANNING OCT 31, 2013
Edward Jones protected against VA ban by Protective

Insurer no longer taking 1035 exchanges or rollovers, but brokerage gets pass

By Darla Mercado
ALTERNATIVES OCT 30, 2013
Who's next? BNY Mellon starting bond hedge fund

The bank that manages $1.5 trillion in client asset is starting a hedge-fund unit led by a trader who specializes in government bonds and related derivatives.

By Gregory Crawford
RETIREMENT PLANNING OCT 30, 2013
Collecting Social Security on your ex – dead or alive!

Benefits depend on if you remarry and when.

By Mary Beth Franklin
ALTERNATIVES OCT 30, 2013
Tradeweb Markets acquires BondDesk Group

Tradeweb deal will combine technology and services from BondDesk and Tradeweb Retail to create a rebranded Tradeweb Direct retail fixed-income division.

By MDURISIN
FIXED INCOME OCT 30, 2013
Treasuries erase gains as economic activity improves

Yields on U.S. government debt rose as the Federal Open Market Committee said it will “await more evidence that progress will be sustained"

By lkonish