Investing

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MUTUAL FUNDS MAY 26, 2013
Advisers shrug off proxy season in favor of cost, performance data

Advisers are shrugging off proxy season in favor of watching cost and performance data. This may not be the smartest course.

By JKEPHART
Family businesses hold huge value
ALTERNATIVES MAY 26, 2013
Family businesses hold huge value

Family-controlled public businesses often are viewed as financial dead ends for investors.

By David Marcus
RETIREMENT PLANNING MAY 26, 2013
All-bond VA from Pru gets tepid reception

By Darla Mercado
MUTUAL FUNDS MAY 26, 2013
Active ETFs may boost closet indexers

By JKEPHART
ALTERNATIVES MAY 26, 2013
Housing market still has cracks, Moody's says

Investors, beware: Delinquency rates are rising for some homebuyers, according to report

By Jeff Benjamin
ALTERNATIVES MAY 26, 2013
ETF follows famous hedgies' lead

Fund mirrors high-conviction bets by Paulson, Einhorn and the like

By MFXFeeder
ALTERNATIVES MAY 26, 2013
Schorsch is taking REIT B-D public

Industry maverick planning another liquidity event

By Bruce Kelly
INDEPENDENT BROKER DEALERS MAY 24, 2013
AIG completes Woodbury Financial Services deal

Insurer's B-D group now has more than 6,000 independent reps and advisers.

By Bruce Kelly
EQUITIES MAY 22, 2013
The Takeaway: The uselessness of money management

By Joshua Brown
EQUITIES MAY 22, 2013
Sometimes best strategy is to do nothing

Investors who wait patiently for opportunities before investing are likely to outperform.

By Jim Roumell
ALTERNATIVES MAY 22, 2013
Finra alerts broker-dealers to nontraded REIT info shortcomings

Finra warns broker-dealers on nontraded-REIT info shortcomings; sees misleading communications around distributions, risks.

By Bruce Kelly
Massachusetts sues LPL over nontraded REIT sales
ALTERNATIVES MAY 22, 2013
Massachusetts sues LPL over nontraded REIT sales

In what may be an ominous sign for indie B-Ds, Massachusetts sued LPL for dishonest business practices in the selling of a popular nonlisted property trust.

By Bruce Kelly
ETFS MAY 21, 2013
Exchange-traded notes could be next in SEC's push to simplify

The regulator may seek greater risk, valuation disclosures from banks.

By Gregory Crawford
EQUITIES MAY 21, 2013
Pimco still riding 'central-bank wave'

But El-Erian says fund giant slowly taking risk off the table ahead of Fed pullback

By DJAMIESON
RIA NEWS MAY 21, 2013
Madison Dearborn to buy NFP for $1.3 billion

Deal ends roller-coaster ride for wealth management aggregator.

By DJAMIESON
LIFE INSURANCE AND ANNUITIES MAY 21, 2013
Bibliowicz to step down as CEO of National Financial Partners

The CEO of massive insurance broker and wealth management outfit NFP will be stepping down in May, according to a filing with the SEC.

By Darla Mercado
RETIREMENT PLANNING MAY 19, 2013
Protective protects itself

By Darla Mercado
ALTERNATIVES MAY 18, 2013
Nontraded REIT will list on NYSE

Chambers Street Properties is latest nontraded REIT to seek liquidity event by listing on a stock exchange.

By Gregory Crawford
Can Google predict the market? Research offers clues
EQUITIES MAY 17, 2013
Can Google predict the market? Research offers clues

Get this: Researchers say investors can use Google to make money off the stock market. Jeff Benjamin provides the details.

By Jeff Benjamin
FIXED INCOME MAY 16, 2013
Not even Gross, Gundlach immune to bond gloom

Inflows way down at flagship funds piloted by celebrated pair; when will the hammer fall?

By JKEPHART