Investing

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RETIREMENT PLANNING MAY 12, 2013
Jackson thrived in 1Q

By Darla Mercado
RETIREMENT PLANNING MAY 12, 2013
Variable annuities adjust

May updates show the industry is still struggling with historic low rates.

By Darla Mercado
MUTUAL FUNDS MAY 12, 2013
Investment craftsman Berkowitz loading up on Sears' debt

Following stellar 2012 performance, Fairholme fund boss places big bet on struggling retailer's debt

By John Goff
ALTERNATIVES MAY 10, 2013
REIT trade group issues valuation guidelines

The Investment Program Association issued guidelines today that addressed the thorny issue of how to place a value on nontraded real estate investment trusts.

By Bruce Kelly
EQUITIES MAY 10, 2013
Funds flowing from money markets into equities; bonds get some too

Movement strengthens argument for another leg up for stocks.

By Jeff Benjamin
EQUITIES MAY 09, 2013
Pump-and-dump e-mails jump: Regulators

In formal investor alert, SEC, Finra say spamming in "high gear."

By Mark Schoeff Jr.
EQUITIES MAY 08, 2013
The Takeaway: Employers wooing advisers' spouses. Weird.

By Joshua Brown
RETIREMENT PLANNING MAY 08, 2013
Alzheimer's epidemic puts advisers — and their practices — at risk

The number of Alzheimer's sufferers in the U.S. is expected to triple by 2050. Mary Beth Franklin warns that the coming epidemic puts advisers -- and their practices -- at serious risk.

By Mary Beth Franklin
RETIREMENT PLANNING MAY 08, 2013
Diagnosis favorable for health care

By Liz Skinner
MUTUAL FUNDS MAY 07, 2013
Closed-ends yielding more than mutuals

By JKEPHART
EQUITIES MAY 07, 2013
Jeffrey Gundlach's not afraid of bonds

Fixed income manager says bond bubble is a myth, Fed policy won't lead to inflation

By DJAMIESON
ETFS MAY 07, 2013
With Gross, Pimco adds star power to ETFs

Fund firm lists bond king as manager on new funds; can't hurt

By JKEPHART
EQUITIES MAY 07, 2013
Bob Doll's 10 predictions for 2013: How he's doing so far

Market sage Bob Doll, who is also Nuveen's chief market strategist, gives an update on his predictions for the year.

By Gregory Crawford
EQUITIES MAY 07, 2013
Equity the main attraction among ETF buyers

By Tom Roseen
EQUITIES MAY 07, 2013
Alcoa now seen as tin-plated bellwether

Once seen as an accurate barometer of the state of corporate America, Alcoa has lost its relevance to stock market watchers.

By John Goff
ETFS MAY 07, 2013
Gross' ETF trouncing his flagship fund

Exchange-traded version outperforming Total Return mutual fund; big edge in inflows, too

By John Goff
EMERGING MARKETS MAY 07, 2013
John Baur: Global currency fund manager points to risks, exposure

Avid bird-watcher also keeping close eye on U.S. greenback; fund's assets up 40% in 2013

By Jeff Benjamin
RETIREMENT PLANNING MAY 07, 2013
The next big rollover vehicle? Longevity insurance

With sales of deferred-income annuities up, carriers see an opportunity

By Darla Mercado
RETIREMENT PLANNING MAY 07, 2013
Pru's VA price hike too much for Raymond James

Prudential's decision to raise the price tag on an already pricey VA has some B-Ds thinking twice about pushing the product. Darla Mercado reports.

By Darla Mercado
ETFS MAY 06, 2013
Fidelity still working out the kinks in some new ETFs

O'Hanley concerned about performance of actively managed bond ETFs under stress.

By JKEPHART