Investing

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MUTUAL FUNDS OCT 15, 2013
Take Five with Chris Wallis of Vaughan Nelson

Touts tapering, active management; says advisers will narrow use of ETFs

By Jeff Benjamin
FIXED INCOME OCT 15, 2013
Volatility in Treasuries falls as heat in D.C. spikes

By Bloomberg
ALTERNATIVES OCT 15, 2013
Eugene Fama reiterates opposition to active management, high fees

Live from the IMCA conference: 'Forget about hedge funds,' he says

By Jeff Benjamin
ALTERNATIVES OCT 14, 2013
The Takeaway: Are you ready for the REITnado?

By Joshua Brown
ALTERNATIVES OCT 13, 2013
Moody's upgrading method for rating asset managers

Rating agency changing way it assesses both alternatives, traditional firms

By Jeff Benjamin
FIXED INCOME OCT 13, 2013
Galvin eyeing Puerto Rican muni debt obligations

Value of P.R. muni bonds dropped last month.

By Bruce Kelly
RETIREMENT PLANNING OCT 13, 2013
Gurus: Bull market alive and well

Coté, Doll love equities but hate Washington politics, health care law.

By Jeff Benjamin
ALTERNATIVES OCT 13, 2013
Fama takes slap at active management

Finance star calls active management "zero-sum game".

By Jeff Benjamin
ALTERNATIVES OCT 13, 2013
Why aren't hedge funds advertising?

JOBS Act allows it, but firms are leery of intrusive regulation; plus, most don't need to market.

By Jeanette Turner
MUTUAL FUNDS OCT 13, 2013
Will bank loan funds bite financial advisers?

By Jason Kephart
ALTERNATIVES OCT 13, 2013
Soaking the rich is institutionalized

Bruce Kelly sheds light on the sleight of hand that investment banks and wirehouses play when charging fees to the very rich for investment advice.

By Bruce Kelly
EQUITIES OCT 13, 2013
Small-caps: Fueled up but pricey

With a gain of more than 28% from the start of the year, small-caps have outperformed large-caps by 8 percentage points.

By Jeff Benjamin
MUTUAL FUNDS OCT 13, 2013
OppenheimerFunds loses more bond bets

Muni bond funds rocked by big bets on Puerto Rican debt, stirring up memories of 2008.

By JKEPHART
Stocks surge in relief rally
EQUITIES OCT 11, 2013
Stocks surge in relief rally

Stock prices surged the most since January as signs emerged that lawmakers were inching toward a deal to increase the debt ceiling and avert a default. But it could all turn on a dime.

By Jason Kephart
RETIREMENT PLANNING OCT 11, 2013
A doctor deconstructs the Affordable Care Act

Five questions for Dr. Carolyn McClanahan, a physician and director of financial planning at Life Planning Partners.

By Darla Mercado
FIXED INCOME OCT 11, 2013
UBS Puerto Rico funds plummet

Brokerage unit accused of loading clients up with municipal bond debt.

By Bruce Kelly
FIXED INCOME OCT 11, 2013
Puerto Rico muni bonds: A contrarian view

By Dan Loughran
LIFE INSURANCE AND ANNUITIES OCT 11, 2013
New details on Allianz's latest annuity product

The life insurer unveiled more on its plans for the structured-product annuity in a regulatory filing this week.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES OCT 11, 2013
Some Allianz variable annuities hit with fee hikes as firm dials back

Though many clients will see fees rise for protection riders, some will experience a decrease.

By Darla Mercado
EQUITIES OCT 10, 2013
Debt talks push stocks higher for second day in a row

S&P 500 Index reaches highest level since September.

By Gregory Crawford