Investing

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MUTUAL FUNDS OCT 06, 2013
Bond rout continues

By Bloomberg
FIXED INCOME OCT 06, 2013
Surtax strategies can boost Medicare premiums

By Darla Mercado
EQUITIES OCT 06, 2013
Stick to it

Even though the partial shutdown of the government is set to give way to a prolonged — and probably nasty — debt-ceiling debate, now is not the time to bail from the markets.

By Jeff Benjamin
EQUITIES OCT 06, 2013
Is market history repeating itself with another "Eisenhower rally'?

By Bloomberg
RETIREMENT PLANNING OCT 04, 2013
Will older advisers pay more than younger colleagues for health care coverage?

Small-business health care plans traditionally have based rates on the average age of employees, so that older individuals in a plan benefited from lower rates if there were many younger employees.

By Liz Skinner
RETIREMENT PLANNING OCT 04, 2013
Gundlach to oversee $450M in annuities push

By Matt Ackermann
RETIREMENT PLANNING OCT 04, 2013
Health insurance exchange cost info released

Government also releases examples of how coverage could work.

By Darla Mercado
EQUITIES OCT 04, 2013
Stock rally returns match late-'90s run, but valuations lag

Returns from the stock market's four-year rally match those of the late-1990s advance, but valuations are lagging. Bulls say that means there's more room to run; bears have a compelling counter argument.

By Gregory Crawford
ETFS OCT 03, 2013
<font color=red>Morningstar's ETF conference</font> iShares, Vanguard top Morningstar ETF awards

Newer entrants capture a few but the giants expected to maintain stranglehold.

By JKEPHART
ETFS OCT 03, 2013
ETF managed portfolios continue strong growth

Advisers can't seem to get enough of exchange-traded-fund managed portfolios.

By Megan Durisin
MUTUAL FUNDS OCT 03, 2013
iShares takes next step to woo retail investors, fend off Vanguard

BlackRock's ETF unit extends its core series to include managed portfolios as it takes another step in its efforts to woo retail investors. And keep Vanguard at bay. Jason Kephart explains.

By JKEPHART
ETFS OCT 03, 2013
Vanguard stands firm amid rush to the ETF exits

Record $17.5B pulled in August but firm bucks trend with inflows.

By JKEPHART
FIXED INCOME OCT 02, 2013
Treasuries fall as investors speculate shutdown may end soon

Benchmark 10-year yields climb from almost the lowest level in seven weeks

By cmollison
FIXED INCOME OCT 02, 2013
Fuss beats bond competition - including Gross - by thinking like a stock picker

Loomis Sayles & Co.'s Dan Fuss left rival bond-fund managers including Bill Gross behind in his eighth decade, by using a style generally associated with bargain-hunting stockpickers.

By Matt Ackermann
EQUITIES OCT 02, 2013
Fed tapering decision could knock shares of LPL, RJ

Analyst says rally based on rising interest rates, a likelihood pushed into future.

By Bruce Kelly
RETIREMENT PLANNING OCT 02, 2013
Brash REIT boss hires his opposite

Hard-charging Schorsch hires white-shoe Roth to run broker-dealer.

By Bruce Kelly
ALTERNATIVES OCT 02, 2013
Advisor Group cuts ties with popular REIT sponsor

Advisor Group ends its selling agreement with nontraded REIT sponsor Cole Holdings, citing a $127M self-payment as a major factor.

By Bruce Kelly
ALTERNATIVES OCT 01, 2013
The great correlation: Is it finally over?

By JKEPHART
RETIREMENT PLANNING OCT 01, 2013
Gundlach to oversee $450M in annuities push

The manager of the top-performing DoubleLine Total Return Bond Fund, is expanding to variable annuities by subadvising a fund modeled after his flagship for Prudential Plc's Jackson National Life Insurance.

By Matt Ackermann
FIXED INCOME OCT 01, 2013
Gundlach's DoubleLine Fund has third month of net redemptions

Jeffrey Gundlach's DoubleLine Total Return Bond Fund, which has beaten 97% of rivals over the past three years, had its third straight month of net withdrawals as investors continued to flee bonds.

By Matt Ackermann