Investing

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RETIREMENT PLANNING SEP 30, 2013
Magic retirement number is 66, but Medicare a key factor

New study finds employee and retiree health care coverage impacts length of working life

By Darla Mercado
RETIREMENT PLANNING SEP 29, 2013
Penn Mutual lays off team of wholesalers and relationship managers

Firm doesn't want 'too much' in variable annuity sales.

By Darla Mercado
ALTERNATIVES SEP 29, 2013
Alt gestalt: Greater allocation key

By Jeff Benjamin
RETIREMENT PLANNING SEP 29, 2013
Some could break even with Axa's latest VA buyout offers

By Darla Mercado
MUTUAL FUNDS SEP 29, 2013
Vanguard money funds paying capital gains

By Megan Durisin
MUTUAL FUNDS SEP 27, 2013
What worries bond guru Dan Fuss?

Hint: It isn't rising interest rates

By JKEPHART
FIXED INCOME SEP 27, 2013
Treasuries rise after Fed officials say economy needs support

Treasury 10-year note yields dropped to almost the lowest level this month as Federal Reserve Bank of New York President William C. Dudley said the U.S. economy has yet to show “any meaningful pickup” in momentum.

By Matt Ackermann
EQUITIES SEP 27, 2013
Fed's change of heart has advisers scrambling

The Fed's unexpected change of heart has some advisers looking for a near-term rally in bonds. Jeff Benjamin has the story.

By Jeff Benjamin
FIXED INCOME SEP 27, 2013
Gross: Fed will still taper after jobs report

“I think Bernanke and company are committed to a taper,” Pimco co-founder says.

By Matt Ackermann
FIXED INCOME SEP 27, 2013
Pimco Total Return Fund loses 14% of assets in four-month rout

The world's biggest mutual fund keeps getting smaller.

By Matt Ackermann
RETIREMENT PLANNING SEP 26, 2013
Annuities changes puzzle advisers

Advisers admit that variable annuities' varying product features and investment menus pose challenges, and insurers could do more to improve their clarity.

By Darla Mercado
MUTUAL FUNDS SEP 26, 2013
Investors close to tapping their target dates clobbered

Rout in bond market leaves few unscathed, even conservative target dates.

By Darla Mercado
RETIREMENT PLANNING SEP 26, 2013
Know the VA or stay away

By MFXFeeder
ALTERNATIVES SEP 25, 2013
Advisers must distinguish between registered and unregistered alts

Panelists at <i>IN</i> Alternatives Conference say advisers must do extra due diligence on liquid alternatives.

By Jeff Benjamin
EQUITIES SEP 25, 2013
Adviser, broker charged by SEC with insider trading

King Pharmaceuticals-Pfizer deal led to nearly $500,000 in illegal profits, agency claims.

By Liz Skinner
ALTERNATIVES SEP 25, 2013
Schorsch to close ARC V, bidding adieu to net-lease real estate deals

Currently hot, net lease sector could cool off quickly if interest rates rise.

By Bruce Kelly
ALTERNATIVES SEP 25, 2013
Schorsch strikes again with deal to acquire a nontraded REIT in his empire

REIT king holding fourth &quot;liquidity event&quot; in two years for one of his nontraded REITs, pushing his enterprise's pro-forma value up near $10 billion.

By Bruce Kelly
MUTUAL FUNDS SEP 24, 2013
Investors can't stop kicking themselves

Largest funds have done best since crisis, but market timing hurt performance

By Jason Kephart
ALTERNATIVES SEP 24, 2013
Don't ignore basic due diligence on alts

Live from the <i>IN</i> Alternatives Conference: 'You always need to understand what you're purchasing'

By Jeff Benjamin
ALTERNATIVES SEP 24, 2013
Short-sale disclosures would force investment managers to publicize secret sauce

By MFXFeeder