Investing

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FIXED INCOME DEC 19, 2012
High-yield tops fixed-income strategies

By Kevin Olsen
Clients ask advisers about annuities more than any other product: Survey
RIA NEWS DEC 19, 2012
Clients ask advisers about annuities more than any other product: Survey

Demand continues to surge despite pullback by insurance companies of product benefits.

By Darla Mercado
Why all the fear about the stock market?
EQUITIES DEC 18, 2012
Why all the fear about the stock market?

Portfolio manager says advisers ready for a wake-up call on new approach to risk.

By Jeff Benjamin
EQUITIES DEC 18, 2012
Finding value, minus the stock pickers

Advisers can leverage a tough year for value stocks as an entry point into equities with a higher margin of safety than the market.

By Brian Frank
Advisers feeling more secure about unsecured notes
ALTERNATIVES DEC 18, 2012
Advisers feeling more secure about unsecured notes

With puny interest rates, structured notes gaining in popularity

By Jeff Benjamin
Nontraded REIT cuts fee to adviser
ALTERNATIVES DEC 18, 2012
Nontraded REIT cuts fee to adviser

In what's stacking up as something of a trend, another nontraded REIT has decided to forgo the so-called 'internalization fee' paid to its adviser.

By Bruce Kelly
ALTERNATIVES DEC 18, 2012
Another nontraded REIT goes public

On Friday, Corporate Property Associates 15 Inc. closed a merger with its parent, the publicly traded real estate manager W.P. Carey & Co LLC. The new company, which is now a publicly traded REIT called W.P. Carey Inc., began trading Monday morning and will retain the symbol WPC.

By Bruce Kelly
RETIREMENT PLANNING DEC 17, 2012
P-E-owned fixed-annuity player makes inroads

By Darla Mercado
ETFS DEC 16, 2012
How to build a growth portfolio using ETFs

By MFXFeeder
MUTUAL FUNDS DEC 16, 2012
Ex-Keegan fund directors left clients "in the dark': SEC

By Bloomberg
EQUITIES DEC 16, 2012
Bernstein: A bull run to rival 82

Forget the 'new normal.' Investment strategist Richard Bernstein sees a long bull run for U.S. stocks.

By DJAMIESON
RETIREMENT PLANNING DEC 16, 2012
Galvin's LPL suit a boon to plaintiffs

Last week, Massachusetts sued LPL for its sales and marketing of a popular nontraded REIT. Expect the plaintiffs' bar to swoop in as well.

By Bruce Kelly
ETFS DEC 16, 2012
With ETFs, commission-free doesn't mean cost-free

By MFXFeeder
Fed spikes volatility in bonds
FIXED INCOME DEC 13, 2012
Fed spikes volatility in bonds

Linking monetary policy to unemployment, inflation drive big fluctuations.

By DJAMIESON
Credit raters get no respect, no respect at all
EMERGING MARKETS DEC 12, 2012
Credit raters get no respect, no respect at all

Investors ignoring downgrades to sovereign debt; 'lagging indicator'

By John Goff
Stars aligning against munis at year-end
FIXED INCOME DEC 11, 2012
Stars aligning against munis at year-end

Tax talk, new issues, profit-taking spark sell off, roil the market.

By DJAMIESON
EQUITIES DEC 11, 2012
Chart of the day: Morningstar's top 10 stock purchases

Comeback-kid AIG tops the latest "Ultimate Stock-Pickers" list from Mornngstar, which covers the third quarter and early part of the fourth.

By Paul Menchaca
MUTUAL FUNDS DEC 11, 2012
INsider: Gundlach gets in TCW's grill

Bond guru throws a party in a most auspicious location

By JKEPHART
MUTUAL FUNDS DEC 09, 2012
There's no place like home: Gundlach snags TCW fund managers

Bond guru makes move into equities with hirings

By John Goff
ALTERNATIVES DEC 09, 2012
What exactly are managed futures?

By Jon Sundt